New Legislation Proposes Extending Opportunity Zone Incentives

Topic:  • By Origin Investments • August 31, 2022 Views

The latest news and updates from Origin Investments  |  8/27/2022

 
 
 

WHAT WE’RE THINKING

 
 
 

By Michael McVickar, Origin General Counsel

 

Bipartisan legislation could give investors a second chance to increase the amount of their deferred taxes through a QOZ fund. While the original deadline to benefit from a 10% reduction in the amount taxed on capital gains was Dec. 31, 2021, the Opportunity Zones Transparency, Extension and Improvement Act, introduced in early April, makes some revisions to the original 2017 law. The bill has not been scheduled for debate, but it is important to monitor what this legislation could mean for investors with capital gains. Learn more by reading the article below.

 
 
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By Jonathan Spitz, Origin Assistant Vice President of Investor Relations

 

A closed-end fund is one of the most common private equity real estate investment vehicles today. This fund structure has a finite life, with the fundraising period typically spanning one or two years. That means investors can join the fund at different times. And that leads to one of the most frequently asked questions we receive: Is there an advantage in investing earlier as opposed to waiting until the end of the fundraising period, when more assets have been identified? The short answer is yes. To learn about the mechanics of fundraising and capital deployment inside a closed-end private real estate fund, read the article below.

 
 
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WHAT WE’RE UP TO

 
 

WEBINAR: Ask Origin

 

Thursday, September 8 • 10 a.m. CT

 

Do you have questions about private real estate investing? Join Origin Co-CEOs Michael Episcope and David Scherer for another edition of Ask Origin. We held the first interactive webinar in this series back in June and received a tremendous response from investors looking for insight on how to weather an evolving investment landscape. Composed entirely of live Q&A, attendees can ask questions about anything related to real estate investing. Submit your questions when registering or ask them in real time on the webinar.

 
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WEBINAR: Growth Fund IV September Update

 

Tuesday, September 13 • 1 p.m. CT

 

Join us on Tuesday, Sept. 13, for an update on Growth Fund IV, a portfolio of ground-up developments in high-growth markets across the southwest and southeast United States. The Fund’s first eight assets have already appreciated $53 million on the land alone, with that value being passed on to investors. Register below to learn why more than 750 investors have selected this investment vehicle.

 
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RECENT WEBINARS

 
 
 
 
 
 
 
 

IMPORTANT UPCOMING DATES

 
 
 
 

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QOZ Investment Deadline
 

If you have realized gains from partnerships or pass-through businesses that don’t directly pay corporate income tax, you have 180 days from the tax deadline of March 15, 2022, to re-invest those gains.

 
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IncomePlus Fund Trade Date
 

The IncomePlus Fund admits new investors on the first of each month. To get invested on September 1, the deadline to complete subscription documents and provide funding is Wednesday, August 31. This open-end Fund provides a monthly stream of tax-efficient income and capital appreciation.

 
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Multifamily Credit Fund Third Closing
 

The deadline to complete subscription documents to participate in the Origin Multifamily Credit Fund’s third fundraising closing is September 30. With a capital call set for early October, investors who complete subscription documents by Sept. 30 will have 90% to 100% of their committed capital put to work right away.

 
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PROPERTY HIGHLIGHT

 
 

AVA Build-for-Rent Communities – QOZ Fund II

 
 

We are excited to announce the addition of two new build-for-rent communities as part of Origin QOZ Fund II. We have partnered with Atlanta-based TWO Capital Partners for the development of AVA Gainesville, a 231-unit community northeast of Atlanta, and AVA Madison, a 199-unit townhome community north of Nashville. Build-for-rent single family homes have become increasingly popular as many households desire to experience the comfort of owning a home but have been priced out of the market. Build-for-rent homes have also benefited from the influx of remote workers who do not want to be tied to a single location. AVA Gainesville will benefit from $10 million in tax credits over the life of the investment, while AVA Madison is already seeing for-sale homes nearby trading at a $150,000-$200,000 premium to our per-unit development basis.

To learn more about these deals and others like them within our open investment Funds, please visit our offerings page.

 
 
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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.