A Delaware Statutory Trust (DST) is a legally recognized trust structure that allows multiple investors to co-own fractional interests in institutional-grade real estate. DSTs …
Through Origin Exchange, investors can exchange their properties for professionally managed, institutional-quality DST assets, earning monthly distributions and potential capital appreciation. KEY BENEFITS
While a 721 exchange offers significant benefits, investors should be aware of key considerations before making the transition:
A 721 exchange allows investors to contribute property to a partnership in exchange for operating partnership (OP) units, providing ownership interest and access to …
A 721 exchange, also known as an UPREIT (umbrella partnership real estate investment trust) exchange, allows investors to exchange real estate for partnership interest …
A 1031 exchange allows investors to defer capital gains taxes and reinvest 100% of their proceeds. Selling an investment property outright may make sense …
The 1031 exchange timeline begins as soon as the relinquished property is sold. Investors must adhere to strict deadlines to qualify for tax deferral: …
The like-kind requirement means that the relinquished property, or property being sold, and the replacement property, the property being acquired, must both be real …
A 1031 exchange is a tax-deferral strategy that allows real estate investors to sell an investment property and reinvest the proceeds into a “like-kind” …
Yes, a 1031 exchange can be used to consolidate multiple properties into a single replacement asset. One common strategy is exchanging multiple properties into …
In addition to the benefits of tax deferral (until Dec. 31, 2026) and tax exemption on appreciation of the capital gain investment (if investment …
What is the difference between a 1031 exchange and a Qualified Opportunity Zone (QOZ) investment?
faq
A 1031 exchange and a QOZ investment both offer tax benefits but differ in eligibility, investment flexibility and long-term tax treatment. 1031 Exchange QOZ …
The minimum investment is $50,000.
With the Trump administration, we are optimistic that the Tax Cuts and Jobs Act of 2017 will be extended, but we do not know …
When we have raised $200 million or Dec. 31, 2025, whichever occurs first.
We have closed on one asset, Biltmore Village in Asheville, N.C. It is located across the highest-performing multifamily project in the market and less …
If an investor chooses to redeem before being invested for at least 10 years, they may not realize any or all of the potential …
The fund will make three different types of distributions: Distributions of refinance proceeds These are considered “debt-financed” distributions, which will be treated as a …
Yes. If an investor has a net capital loss in a year that’s made up of a gross loss that outweighs a gross capital …
To elect to defer tax on an eligible gain, the taxpayer must report the gain on the applicable IRS tax form for the taxable …
A capital gain occurs when you sell or dispose of a capital asset for more than its original purchase price or cost basis. It …
It depends on the type of trust. Generally, revocable trusts are grantor trusts. The grantor pays the income and capital gain taxes generated by …
If a QOZ fund investor dies while still holding their QOZ fund interest, it does not trigger a taxable event. Their beneficiary steps into …