Fund Webinars

QOZ Fund III Update: March, 2024


If you have realized capital gains in the past 180 days, investing those gains into a Qualified Opportunity Zone (QOZ) fund allows you to defer paying federal taxes on the gains until Dec. 31, 2026. These gains could have been generated from the sale of any capital asset such as a company, real estate, stocks, bonds or art. Furthermore, if you hold your investment in a QOZ fund for 10 years, you will not be required to pay federal taxes on the appreciation of your investment.

Targeting a 10% to 12% net IRR, Origin QOZ Fund III plans to invest in, develop and manage a portfolio of multifamily development projects with long-term growth potential located in designated Opportunity Zones across the southwest and southeast United States.

On this webinar, Origin Co-CEO Michael Episcope and Managing Director of Acquisitions Dave Welk speak to the current state of the market, review the Fund’s strategy and benefits, take a closer look at some pipeline deals and answer questions from attendees. 

This article is intended for informational and educational purposes only and is not intended to provide, and should not be relied on, for investment, tax, legal or accounting advice. The information is provided as of the date indicated and is subject to change without notice. Origin Investments does not have any obligation to update the information contained herein. Certain information presented or relied upon in this article may come from third-party sources. We do not guarantee the accuracy or completeness of the information and may receive incorrect information from third-party providers.