Schedule a call or request the Confidential Origin Paradise Park OZ Fund, LLC PPM for further details.
It depends on when you invest: The two sets of rules treat deferral timing differently. Your tax advisor can confirm which rules apply to …
Redemption terms are set out in the fund’s Private Placement Memorandum (PPM). Redeeming or selling before 10 years may reduce or eliminate the tax …
Gains treated as capital gains for federal tax purposes, including those from the sale of stock, real estate, or a business. Only the gain …
Generally, 180 days from the date the gain is realized. Some gains, such as those passed through a partnership, may have a different start …
A QOZ fund is a private investment vehicle that invests in real estate or businesses located in federally designated Qualified Opportunity Zones. Eligible investors …
Origin Opportunity Zone Fund III, LLC is a closed-ended real estate fund that invests in qualified opportunity zone businesses (QOZBs), which own and develop …
The Fund primarily focuses on:
The Fund was created in 2019 to deliver both current income and appreciation in a tax-efficient manner. The Fund’s objective is to:
If the IncomePlus Fund chooses to acquire the DST, the redemption program is the same as the IncomePlus Fund’s.
If the IncomePlus Fund does not execute its fair market value option to acquire the DST, the expectation is that the asset will continue …
The operating partnership units will be substantially equivalent to IncomePlus Fund units.
There is no fee payable in connection with the IncomePlus Fund’s exercise of the fair market value option.
No. However, if the IncomePlus Fund elects not to acquire the DST interest, you can opt to do a subsequent 1031 exchange.
No. The investor is required to remain in the DST until the asset is either acquired or sold by the IncomePlus Fund.
DST investors will receive a “substitute 1099” from the DST trustee, which will provide the investor with taxable income details. If the DST interests …
Cash flow during the DST period is a function of many variables, including cap rate, financing costs and property-level expenses. While cash flow can …
Origin Exchange’s Delaware Statutory Trust (DST) real estate assets are consistent with Origin’s stringent investment criteria: multifamily properties in the path of growth, geographically …
The entity that is selling the asset to be exchanged in a 1031 exchange transaction must be the entity that acquires the DST interest. …
Investors in Origin Exchange must be accredited investors.
The minimum investment is $250,000. There is no cap on how much you can invest.
Origin Exchange’s fee structure is intentionally streamlined. The DST fee structure includes an upfront fee to cover organizational and offering expenses, along with an …
You will receive a K-1 form. Although our goal is to finalize our K-1s by April 15 of each year, the Fund may be …
Depending on the offering, the minimum investment ranges from $50,000 to $100,000.
A private placement memorandum (PPM) serves as a comprehensive document outlining material details about the offering. A PPM is a securities disclosure document used …
Investments in Origin Funds are generally illiquid, and investors should anticipate holding their investment for the period specified in each Fund’s respective private placement …
There are a few avenues to stay up to date on the performance: the Origin portal, quarterly investor reports and webinars.
Depending on the specific offering, you might either be required to send capital immediately after signing the subscription documents or to wait until your …
Prospective investors interested in subscribing to a Fund can do so using our investor portal. Once subscription documents have been reviewed by our internal team, …
A qualified purchaser is an individual or a family-owned business that owns $5 million or more in investments, not including a primary residence or …
Verified investors do not need to re-submit accreditation for a period of five years after initial submission.
Verifying your accreditation status through one of the approved methods above is required to invest in an Origin Fund.
Origin will provide a standard accreditation letter that can be signed off on by a CPA, attorney or financial adviser. If those options aren’t …
Origin Funds are offered pursuant to an SEC rule referred to as 506(c). The rule requires that Origin verify the accreditation status of each …
An entity satisfies the SEC’s definition of an accredited investor by meeting one of the following criteria:
Generally, an individual is an accredited investor if they meet one of the following criteria:
To invest in Origin Funds, investors must meet the SEC’s criteria of being an accredited investor.
You can reach our team in one of two ways: