QOZ Fund III Overview (Nov., 2023)
If you have realized capital gains in the past 180 days, investing those gains into a Qualified Opportunity Zone (QOZ) fund allows you to defer paying federal taxes on the gains until Dec. 31, 2026. These gains could have been generated from the sale of any capital asset such as a company, real estate, stocks, bonds or art. Furthermore, if you hold your investment in a QOZ fund for 10 years, you will not be required to pay federal taxes on the appreciation of your investment.
Targeting a 10% to 12% net IRR, Origin QOZ Fund III plans to invest in, develop and manage a portfolio of multifamily development projects with long-term growth potential that are located in designated Opportunity Zones across the southwest and southeast United States.
Join Origin Co-CEO Michael Episcope and Senior Vice President of Acquisitions Kyle Verhasselt on Thursday, Nov. 30 at 1 p.m. CT for an overview of QOZ Fund III. Michael and Kyle will briefly detail the benefits of the Opportunity Zone program, review the Fund’s strategy and pipeline, share Origin’s prior QOZ experience and answer questions from attendees. Please submit any questions you would like answered during registration.
Can’t make it live? Register and the recording will be sent to you after the webinar.