Tax Advantaged
Real-Estate Investing
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$250M AUM Assets Under Management
1B+ Multifamily Development Projects
Current Offerings
Pinnacle Partners creates tax-advantaged multifamily real estate AIFs for wealth advisors, family offices, and individuals
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Full Fund Name Here 1
OZ Fund
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Full Fund Name Here 2
OZ Fund
August 2025
$121.3m
Full Fund Name Here 3
OZ Fund
November 2025
$121.3m
Resources
Leveraging Proven Joint Venture Expertise (Testing Color Options)
The Fund’s programmatic co-General Partner (co-GP) joint venture structure between JPI and Pinnacle Partners ensures alignment, consistency, and operational excellence across all projects. This partnership offers efficient decision-making and management processes, backed by both firms’ demonstrated track records in capital raising and project execution.
JPI
A development and construction company, brings over 34 years of expertise in Class A multifamily housing having built over 115K homes representing $25B in value across the US. With a mission to transform building, enhance communities and improve lives, JPI leverages a vertically integrated platform to deliver best in class multifamily projects across the income spectrum.
Pinnacle Partners
Is an SEC-Registered Investment Advisor (RIA) focused on tax advantaged private real estate investment opportunities. Specifically, through Qualified Opportunity Zones and workforce housing developments, in partnership with 50+ RIAs and hundreds of individual investors. The firm has capitalized over $1B in multifamily development projects including over 900 units of workforce housing. Pinnacle sources off-market opportunities with best-in-class development partners.
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Pinnacle Partners Advantage
Our experienced team specializes in multifamily ground-up development and adaptive reuse across all market cycles. Currently, we manage a portfolio of approximately 2,400 multifamily units, supported by an advisory board of industry experts.
Deal Flow
We have built strong relationships with leading developers, enabling us to leverage institutional-quality underwriting in our investment decisions. Our highly selective investment methodology ensures that we pursue only the most promising opportunities.
- We have built strong relationships with leading developers
- Enabling us to leverage institutional-quality underwriting
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- Our highly selective investment methodology ensures that we pursue only the most promising opportunities.
Proven Private Equity Fundraising Capability
Pinnacle has cultivated deep, long-standing relationships with ultra-high-net-worth (UHNW) investors, their representatives, wealth advisors, and family offices. Many of these investors are also interested in additional services, presenting further revenue opportunities for our firm.
TOP 5% of QOF managers Tracked by Novogradac
$1B in 900 units of workforce housing
Pinnacle Partners Advantage
Our experienced team specializes in multifamily ground-up development and adaptive reuse across all market cycles. Currently, we manage a portfolio of approximately 2,400 multifamily units, supported by an advisory board of industry experts.
Deal Flow
We have built strong relationships with leading developers, enabling us to leverage institutional-quality underwriting in our investment decisions. Our highly selective investment methodology ensures that we pursue only the most promising opportunities.
Proven Private Equity Fundraising Capability
Pinnacle has cultivated deep, long-standing relationships with ultra-high-net-worth (UHNW) investors, their representatives, wealth advisors, and family offices. Many of these investors are also interested in additional services, presenting further revenue opportunities for our firm.
TOP 5% of QOF managers Tracked by Novogradac
$1B in 900 units of workforce housing
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What sets Pinnacle Partners Apart
Pinnacle Partners is an SEC-Registered Investment Advisor (RIA) focused on tax advantaged private real estate investment opportunities. Specifically, through Qualified Opportunity Zones and workforce housing developments, in partnership with 50+ RIAs and hundreds of individual investors. The firm has capitalized over $1B in multifamily development projects including over 900 units of workforce housing. Pinnacles sources off-market opportunities with best-in-class development partners.
Alternative Investment Funds
Pinnacle Partners creates tax-advantaged multifamily real estate AIFs for wealth advisors, family offices, and individuals
AIFs are pooling capital from HNW individuals into institutional-quality alternative assets
AIFs improve portfolio diversification and access for individual investors
Investors are increasingly looking for innovative ways to optimize their portfolios and minimize tax liabilities
How To Invest
Pinnacle Partners creates tax-advantaged multifamily real estate AIFs for wealth advisors, family offices, and individuals
1
Get In Touch
Tell us more about yourself so we can better understand your goals.
2
Review Due Diligence
Download and review documentation for our open investment opportunities.
Get in touch with our team to learn more about this opportunity.
Get in touch with our team to learn more about this opportunity.
General Inquiries
Blake Backer
Vice President, Investor Relations
blake@pinnacleoz.com
425.736.7084
