Creating Value for Advisors

We’re a top-performing Fund manager with 60+ years of experience delivering successful private multifamily real estate investments.

Why partner with Origin?

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Differentiated Investments

Our solutions meet a wide range of client needs such as tax-efficiency, enhancing portfolio yield, maximizing growth, and minimizing volatility.

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Simplified Process

We simplify the investing process, leaving you more time to focus on what is most important for your business.

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Dedicated Support

Leverage your dedicated relationship manager’s deep expertise in private real estate investing to keep your clients educated and informed.

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Streamlined Client Reporting

Our Funds are available for custody on all major third-party custodial platforms.

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Relationship-Based Pricing

Our advisor share class offers an attractive fee structure in line with terms typically only available for large institutional investors.

Explore our offerings:

Our private real estate funds provide tax efficiency, low volatility and diversification.

offering

OPEN

QOZ Fund

Tax-advantaged multifamily ground-up developments.

Target Net IRR

11–13%

Investment Type

Growth

Risk-Return Profile

Opportunistic

Minimum Investment

$50K

View Offering
FactRight Due Diligence

offering

OPEN

IncomePlus Fund

Multifamily properties that deliver stable, passive income and appreciation.

Target Annualized Return

9-11%

Investment Type

Growth & Income

Risk-Return Profile

Core Plus & Value-Add

Minimum Investment

$100k

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FactRight Due Diligence

Have confidence in your fund manager.

$56M

Principal Co-Investment

$1.4B

Assets under management

0

Realized Losses

"Most consistent top-performing private real estate fund manager"

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Get the Report

Learn how private real estate adds value for you and your clients.

Discover the benefits of private real estate to your practice and clients, and why we like multifamily real estate in particular.

3 reasons to allocate to private real estate:

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Meet high-net-worth investor goals.

Private real estate reduces portfolio volatility, has a low correlation to equities, provides diversification, generates yield, and enhances returns. In today’s market, it’s not enough to just build the traditional portfolio of stocks and bonds.

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Differentiate your practice.

Real estate expertise can be a time-intensive skill set for advisors to acquire and so many choose not to. Advisors that offer alternative investments through a vetted manager will have a competitive advantage that can allow you to attract new clients.

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Build stronger relationships.

In a recent InvestmentNews survey, 51% of investors said they would seek to execute alternative investment strategies through their financial advisor vs. working directly through an asset manager. A crucial part of relationship management is providing a holistic look across a client’s entire investment portfolio.

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View FactRight due diligence reports.

FactRight is the premier source of credible perspective and advice for wealth managers seeking access to alternative investments. They’ve reviewed our two open Funds.

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QOZ Fund
Due Diligence
Report



IncomePlus Fund
Due Diligence
Report

Why multifamily?

The multifamily real estate asset class provides stable, non-correlated returns to help your clients achieve optimal portfolio diversification. Multifamily properties have consistently demonstrated lower risk and higher returns than other property types and have a low correlation to equities, bonds, and other alternative asset classes.

The bubble sizes in the corresponding chart represent the Sharpe ratio for each property type—a measure of excess return, above the risk-free rate, per unit of risk for a given property type.

*Represents the average annual risk-adjusted return over each 10-year period from 1990 to 2020. Data source: National Council of Real Estate Investment Fiduciaries (NCREIF).

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Get your Origin Fund due diligence documents today.