Origin’s Scherer On Opportunity Zone Update

David Scherer, Co-CEO, Origin Investments provides a timely update on the Qualified Opportunity Zone program and how it stands to benefit investors in 2022 and beyond.

How Qualified Opportunity Zone Investing Helps Investors.

More than $75 billion has been invested in Qualified Opportunity Zones (QOZs) since the program was created under the Tax Cuts and Jobs Act of 2017. Investing in a Qualified Opportunity Zone fund offers significant tax advantages to people who invest with short- or long-term capital gains.

A bipartisan bill up for consideration this fall may extend current QOZ legislation and expand tax benefits, adding even more opportunity to these investments. QOZ funds have the potential to provide unlimited tax-free growth for your high-net-worth clients.

On this webinar, Origin Investments Co-CEO David Scherer will discuss the QOZ program’s background and detail its significant tax advantages, such as tax deferral and elimination. Plus, he’ll provide an overview of Origin QOZ Fund II, which is accepting new commitments, and share why Origin has raised more than $435 million for its QOZ Funds from more than 1,500 investors.

Topics will include:

  • What a QOZ is and why the program was created
  • What types of gains are eligible to invest in a QOZ
  • How a proposed law could further enhance QOZ investments
  • How to evaluate a QOZ investment for your clients

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Origin Investments is a private real estate manager that provides best-in-class real estate solutions for advisors and their clients. They build, buy and lend to multifamily projects in fast-growing markets throughout the U.S. Their performance ranks them in the top decile of the best-performing private real estate fund managers ranked globally by Preqin.