You can’t engage in a 1031 unless you and your partners agree to dissolve the LLC and restructure into a TIC. This is called …
A DST can invest in any asset class of commercial real estate—multifamily, office, industrial or retail. Origin Investments focuses exclusively on multifamily investing because we believe …
Owning tangible property is more complex than owning a share of stock. DST investments come with certain risks and limitations, and investors should understand …
Some key benefits to investors include: Tax Deferral DST investors receive the same tax benefits as if they had completed their own 1031 exchange. …
At some point in their investment journey, these active owners will progress out of the accumulation and growth phase. They may be approaching retirement …
Through Origin Investments’ platform, Origin Exchange, investors can exchange their properties for professionally managed, institutional-quality DST assets, receiving monthly distributions and the potential for capital …
While there are many advantages in utilizing a 721 exchange, it’s important for investors to understand the rules and regulations. Here’s what to know:
In a 721 exchange, an investor contributes property to a partnership in exchange for OP units. These units represent an ownership interest in the …
In a 1031 exchange, the investor can defer capital gains taxes by selling investment property and reinvesting the proceeds into a “like-kind” asset. (If you’re …
Section 721 of the Internal Revenue Code allows investors to contribute property in exchange for interest in a partnership. REITs often hold their properties through …
The benefits to a 1031 exchange are myriad. Here are two key ones investors will receive: Tax deferral: There are many taxes on the sale …
Day 1 Day 45 Day 180 Existing (relinquished) property is sold Replacement property is identified and documented Replacement property has been purchased and title …
As with any tax-based strategy, the requirements are complex, so it is important for investors to complete the 1031 exchange with experienced advisors (learn …
A 1031 exchange, or Starker exchange, is named after Section 1031 of the U.S. Internal Revenue Code. It allows investors to defer capital gains taxes on …
A 1031 exchange is a common way for real estate investors to defer capital gains taxes on the sale of an investment property. But …
Participants in a 1031 exchange can receive benefits including the indefinite deferral of federal capital gains and state income taxes, the potential for passive …
Our philosophy is to create financial solutions that help our investment partners grow and protect their wealth. Launching Origin Exchange was an easy decision. The …
Only capital gains qualify for QOZ fund investments, so to the extent gains are recharacterized as ordinary income under Section 1245 of the Code, …
Qualified Opportunity Zones (QOZs) were implemented as part of the Tax Cuts and Jobs Act of 2017. QOZ funds allow investors to defer and eliminate …
The minimum investment is $50,000.
At this time, we are not expecting an extension of the QOZ program; however, this may change. UPDATE POST ELECTION 2024
QOZ Fund III is expected to close 12/31/2025.