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Build-to-Rent OZ Fund 4

Tax-Advantaged Investing with Community Impact

Build-to-rent Oz Fund

Why Build-to-Rent?

Due to ongoing national market pressures, including a massive housing supply shortage, unaffordable home prices, high mortgage rates, and changing renter preferences, single family and townhome rental communities are proving to be an increasingly attractive real estate asset class for institutional investors.

For investors, Build-to-Rent (BTR) properties offer the potential of stable cash flow and long-term appreciation, as these properties typically see premium monthly rental rates, lower vacancy rates, and stronger renter profiles who prefer longer term leases than comparable multifamily properties.

Renter demand for this living option also grows, as BTR properties offer a unique blend of flexible leasing, modern amenities, and professional management, with more space and privacy than traditional apartments, all without the financial commitment and burden of purchasing a home.

Read more about the BTR asset class in CBS News

  • $60 Million Fund Size
  • 3 Properties
  • 10+ Years

Fully Defined Portfolio

Pinnacle Partners and Trilogy Investment Company have partnered to deliver a Qualified Opportunity Zone Fund that will invest in three Build-to-Rent townhome development projects within Opportunity Zones in Decatur and Augusta, GA, as well as Huntsville, AL. This tax-advantaged real estate fund is targeting strong risk-adjusted returns, fueled by long-term positive trends in these markets, and a direct-to-sponsor fee and promote structure.

Build-to-rent Oz Fund

Decatur, GA

45 Townhomes

Market-rate townhome development in suburban Atlanta

OZ Fund property

Augusta, GA

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Atlanta, GA Skyline aerial view

Huntsville, AL

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Our Fund Team

Any fund is only as good as the experience behind it. Along with our Pinnacle Partners staff, we have the support and advice of an engaged, experienced group of investment professionals.

  • Advisory Board Glyn Aeppel CEO / President / Founder Glencove Capital
  • Advisory Board Mollie Fadule CFO / CIO JPI
  • Advisory Board A-P Hurd President SkipStone
  • Advisory Board Walt Smith CEO Avenue5 Residential
  • Advisory Committee Dr. Chris Cheng President / CEO GST
  • Advisory Committee Koti Reddy Founder / COO TA Digital

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.

Get in touch with our team to learn more about this opportunity.

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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