Evidence of an Inflection Point in Multifamily Investing
In this issue: Evidence of a positive change in the multifamily sector as outlined by Origin Investments' Marc Turner ; the workings of depreciation recapture and its benefits for investors; and a detailed look at 721 exchanges and how UPREITs can help defer tax liabilities on appreciated real estate.
Evidence of an Inflection Point in Multifamily Investing
By Marc Turner , Managing Director of Investment Management
The multifamily sector has faced considerable challenges over the past two years, but we recently have started to see numbers pointing toward change. Is the multifamily investment market reaching an... (Read more)
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How Does Depreciation Recapture Work for Investors?
By Isabela Carrasco , Assistant Vice President of Investor Relations
What is depreciation recapture? For many property owners, using this strategy can ease the tax burden on real estate investments for years. And it’s a key tax strategy for investors in 1031 exchange transactions. Origin's Isabela Carrasco explains how it works. (Read more)
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What is a 721 Exchange? How an UPREIT Works
By Michael O'Shea, CFA , Vice President of Origin Exchange
How can owners of appreciated real estate defer tax liabilities on their property? One potential solution is a 721 exchange. This allows investors to contribute their real estate into the operating partnership of a real estate investment trust (REIT). In exchange, they receive operating partnership units, or OP units. This is an especially effective option for investors who no longer wish to find replacement properties through a 1031 exchange. (Read more)
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What We're Up To
Webinar: Deal Momentum, An IncomePlus Fund Update – August 7 at 11 a.m. CT
In April, Origin Co-CEOs Michael Episcope and David Scherer for the first time in more than four years. In a recent article, David wrote about this proactive approach and the potential generational opportunities. We are excited to share an update on prospective deals we have identified.
Recommended by LinkedIn
Join Michael and David next Wednesday, Aug. 7 at 11 a.m. CT for a webinar where they will share details on several potential Fund acquisitions. The webinar will begin with a market overview, discuss the current value and health of the underlying portfolio, examine a few identified deals and how they align with the Fund’s strategy moving forward, and conclude with live Q&A. Please submit questions you would like answered during registration.
AOA (Apartment Owners Association of California) Million Dollar Trade Show - August 22 in Long Beach Convention Center
Join Origin Investments at AOA Million Dollar Trade Show in Long Beach, Calif. August 22nd. Discover the latest industry trends, products, and services, and connect with like-minded individuals.
Visit us at booth 504.
IL CPA Society SUMMIT24 – August 27-28 in Donald E. Stephens Convention Center
Join Origin Investments at Summit24 in Rosemont, Ill. August 27-28. Connect with accounting and finance professionals and experts, and earn continuing professional education (CPE credits).
Visit us at table 5.
Important Dates
Only 3 Months Left: IncomePlus Preferred Terms
With a minimum of $100,000, all new Fund investments made between now and Oct. 31 will pay zero asset management, performance or admin fees through the end of October.
On Nov. 1, capital will be converted to the standard share class and investors will begin paying fees at that time. Those who invest in August will maximize the benefits of these terms.
Origin Investments is a private real estate manager that helps high-net-worth investors, family offices and registered investment advisers grow and preserve wealth. We build, buy and finance multifamily real estate projects in fast-growing markets throughout the U.S.
For more information, visit origininvestments.com.