How Multifamily Real Estate Hedges Your Portfolio Against Market Volatility

Topic:  • By Origin Investments • June 27, 2022 Views

The latest news and updates from Origin Investments  |  6/25/2022

 
 
 

WHAT WE’RE THINKING

 
 
 

By David Scherer, Origin Co-CEO

 

The 60/40 portfolio has taken a beating this year, and between rising interest rates, record-breaking inflation and public market volatility, it’s time for some new math. Holding multifamily real estate in a 50/30/20 mix can stabilize a portfolio weighted toward volatile equities and produce risk-adjusted returns superior to the traditional 60/40 approach. Here’s how it works.

 
 
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Michael Episcope, Origin Co-CEO

 

A Qualified Opportunity Zone investment is one of the most tax-efficient real estate investments you can make, but before you do, it’s important to understand the investment’s legal structure: Is it a REIT or a partnership such as an LLC? Because there are nuances to each one, this choice alone could affect your tax planning and overall return.

 
 
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WHAT WE’RE UP TO

 
 
 

Wednesday, June 29 • 10 a.m. CT

 

Amid heightened volatility in the public markets and rising inflation, it’s never been a better time to consider multifamily real estate investments that can provide you with passive income, return stability and peace of mind. Our IncomePlus Fund is designed to deliver just that. We’re hosting an overview webinar for prospective IncomePlus Fund investors on Wednesday, June 29, at 10 a.m. CT. Learn more about how the Fund’s structure enables it to perform under all market conditions by registering below.

 
Register Now
 
 
 
 

Thursday, July 14 • 10 a.m. CT

 

Have you realized capital gains this year from the sale of stocks, real estate, a private business, cryptocurrencies or art? If so, investing the proceeds into Origin QOZ Fund II can provide significant tax advantages. Please join us on Thursday, July 14 at 10 a.m. CT for an update on Origin QOZ Fund II. Origin Co-CEO Michael Episcope and Managing Director of Acquisitions Dave Welk will share Fund updates, provide property-level insights, give an update on the deal pipeline, and answer any questions that you have. Please submit any questions you’d like covered during the webinar when registering.

 
Register Now
 
 
 
 

RECENT WEBINARS

 
 
 
 
 
 
 
 

IMPORTANT UPCOMING DATES

 
 

We have four open offerings that have fast approaching interim deadlines for interested investors to commit and complete subscription documents. The applicable commitment deadlines for each are below.

 
 
 
 

30

 

JUN

 
 

 
 
Growth Fund IV Second Close
 

The deadline to complete subscription documents to participate in Origin Growth Fund IV’s second closing is Thursday, June 30. With a capital call set for early July, investors who commit by 6/30 will have a substantial amount of their committed capital put to work right away.

 
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30

 

JUN

 
 

 
 
IncomePlus Fund Trade Date
 

The IncomePlus Fund admits new investors on the 1st of each month. To get invested on July 1, the deadline to complete subscription documents and provide funding is Thursday, June 30. This open-end Fund provides a monthly stream of tax-efficient income and capital appreciation.

 
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30

 

JUN

 
 

 
 
QOZ Fund II Trade Date
 

Origin QOZ Fund II admits new investors on the 1st and 15th of each month. The deadline to complete subscription documents and provide funding is the day prior to each investor admittance date.

 
LEARN MORE
 
 
 
 
 

14

 

JUL

 
 

 
 
QOZ Fund II Trade Date
 

Origin QOZ Fund II admits new investors on the 1st and 15th of each month. The deadline to complete subscription documents and provide funding is the day prior to each investor admittance date.

 
LEARN MORE
 
 
 
 
 

30

 

SEP

 
 

 
 
Multifamily Credit Fund Final Closing
 

The deadline to complete subscription documents to participate in the Origin Multifamily Credit Fund’s final fundraising closing is September 30. With a capital call set for early October, investors who complete subscription documents by 9/30 will have 90-100% of their committed capital put to work right away.

 
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PROPERTY HIGHLIGHT

 
 

Sale: Connect at First Creek – Denver, CO

 
 

Growth Fund III • 42% Net IRR • 3.90x Net Multiple

 
 

We recognized the potential of the Gateway neighborhood near Denver International Airport in 2018, when we elected to develop this 150-unit apartment community in partnership with Massimino Development in Boulder, and we were spot on. In the years since, the area has exploded. We sold the asset for $62.5 million, nearly double what we paid, putting the unit share price at $416,667. Back in 2018, the neighborhood only had six multifamily properties within two and a half miles of the site; now, the neighborhood has 14, with another six under construction.

In addition to Connect at First Creek, we have paired with Massimino on Farm Haus, a 280-unit apartment community in Longmont, CO. Residents will begin moving in this month, with project completion in the fall. Farm Haus is already 20% leased.

Interested in investing in deals like this one? Explore our current offerings.

 
 
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Posted By

Origin Investments

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