Origin Investments QOZ Fund

Fund Summary

Fund Managers:

The Fund’s strategy is to assemble a portfolio consisting primarily of ground-up development projects that are able to produce viable returns before factoring in the QOZ tax benefits.

The Origin QOZ Fund will focus on several major U.S. markets, including Atlanta, Austin, Charlotte, Chicago, Dallas, Denver, Houston, Nashville, Phoenix, and Raleigh. Each of these target markets exhibit strong demographic indicators of future demand, such as job growth and population growth. Within each market, the Fund will focus on QOZ land tracts in submarkets that possess infill locations that are highly walkable and have access to public transportation, highways and retail amenities.

Fund Data

Asset Classes:
Fund Size: $200,000,000
Minimum Investment: $50,000

Contact Information

Phone: (800) 628-8008