C-QOZ ( Qualified Opportunity Zone program )Fund II
The Qualified Opportunity Zone program was created 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 Elimination
Pay $0 in tax on the capital gains the QOZ Fund receives from holding the investment for 10 years or more.
Increase your after-tax return by up to 72%.
An investment in our QOZ Fund can increase your after-tax returns by up to 72% when investing in a similar but non-QOZ fund when you invest capital gains in the Origin QOZ Fund.
View Assumptions
10th Year Value of $1 Million Investment
Origin QOZ Fund II Investment – $2,012,000
Non-QOZ Fund Investment – $1,487,805
Origin QOZ Fund II Strategy
Foundation Development
The fund’s portfolio consists of key development projects that can generate viable returns before taking into account the QOZ tax benefits.
Growth Path
We are looking for properties on the path to growth in neighborhoods that are already transforming.
Build-Core
Once the properties are built, the QOZ Fund will have a diversified portfolio of Class A properties that generate stable cash flows for investors.
Why Origin?
Market and Project Selection
Many of today’s busiest neighborhoods were once economically distressed areas. We’ve been targeting transitional neighborhoods since we started investing because that’s where the highest potential returns are. With strong population and job growth, a diverse economy, and projected demand higher than supply, we are looking for the most promising blocks within the QOZs.
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-$886M
