Frequently Asked Questions

You can reach our team in one of two ways:

• By email: investorservices@origininvestments.com
• By phone: +1 (800) 628-8008

To invest in Origin Funds, investors must meet the SEC’s criteria of being an accredited investor.

Generally, an individual is an accredited investor if they meet one of the following criteria:

• Have an individual net worth, or joint net worth with their spouse or spousal equivalent, that exceeds $1 million (excluding the value of your primary residence)
• Have individual income exceeding $200,000 in each of the past two financial years and a reasonable expectation of satisfying this requirement in the current year
• Have combined income with their spouse exceeding $300,000 in each of the past two financial years and a reasonable expectation of satisfying this requirement in the current year; or
• Hold a Series 7, Series 82 or Series 65 financial services license.

An entity satisfies the SEC’s definition of an accredited investor by meeting one of the following criteria:

• Is wholly owned by accredited investors
• Has total assets in excess of $5 million and has not been formed for the purpose of investing in a specific investment.

Origin Funds are offered pursuant to an SEC rule referred to as 506(c). The rule requires that Origin verify the accreditation status of each investor. For this reason, investors are required to provide written certification from a licensed professional (attorney, CPA, investment adviser or broker/dealer) that attests to their accreditation.

Origin will provide a standard accreditation letter that can be signed off on by a CPA, attorney or financial adviser. If those options aren’t available to an investor, they can go through verifyinvestor.com. Acceptable accreditation letters will have been signed within 90 days prior to subscribing to any Origin Funds.

Verifying your accreditation status through one of the approved methods above is required to invest in an Origin Fund.

Verified investors do not need to re-submit accreditation for a period of five years after initial submission.

A qualified purchaser is an individual or a family-owned business that owns $5 million or more in investments, not including a primary residence or any property used for business.

Prospective investors interested in subscribing to a Fund can do so using our investor portal. Once subscription documents have been reviewed by our internal team, next steps will be sent to investors.

Depending on the specific offering, you might either be required to send capital immediately after signing the subscription documents or to wait until your capital is called by Origin.

There are a few avenues to stay up to date on the performance: the Origin portal, quarterly investor reports and webinars.

Investments in Origin Funds are generally illiquid, and investors should anticipate holding their investment for the period specified in each Fund’s respective private placement memorandum (PPM). An investor in an Origin Fund may not sell, assign or transfer their interest in the Fund without the prior consent of the Fund manager. All our Funds associate a penalty with withdrawing capital prior to the hold period. Please reference the private placement memorandum (PPM) specific to the Fund you are investing in for details.

A private placement memorandum (PPM) serves as a comprehensive document outlining material details about the offering. A PPM is a securities disclosure document used by a company engaged in a private offering of securities.

Depending on the offering, the minimum investment ranges from $50,000 to $100,000.

You will receive a K-1 form. Although our goal is to finalize our K-1s by April 15 of each year, the Fund may be dependent upon outside reporting, or require additional time to furnish the forms, in which case you may be required to obtain one or more extensions for filing federal, state and local tax returns.

The Fund was created in 2019 to deliver both current income and appreciation in a tax-efficient manner. The Fund’s objective is to:

• Generate consistent monthly income through dividends
• Preserve invested capital while delivering appreciation in net asset valuation (NAV)
• Provide investors access to institutional-quality real estate

The Fund primarily focuses on:

• Multifamily properties in high-growth U.S. markets
• Joint-venture investments in commercial real estate
• Preferred equity positions in real estate-related entities

Origin Opportunity Zone Fund III, LLC is a closed-ended real estate fund that invests in qualified opportunity zone businesses (QOZBs), which own and develop real estate assets in Opportunity Zones for long-term appreciation. The Fund is structured as a Qualified Opportunity Fund (QOF) under Section 1400Z-2 of the Internal Revenue Code.