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Opportunity Zone Investing
Tax Advantaged, Community Impact Real Estate
Pinnacle Partners is an early mover and leader in Opportunity Zone (OZ) real estate investing. The firm and its subsidiaries have invested more than $180 Million of equity across 12 projects that consist of approximately 2,000 multifamily units, and two historic adaptive re-use office buildings. Pinnacle seeks best-in-class development partners in target markets across the U.S. with track records of delivering and operating successful projects.
Pinnacle Partners is proud to be recognized as a top tier Opportunity Zone fund manager, according to the Novogradac Opportunity Zones Investment Report from June 2022.
Why Invest with Pinnacle?
Early movers in OZ investing
12 OZ Projects Closed
$590 Million Total OZ Project Costs Capitalized
$180 Million OZ Equity Invested
Established relationships with top developers in target markets
Institutional quality underwriting
Highly selective investment methodology
Deep experience investing in all real estate cycles
Current portfolio consisting of approx. 2000 multifamily units
Advisory Board comprising expert industry professionals
Proven OZ Expertise
Exclusively focused on OZ investing since 2018
Thought leader and expert in OZ regulatory compliance
Successful "round trip" early sale and reinvestment
OZ Program Tax Benefits for Investors
1. Deferral of Capital Gains
Eligible capital gains can be invested into an Opportunity Fund. By investing in an Opportunity Fund, the invested capital gains tax is not due until 2026.
2. No Capital Gains Tax on Fund Profits
After holding an investment in an Opportunity Fund for at least ten years, an investor’s disposition of an investment in the Opportunity Fund does not result in any additional federal income taxes.
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