QOZ Program Benefits
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.
Investors will be able to defer capital gains realized from a previous investment by reinvesting those capital gains into Origin’s QOZ Fund III.
Investors who hold the investment for 10 or more years will pay zero federal taxes on capital gains earned on the QOZ Fund III investment.
Once its assets are developed, the Fund will hold a portfolio of Class A cash-flowing properties and retain the benefit of depreciation.
Potentially boost your after-tax return by as much as 72%.
An investment in our QOZ Fund can boost your after-tax returns by as much as 72% when you invest capital gains in the Origin QOZ Fund vs. an investment in a similar but non-QOZ fund.2
Year 10 Value of a $1M Investment
Origin QOZ Fund III Strategy
The Fund’s portfolio will consist of ground-up development projects that can produce viable returns before factoring in the QOZ tax benefits.
Path of Growth
We look for properties in the path of growth in already transforming neighborhoods.
After the properties are built, the QOZ Fund will be a diversified portfolio of Class-A properties that produces stable cash flow for investors.
Market and Project Selection
Many of today’s most vibrant neighborhoods were once economically distressed areas. We have been targeting transitioning neighborhoods since we started investing because this is where the highest potential returns 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.
Proven Development Expertise
The total value of ground-up development projects we have completed or in progress is $1.6 billion.
Active Investment Management
QOZ Fund properties must be owned and 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 in optimizing revenue growth and tenant satisfaction while still sweating every penny of controllable expenses to maximize net operating income.
We’re launching our third QOZ Fund soon. If you are already an Origin investor, we will notify you when the Fund is open for investment. If you are not an investor, please sign up to be notified.
1) Targeted performance doesn’t represent an actual investment 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.
2) The tax benefit analysis is hypothetical and is presented for illustrative purposes only. Investors should not expect any level of returns and an investment is subject to the risk of loss. The tax analysis is subject to meeting specified deferral criteria. Please see your tax advisor for more details.