Opportunity Zone focus Pinnacle Partners specializes in Opportunity Zone real estate investments, presenting a clear entry point for SPVs, tax-advantaged fund products, and OZ-focused co-investment opportunities that can broaden our client’s portfolio of tax-efficient exits.

Strategic partnerships The firm frequently leverages joint venture partnerships with best-in-class developers across multifamily, workforce and affordable housing, senior housing, industrial, and creative office sectors, creating avenues to propose co-managed funds, construction-to-perm structures, and scalable deployment vehicles for capital partners.

Build-to-Rent momentum Recent launch of a Build-to-Rent Opportunity Zone Fund signals a modernized product line and a potential cross-sell for asset managers, family offices, and private equity clients seeking durable rent-centric strategies with OZ tax incentives.

Tech-enabled selling Pinnacle employs a modern tech stack (HubSpot, Calendly, analytics) for pipeline management and client engagement, indicating readiness for outreach automation, account-based marketing, and data-driven targeting to financial partners seeking streamlined investment workflows.

Scale and collaboration With substantial capital deployment in OZ projects and a mid-sized team, Pinnacle presents an opportunity for growth-focused firms to partner on co-investment, advisory, or distribution agreements, leveraging their niche OZ expertise to access a specialized investor base.