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Real Estate Investing Articles and Resources

The Roadmap to Navigating 1031 Exchanges

This guide is the high-net-worth investor’s roadmap to preserving wealth and unlocking passive income through one of the most powerful tax strategies available. Learn how a 1031 exchange helps defer capital gains taxes, transition out of active property management, and reinvest into institutional-quality real estate. Discover how Delaware Statutory Trusts (DSTs) offer access to multifamily assets with monthly income potential and simplified estate planning benefits. Plus, learn how a future 721 exchange could offer even greater diversification.

By Michael O’Shea

QOZ 2.0: What Changes, What Doesn’t—and Why Investing Now Still Matters

Quick Take: The new law making Opportunity Zones permanent introduces stricter eligibility, updated tax incentives, and expanded compliance requirements. While it starts Jan. 1, …

By Michael O’Shea

3 min

Qualified Opportunity Zones 2.0: Key Changes for Investors in 2025

Quick Take: The new “One Big Beautiful Bill” makes the Qualified Opportunity Zone (QOZ) program permanent while introducing major updates. Key changes include a …

By Michael McVickar

3 min

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Education Center

Real Estate Investing Articles and Resources

The Roadmap to Navigating 1031 Exchanges

QOZ 2.0: What Changes, What Doesn’t—and Why Investing Now Still Matters

Qualified Opportunity Zones 2.0: Key Changes for Investors in 2025

Latest Stories

Unlock Growth in Your Advisory Practice with 2 Tax-Planning Strategies

QOZ Fund III Update + OZ 2.0 Insights with Ashley Tison

How to Generate Passive Income & Preserve Wealth

The Roadmap to Navigating 1031 Exchanges

QOZ 2.0: What Changes, What Doesn’t—and Why Investing Now Still Matters

What Most Real Estate Investors Get Wrong About 1031 Exchanges

Qualified Opportunity Zones 2.0: Key Changes for Investors in 2025

Multifamily Playbook: Balancing Opportunity and Selectivity in 2025

A Multifamily Mid-Year Check-In: Insights, Data & What Comes Next with Economist Robert Dietz

How Origin Uses AI-Driven Rent Forecasting to Guide Investment in Sunbelt Markets

Investing Education

How to Generate Passive Income & Preserve Wealth

The Roadmap to Navigating 1031 Exchanges

QOZ 2.0: What Changes, What Doesn’t—and Why Investing Now Still Matters

What Most Real Estate Investors Get Wrong About 1031 Exchanges

Qualified Opportunity Zones 2.0: Key Changes for Investors in 2025

Multifamily Playbook: Balancing Opportunity and Selectivity in 2025

Tariffs, Treasuries and REITs: Navigating Currents for Private Markets

Depreciation: A Key Tax-Advantaged Strategy for Income Investors

Origin Exchange Update: Expanding DST Opportunities from Nashville to Charlotte

Navigating Tariff Pressures and Multifamily Investment Opportunities

Investing with Origin

How Origin Uses AI-Driven Rent Forecasting to Guide Investment in Sunbelt Markets

Origin’s Target Markets Enter a New Cycle with Strong Demand Drivers

How the IncomePlus Fund Outperforms Competitors in a Turbulent Market

2025 Rent Growth Forecast Report

The Origin Story: Creating a Better Way to Invest

Multilytics® Rent Forecast Accuracy Report January-June 2024

Why Origin’s Co-CEOs Are Its Biggest Investors—and Why it Matters

How Multilytics® Changed Multifamily Investing

Risk Management is Key to Origin’s Investment Strategy

Qualified Opportunity Zones vs. 1031 Exchanges

QOZ Investing

Unlock Growth in Your Advisory Practice with 2 Tax-Planning Strategies

QOZ Investor Guide 2025

QOZ Benefits: Unlocking the Potential of Qualified Opportunity Zone Investments

Webinar: QOZ Fund III Update

What are the Potential Tax Benefits of Investing in a QOZ?

What is a Qualified Opportunity Zone Fund, and How Does It Work?

Origin’s Deal Pipeline Fuels New QOZ Fund III

Stress-Testing Origin’s Qualified Opportunity Zone II Fund

New Legislation Proposes Extending Opportunity Zone Incentives

QOZ Investing: REITs Versus LLCs as Fund Structures

For Advisors

Unlock Growth in Your Advisory Practice with 2 Tax-Planning Strategies

It’s Time to Rebalance Investment Portfolios: Why You Should Consider Multifamily

4 Factors Investors Should Consider to Avoid a DST Yield Trap

How Private Real Estate Adds Value to Your Practice

Alternative Investment Benefits: 3 Key Criteria for Client Portfolios

How to Help Your Clients Find Risk-Adjusted Income in Today’s Market

3 Ways Investment Professionals Should Put Client Interests First

Fund Updates

QOZ Fund III Update + OZ 2.0 Insights with Ashley Tison

A Multifamily Mid-Year Check-In: Insights, Data & What Comes Next with Economist Robert Dietz

Expand Your Practice with Tax-Advantaged Strategies

Prepping for a Real Estate Resurgence: An IncomePlus Fund Update

Tariffs and the Potential Impact on Multifamily Real Estate

Opportunity in Motion: What’s Ahead for QOZ Fund III

The Future of Opportunity Zones with OZ Advisor Ashley Tison

Portfolio Allocation: The Evolving Role of Private Real Estate

Shaping Our 2025 IncomePlus Fund Strategy

New DST Opportunity: Nashville Queens

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