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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%

Realized Net IRR1

2.25x–2.5x

Realized Net Multiple1

2021

Vintage

Closed-End

Fund Structure

Fund Properties

Elan Rio Grande
Unrealized

Elan Rio Grande

Colorado Springs, CO
Two Rivers Ranch
Unrealized

Two Rivers Ranch

Tampa, FL
Sawtell
Unrealized

Sawtell

Atlanta, GA
AVA Madison
Unrealized

AVA Madison

Nashville, TN
AVA Gainesville
Unrealized

AVA Gainesville

Atlanta, GA
Edgehill Commons
Unrealized

Edgehill Commons

Nashville, TN
Haven at Washington
Unrealized

Haven at Washington

Phoenix, AZ
  1. 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.