This article was originally published on May 21, 2024. Quick Take: An UPREIT, or 721 exchange, lets owners of appreciated investment real estate contribute property …
Origin Investments’ Mike O’Shea breaks down the growing popularity of Delaware Statutory Trusts (DSTs) in 1031 exchanges. Discover how investors can move from active property management to passive ownership—and how Origin’s transparent fee structure and multifamily focus set it apart.
Tired of endless 1031 exchanges? In this video, Origin Investments’ Mike O’Shea introduces the 721 exchange (UPREIT) strategy—a smarter, more flexible way to stay invested in real estate. Learn how it helps investors eliminate single-asset risk, avoid high fees, and build long-term wealth through the Origin IncomePlus Fund.
Learn the essential rules and timelines for completing a successful 1031 exchange. Origin Investments’ Mike O’Shea explains key IRS requirements, common mistakes to avoid, and how to structure your exchange to fully defer capital gains taxes.
This guide is the high-net-worth investor’s roadmap to preserving wealth and unlocking passive income through one of the most powerful tax strategies available. Learn how a 1031 exchange helps defer capital gains taxes, transition out of active property management, and reinvest into institutional-quality real estate. Discover how Delaware Statutory Trusts (DSTs) offer access to multifamily assets with monthly income potential and simplified estate planning benefits. Plus, learn how a future 721 exchange could offer even greater diversification.
Quick Take: 1031 exchanges offer powerful tax-deferral benefits for real estate investors, but common misconceptions can lead to costly mistakes. Contrary to popular belief, these …
On the webinar, Origin’s Head of Private Wealth Michael O’Shea and top RIAs–Will Rollinson and Ryan Fleischer–shared how they leverage real estate to help clients …
At Origin Investments, we’ve built a powerful platform for 1031 exchange investors—Origin Exchange—designed to help preserve capital, defer taxes, and generate passive income through …
Looking to defer taxes, simplify estate planning, and gain passive exposure to institutional-quality real estate? A Basic Guide to 721 Exchanges from Origin Investments walks you through how this strategy—also known as a 721 UPREIT exchange—can convert property ownership into operating partnership (OP) units, providing enhanced liquidity, diversification, and monthly income without active management. Download the guide to explore the full process, key benefits, and how it compares to a traditional 1031 exchange.
A 1031 exchange allows real estate investors to defer capital gains taxes when selling an investment property. Using an exchange provides many advantages, including …
Origin Exchange, our 1031 exchange program that benefits investors by focusing only on institutional-quality DST assets and offering a simplified fee structure, is excited …
Since the mid-2000s, the popularity of using Delaware Statutory Trusts (DSTs) as 1031 replacement property has increased among wealthy Americans and their financial advisors. …
In May, we introduced Origin Exchange, a program that aims to simplify the 1031 exchange process and benefit investors by focusing only on institutional quality …
Are you the owner of appreciated real estate looking to sell but have concerns about the tax liability? Are you considering using a 1031 …
For all their long-term tax advantages, real estate investments also can be structured to provide immediate tax benefits. For decades, investors have used 1031 …
A 1031 exchange is a common way for real estate investors to defer capital gains taxes on the sale of an investment property. But …
There are many benefits of owning commercial real estate. The asset class provides income and appreciation potential, competitive risk-adjusted returns, tax-efficient cash flow and …
