Investment Approach
At Pinnacle we seek to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that our clients, people and communities thrive. Our team is responsible for more than 30 million dollars of assets currently under management.
To our clients and investors we offer double digit returns and the piece of mind that their investments are secure in our portfolio of projects. We focus on high-end residential developments in thriving geographical communities and this is why we are able to offer the great returns on investment.
We are always aligning our goals and objectives of our investors through our multi-dimensional platform.
We are laser focused on a consistent and rigorous insights-based RE investment and risk-mitigation process. We aim to align investor goals with occupier needs and believe that helping our investors understand the changing needs of end users will create superior long-term relationships and performance on their investment.
Integrity
Our Principles at Pinnacle believe that it’s a great privilege to serve people and to be entrusted with their investments to help them meet their needs.
Our Investors are expected to commit and contribute to our culture of acting lawfully, ethically and responsibly. Adhering to our ‘Code of Conduct’ is paramount at Pinnacle.
Our people demonstrate a strong personal work ethic and question behaviors inconsistent with our values. To make wise decisions and to do the right thing even when no-one else is looking. Make promises that they can keep. To do what they say and to do it with integrity.
Innovation
We’re a progressive, nimble, talent driven, distribution and funds management infrastructure powerhouse.
Our project team never stop dreaming, inventing, improving, imagining about how we can keep enabling better lives for people in a whole range of ways. We demonstrate flexibility and are prepared to adapt to our constantly changing needs. We strive to be a fund management power house in the Real Estate sector.
Our Funds
Sterling Silver Fund
The “Sterling Silver Fund” is for that avid or first time investor looking to be part of a diversified and sophisticated portfolio of real estate investment. This is a short term solution with excellent returns and a way to Co-Invest with an experienced and well leverage company such as Pinnacle Real Estate Investment & Development.
Type of Investment: Direct Private Investment
Minimum Investment: $ 25,000.00
Targeted Investors IRR: 15.25%
Targeted Investment Period: 6 months
Investment Portfolio: Multi-Family, Residential & Retail
Market Sector: Northeast
Acquisition & Building Costs: $ 4,350,000.00
Initial Posting date: June 20, 2024
Closing Date: December 23, 2024
Platinum Gold Fund
The “Platinum Gold Fund” is for that novice investor that has done some small investing along the way. It is the gold standard when it comes to dynamic growth and customization of your investment. The money pledged will be put to work on multi-family developments, subdivisions, and retail boutique shops int the tri-state area. The returns are good to excellent, and they are well levered from Pinnacle’s accumulated experience of 30 years.
Type of Investment: Direct Private Investment
Minimum Investment: $ 50,000.00
Targeted Investors IRR: 17.30%
Targeted Investment Period: 12 months
Investment Portfolio: Multi-Family, Residential & Retail
Market Sector: Northeast
Acquisition & Building Costs: $ 4,870,000.00
Initial Posting date: July 17, 2024
Closing Date: February 5, 2025
Prestige Fund
The “Prestige Fund” is for that investor that is looking to increase their net worth in the short term. They understand the marketplace and the positive returns that come with real estate in the current market. The Co-Invest with an experienced and well leverage company such as Pinnacle Real Estate Investment & Development. Understanding of the increased opportunity will result in excellent returns.
Type of Investment: Direct Private Investment
Minimum Investment: $ 75,000.00
Targeted Investors IRR: 19.25%
Targeted Investment Period: 12 months
Investment Portfolio: Infrastructure, Multi-Family, Residential & Retail
Market Sector: Northeast
Acquisition & Building Costs: $ 7,155,000.00
Initial Posting date: May 29, 2024
Closing Date: December 31, 2024
Vertex Fund
The “Vortex Fund” is for that confident investor with a diversified portfolio of stocks, bonds and retirement funds and they look to add real estate as part of their portfolio. A passive investor who understands the markets and the cycles of real estate. Patience and risk aversion are qualified by their knowledge, experience, and confidence. They create wealth by co-investing with companies with a good reputation and stronghold on an excellent market sector.
Type of Investment: Direct Private Investment
Minimum Investment: $ 100,000.00
Targeted Investors IRR: 20.90%
Targeted Investment Period: 12 months
Investment Portfolio: Infrastructure, Multi-Family, Residential & Retail
Market Sector: Northeast
Acquisition & Building Costs: $ 6,120,000.00
Initial Posting date: July 29, 2024
Closing Date: February 28, 2025