QOZ Fund II
Tax-advantaged multifamily ground-up developments.
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.
Defer your capital gains realized from a previous investment through the end of 2026 by reinvesting those capital gains into Origin's QOZ Fund.
Invest in the QOZ Fund prior to January 1, 2022 to reduce your deferred capital gains tax liability by 10%.
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 Strategy
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
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
Our team has executed more than $1.5 billion of multifamily real estate development projects diversified throughout 15 high-growth geographical markets.
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.
Equity Raised for Origin QOZ Fund I
Cost of Origin QOZ Fund I Projects*
Projects In QOZ Fund I*
*Includes the estimated total costs of six closed deals and five deals currently completing due diligence and, as of September 2021, are expected to close.