We have closed on one asset, Biltmore Village in Asheville, North Carolina. It is located across the highest-performing multifamily project in the market and …
If an investor chooses to redeem prior to being invested for at least 10 years, they may not realize any or all of the …
The fund will make three different types of distributions: Distributions of refinance proceeds Considered “debt-financed” distributions, which shall be treated as a return of …
Yes. If an investor has both gross gains and capital losses, the investor can choose to either let the capital loss offset the gain, …
To elect to defer tax on an eligible gain, a taxpayer or their tax preparer will first need to report the gain on the …
Generally, any capital gain from any source or appreciated asset sale can qualify for the QOZ fund investment treatment and deferral. This includes short-term …
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 passes away while still holding their QOZ fund interest, it does not trigger a taxable event. Their beneficiary steps …
For RIC or REIT capital gain dividends, the taxpayer can choose to begin the 180-day period on either:
In general, the 180-day period begins on the day the gain is recognized by the taxpayer. Special considerations for how the 180-day rule applies …
An investment in the Fund might be beneficial to an investor who wishes to defer the tax liability on qualifying capital gains and who …
The QOZ tax laws are Federal tax provisions. Not all states conform to the Federal QOZ deferral rules. California and North Carolina are examples …
Federal Tax deferral through 2026: A taxpayer may elect to defer the tax on some or all of a recently generated capital gain if, …
If there is a current sidecar opportunity available, you can navigate to [insert link or platform here] for details and to participate.
Origin offers sidecar investments for select acquisitions when asset allocations cannot cover the full purchase amount. This ensures strong deals can still be executed …
The concept was popularized by Harvard economist Richard Zeckhauser, who used the motorcycle sidecar metaphor. He emphasized the importance of trusting the “driver”—the skilled …
Conflicts can arise if fund managers bring in outside investors who are not part of the main fund or offer different terms to co-investors. …
Investors benefit from:
Sidecar investments are typically offered to existing investors in the fund on a first-come, first-served basis or proportional to their investment in the fund. …
For example, if a property costs $25 million and the fund can only allocate $15 million, the fund uses its existing capital commitments for …
Sidecar investments are tied to a fund’s investment in a property, with investors co-investing directly alongside the fund. Syndications, on the other hand, involve …
Fund managers offer sidecar investments when they find a great asset that costs more than the fund’s property allocation allows. Instead of passing on …
A sidecar investment is an opportunity for investors to co-invest alongside a private real estate fund in a specific asset that exceeds the fund’s …
As a stand-alone investment, the Fund does not benefit from depreciation. However, as a result of the Fund’s subsidiary REIT structure, investors may be …