What to Know About the Different Types of Real Estate Investments

Topic:  • By Origin Investments • August 1, 2020 Views

The latest news and updates from Origin Investments  |  August 1, 2020

 
 
 
 

WHAT WE’RE THINKING

 
 
 
 

Jonathan Spitz, Origin Senior Associate

 
 

7 min read

 
 

This article covers the differences in structure, liquidity considerations, acquisition strategy and tax implications of choosing between a private open-end and closed-end real estate fund.

 
 
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1031 Exchange vs. QOZ Real Estate Investing: Which Tax Break is Better?

 
 

Michael McVickar, Origin General Counsel

 
 

6 min read

 
 

For decades, investors have used Section 1031 exchanges to swap real estate assets without triggering taxable gains. Now the Qualified Opportunity Zone program provides another way to postpone and even eliminate certain taxable gains. So which is better, a 1031 tax exchange or a QOZ real estate investment?

 
 
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What is the Difference Between Private REITs, Public Non-Traded REITs and Publicly Traded REITs?

 
 

Geoff Shaver, Director of Public Securities

 
 

4 min read

 
 

It’s crucial that all investors understand the differences between the three main categories of REITs to make the right choices that complement their other holdings. Read this article to find out how each category differs.

 
 
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WHAT WE’RE READING

 
 
 
 
 

WHAT WE’RE UP TO

 
 

RECENT WEBINAR REPLAY

 

 

UPCOMING ORIGIN FUND WEBINARS

 
 

Considering investing in one of our open private real estate Funds? Get a behind-the-scenes look at the Origin IncomePlus and QOZ Funds on our upcoming webinars.

 
 
 
 

Tuesday, August 25 at 1 P.M. CT

 
 
Register Here
 
 
 
 

Wednesday, August 26 at 1 P.M. CT

 
 
Register Here
 

 

UPCOMING MARKETS WEBINARS

 
 
 
 

Tuesday, September 1 at 11 A.M. CT

 
 

All REITs are not created equal, and all REITs did not respond equally to Q2 volatility. Origin Principal David Scherer and Path by Origin Director of Public Securities Geoff Shaver will discuss their top takeaways from the Q2 earnings season, where REIT management teams share recent performance and their outlooks for the rest of 2020 and beyond.

 
 
Register Here
 

 
 
 

Wednesday, September 2 at 11 A.M. CT

 
 

Real estate is a long-term investment, which makes the market, sub-market, neighborhood and street location critical when deciding where to buy. On this webinar, Origin Principal David Scherer and Origin Director of Acquisitions Tom Briney will discuss the criteria we use to select our target markets, changes that we’re seeing in our target markets due to COVID-19 and our favorite markets to invest in private real estate in this environment.

 
 
Register Here
 

 

PROPERTY HIGHLIGHTS

 
 
 
 

Maple Street Lofts is Origin’s first investment since the COVID-19 pandemic began. It’s a 192-unit, Class A multifamily development located 19 miles northwest of downtown Chicago. The IncomePlus Fund’s investment in Maple Street Lofts is a preferred equity position with a 14% target annualized yield.

 
 
View Deal Spotlight
 
 

Leasing Begins at Origin Fund III Asset, Haven at Bellaire

 
 

We acquired Haven at Bellaire at the end of 2019 as a ground-up multifamily development for Origin Fund III. The 297-unit development is on schedule and currently under budget. The leasing process began in early July and we’ve already signed seven leases so far. The first of nine residential buildings and clubhouse are slated to be open mid-September.

 

 

NEW EMPLOYEE SPOTLIGHT

 
 

Tony Schirmang, Vice President of Investor Relations

 
 
Tony_Headshot.jpg
 
 

Tony is a recent addition to Origin’s investor relations team and will be serving the needs of our RIA clients both before and after the investment process. Prior to Origin, he worked as a Director of Wealth Management at Polaris Greystone Financial Group, a San-Francisco-based RIA that managed about $2 billion in AUM. Tony obtained a Bachelor of Business Administration from Miami University of Ohio and holds a Certified Financial Planner certification. In his free time, he enjoys all types of fitness, traveling, volunteering and spending time with his wife and four children.

 
 

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Origin Investments

Origin Investments is a top-ranked real estate firm committed to educating investors on private equity commercial real estate.