Defer and eliminate capital gains taxes with multifamily developments.
Target Net Return1
The Qualified Opportunity Zone program was created under the Tax Cuts and Jobs Act of 2017 to incentivize real estate investment in targeted communities in need of economic development, called QOZ’s. It provides significant tax advantages to investors who invest with capital gains. Some examples of assets that can be sold and the proceeds reinvested in a QOZ are stocks, real estate, a private business, precious metals, cryptocurrencies and art.
Potentially boost your after-tax returns when you invest capital gains in the Origin QOZ Fund III versus an investment in a similar but non-QOZ fund.
Origin QOZ Fund III Investment
Non QOZ Fund Investment
Assumes 2.25x net equity multiple return before factoring taxes and tax benefits and same investment basis as equivalent taxable investment ($762,000).
The Fund intends to invest in projects that we believe will likely produce risk-adjusted returns before factoring in the QOZ tax incentives.
We look for properties located in fast-growing markets in already transforming neighborhoods.
After the properties are built, the QOZ Fund intends to be a geographically diversified portfolio of Class A properties that aims to produce stable cash flow for investors.
Many of today’s vibrant neighborhoods were once economically distressed areas. We have targeted transitioning neighborhoods since we founded Origin in 2007 because this is where some of the highest risk-adjusted return opportunities exist. We look for the most promising blocks within QOZs with strong population and job growth, a diverse economy and higher forecasted demand than supply.
We have $2.4 billion of ground-up development projects in progress or completed.
QOZ Fund properties will be operated for at least five to seven years after construction to meet the QOZ program’s 10-year hold requirement. Our experienced investment management team has decades of operational experience and strives to optimize revenue growth, scrutinizing every dollar of controllable operating expenses to try to maximize investor returns.
Download the deck to get more detail about:
Our Fund Strategy
QOZ Tax Benefits