Did You Know Our Fund Minimum is $100,000?

Topic:  • By Origin Investments • October 25, 2016 Views

Origin’s minimum fund investment used to be $500,000. Thanks to new federal rules, we’ve been able to lower it to $100,000. This means that millions of people who could not afford our fund minimum three years ago, can today.

The old rules only allowed a maximum of 100 investors in an LLC, the legal structure used to set up the fund, leaving managers with no choice but to reserve each spot for their wealthiest clients. The JOBS Act of 2012 changed that rule dramatically.

Firms like Origin can now accept up to 2000 investors in a single fund, allowing more individuals to participate. All of our investors get access to the same fund deals and receive the same level of service, regardless of whether they invest $100,000 or $10,000,000.


Q. Why invest in a fund?

Diversification and expertise.

When investors come into Fund III, they are hiring a team of 29 people who immediately go to work for them. Our deal team looks for great real estate deals. Our asset managers execute the business plans and build value. Our investor relations team makes sure investors have everything they need. And our accounting department makes sure all of the money is accounted for and moving in the right direction.

The fund’s fees pay for that team. It’s this team that propels 20 percent returns versus 10 percent returns and regularly keeps investors updated on how the fund is doing.

Second, when investing in Fund III, an investor’s money will be spread across more than a dozen assets. Origin buys office and multi-family properties in 10 cities across the U.S., so the total investment risk will be spread across both geographic region and asset type.

Q. When is the next time to access Fund III?

We will be raising capital for Fund III through June of 2017. Opportunities to invest will occur when we open the fund on November 15, 2016, March 31 and June 30, 2017, to new investors. It is best to have subscription agreements finalized two weeks prior to each entry date, especially when investing through a self-directed IRA.

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Q. How is committed capital collected?

As we find great real estate investments across the country, we will “call capital.” Literally, we send an email asking investors to transfer only the portion of the money they’ve committed that we now need for a pending acquisition. The full commitment amount will be called in chunks over a period of no more than three years after access to the fund has closed.

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Origin Investments

Origin Investments is a top-ranked real estate firm committed to educating investors on private equity commercial real estate.