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QOZ Fund II

Tax-advantaged, build-to-core development projects with high growth potential.

TARGET NET IRR
10–12%
HOLD PERIOD
10+ Years
TARGET NET EQUITY MULTIPLE
2.25–2.5x
INVESTMENT OBJECTIVE
Growth
ASSET TYPE
Multifamily
RISK-RETURN PROFILE
Opportunistic

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. 

Tax Deferral

Defer your capital gains realized from a previous investment through the end of 2026 by reinvesting those capital gains into Origin's QOZ Fund.

Tax Reduction

Invest in the QOZ Fund prior to January 1, 2022 to reduce your deferred capital gains tax liability by 10%.

Tax Elimination

Pay $0 taxes on capital gains the QOZ Fund generates by holding the investment for 10 or more years.

Boost your after-tax return by more than 75%.

An investment in our QOZ Fund can boost your after-tax real estate returns by more than 75%, as compared to a non-QOZ investment in similar properties.

Year 10 Value of a $1M Investment

Origin QOZ Fund II Investment
$
Non QOZ Fund Investment
$

Origin QOZ Fund II Strategy

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Ground-Up Development

The Fund’s portfolio consists of ground-up development projects that can produce viable returns before factoring in the QOZ tax benefits.

Path of Growth

Path of Growth

We look for properties in the path of growth in already transforming neighborhoods.

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Build-to-Core

After the properties are built, the QOZ Fund will be a diversified portfolio of Class-A properties that produces stable cash flow for investors.

Why Origin?

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 

Origin Mulitlitics Heatmap
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Value of Ground-Up Development Projects in Progress or Completed

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 constructing 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.

Effective Investment Management

$265M

Equity Raised for Origin QOZ Fund I

$864M

Cost of Origin QOZ Fund I Projects*

11

Projects In QOZ Fund I*

*Includes the estimated total costs of eight closed deals and three deals currently completing due diligence and, as of November 2021, are expected to close.

Get your QOZ Fund II due diligence documents today.