Closed
QOZ Fund II
Investment Summary
Origin QOZ Fund II is a portfolio of transformational multifamily ground-up development projects that seeks significant tax advantages to investors who invest with capital gains. The Fund was formed as a result of the Opportunity Zone program created by the Tax Cuts and Jobs Act of 2017 and invests in institutional-quality projects located in some of the fastest-growing markets in the United States.
10%–12%
Target Net IRR1
2.25x–2.5x
Target Net Multiple1
2021
Vintage
Closed-End
Fund Structure
Fund Properties
Unrealized
Elan Rio Grande
Colorado Springs,
CO
Unrealized
Two Rivers Ranch
Tampa,
FL
Unrealized
Sawtell
Atlanta,
GA
Unrealized
AVA Madison
Nashville,
TN
Unrealized
AVA Gainesville
Atlanta,
GA
Unrealized
Edgehill Commons
Nashville,
TN
Unrealized
Haven at Washington
Phoenix,
AZ
- Targeted performance assumes a sale of the Fund’s investments 10 years after the Fund’s close. Targeted performance doesn’t represent an actual investment in the Fund and frequently has sharp differences from actual returns. Targeted returns are inclusive of appreciation and reinvestment of distributions and are net of fees. There can be no assurance that the Fund will achieve comparable results or meet its target returns.