Origin Investments

Are your clients receiving proceeds from property or business sales? They rely on your expertise to navigate tax-advantaged solutions. This free webcast will equip you with the expertise to guide clients through complex real estate transactions and provide them with the best financial strategies.

Today, more advisors than ever are considering private real estate for their clients’ portfolios in search of inflation-protected returns, passive income and public market diversification. Whether you currently advise on private real estate or want to learn more about this asset class, selecting the right fund manager to help your clients achieve their unique financial goals can be a challenge.

On this webinar, Origin Investments Co-CEO David Scherer will discuss the ways private real estate benefits an investor’s portfolio and why an increasing number of RIAs are allocating to private real estate. Plus, he’ll provide an overview of the diversified multifamily real estate funds that Origin offers to investors.

More than $75 billion has been invested in Qualified Opportunity Zones (QOZs) since the government program was created under the Tax Cuts and Jobs Act of 2017. On this webinar, Origin Investments Co-CEO David Scherer will discuss the QOZ program’s background and detail the significant tax advantages provided to those who invest in a QOZ using capital gains, such as tax deferral, reduction and elimination. Plus, he’ll provide an overview of Origin’s QOZ Fund II, which is currently accepting new commitments. The first Origin QOZ Fund closed in July 2021 after raising more than $265 million from over 800 investors.

In this webinar you will:

• Understand what a Qualified Opportunity Zone (QOZ) is and why the program was created
• Discover what types of gains are eligible to receive the tax advantages of investing in a Qualified Opportunity Zone
• Find what to look for when evaluating a QOZ investment for your clients