What are the benefits of Origin’s 1031 Exchange?

Participants in a 1031 exchange can receive benefits including the indefinite deferral of federal capital gains and state income taxes, the potential for passive income, and simplified estate planning. In addition, Origin Exchange offers numerous features and benefits, including:

Potential future capital diversification: The operating partnership of Origin’s IncomePlus Fund has an option to acquire the DST in exchange for units in its operating partnership. This option, if it is exercised, would diversify the investor’s risk.
Potential enhanced liquidity: If the IncomePlus Fund acquires the DST, the OP units exchanged for the DST interest will be eligible to participate in a redemption program that mirrors the redemption program provided by Origin’s IncomePlus Fund.
Low fees: Typically, DST investments have sales commission and management fees that can be as high as 14%. Origin Exchange charges an acquisition fee and expenses for organizational and operating costs, but it doesn’t pay brokerage sales commissions, which means more of an investor’s capital is going into the purchase of real estate. On a $250,000 investment, and over time, that difference could provide a substantial additional return.
Expert deal sourcing: Origin leverages local experts in its target markets and uses Multilytics℠, its proprietary suite of machine-learning models, to identify areas with high potential for growth.
Direct access: Investors can access DSTs directly and don’t need to work through a broker. Further, a dedicated investor relations team member can answer any questions.