Frequently Asked Questions
Founded in 2007, Origin Investments is a real estate investment firm that acquires office and multi-family properties in eight fast-growing markets: Atlanta, Austin, Charlotte, Chicago, Dallas, Denver, Houston and Raleigh. The firm is Chicago-based, with additional offices in Charlotte, Dallas and Denver. Origin has more than $700 million dollars in assets under management and its first two funds are averaging a 24% Net return to investors and have achieved top quartile performance, per Preqin data. The firm recently raised $151 million for Origin Fund III.
Origin targets eight U.S. markets based on evaluation of demand drivers such as population growth, job growth, rent growth, access to multiple transportation modes and proximity to universities for access to a trained workforce.
Origin looks for underperforming office and multi-family assets in eight high-growth markets throughout the U.S. We look to add value by buying right and enhancing revenue through active management.
Origin buys real estate directly and is not a middle man or broker. Technology is used to provide the best customer experience possible to more individuals, but real estate is the company’s main focus. The company’s goal is to generate the highest risk-adjusted returns for its investors by acquiring and managing high-quality real estate opportunities, which are offered through a Fund structure, rather than individual investments. We invest side-by-side with our clients and employ real estate experts who live and work in the regions where we invest.
Both Origin and private REITs generate investment returns through real estate. However, we differ in the following ways:
REITs are typically designed to generate fees for the manager, while Origin is in the business of generating investment returns for both us and our investment partners.
Our Funds operate through an LLC structure, which means that all tax benefits (such as depreciation and interest expense) pass through to investors. In a REIT structure, the tax benefits are captured at the REIT-level and any income paid out is taxed at the ordinary income rate.
Private REITs typically pay substantial fees to advisors to ‘sell’ their product. We don’t pay a middle man to ‘sell’ our investments, which means lower fees for the investor and more dollars invested into properties.
REITs take investor money upfront, even though they may not have properties to invest the capital. This creates pressure to invest money, which they either invest in cash or public securities. They can also pay investors a dividend with their own equity if they don’t have ample cash flow. Origin operates under a called capital structure, which means that we ask for capital only after we’ve found a property. Capital is returned to our investors after a property sale or refinance or from operating cash flow.
REITs derive the majority of their fees through transactions, while ours come after the investor makes money.
Origin’s principals invest significantly in our own deals, whereas very few private REIT managers invest significant capital into their vehicles.
We provide quarterly updates on our investments and provide full transparency into our investments and process. A Private REIT is not obligated to provide investors with similar transparency.
Origin’s two cofounders use Origin as their primary investment vehicle. To date, they are the largest investors at Origin with over $44 million committed alongside investors at the same terms. Additionally, our team is compensated based on asset performance, not acquisition volume. Finally, we don’t believe in paying people to sell our products; our funds are not offered by commission-based advisors.
At Origin, we stand behind the services we provide to our investors. If you are not happy with our services, including our investment memoranda, communications and reports, we will work with you to make things right. And if you are not fully satisfied, we will refund your investment at your request. This satisfaction guarantee is only available to new Origin investors and is limited to $250,000 per investor. No fees, charges or market losses will be refunded. For additional information regarding fees, please see the Private Placement Memorandum provided to you at the time of your investment or upon your request.
Origin’s Service Guarantee: The Origin service guarantee is only available to new investors for the first twelve (12) months following their initial investment with Origin. If at any time during the first twelve (12) months following your initial investment you are not completely satisfied with the services being provided to you by Origin, at your request Origin will refund the amount of such initial investment up to $250,000, less applicable management fees and charges. You will receive a refund of amounts covered by this guarantee within approximately four weeks of your request. No other fees, charges, expenses, or market losses will be refunded. The maximum cumulative amount of all refunds made under this guarantee is limited to $5 million. Origin reserves the right to change this guarantee in the future upon publication of such changes on this website. For additional information regarding associated program fees, please see the Private Placement Memorandum provided to you at the time of your investment or upon your request.
Origin Investments takes the security of our users’ data seriously and we consciously take steps to ensure all information remains secure. Origin Investments adheres to the following principles in concern for the security and privacy of its customers:
Design for Security: We believe in security throughout every level of our customer’s experience. Therefore, our development, technical, and support staff are trained to maintain and improve upon our platform with security in mind, and do so with the support of the highest levels of our organization.
Standardized Security Controls: All components are held to industry standard compliance for cyber security and data redundancy.
Continuous Monitoring and Review: By remaining vigilant on our systems through audits and regular reviews, we maintain the integrity of our system and continue to enhance our user’s experience.
Where necessary, Origin Investments works with third-party services in an effort to provide our customers with the most efficient and secure experience possible. In such cases, these core components of our policy still apply.
Register for an account on Origin's website to receive in-depth information about our investment opportunities and assets, our private commercial real estate e-newsletter and access to a personal investment relations professional to answer any questions that arise. After investing, it also becomes the place to receive account statements, property updates and ongoing communication from Origin.
Origin’s offerings are available to accredited investors. Accreditation status will be verified upon commitment to an offering. An accredited investor is a term used by the U.S. Securities and Exchange Commission (SEC) under Rule 501 of Regulation D. In order to qualify as accredited, an investor must accomplish at least one of the following:
Earn an individual income of more than $200,000 per year, or a joint spousal income of more than $300,000 per year, in each of the last two years and expect to reasonably maintain the same level of income;
Have a net worth exceeding $1 million, either individually or jointly with his or her spouse (excluding the primary residence);
Be a bank, insurance company, registered investment company, business development company, or small business investment company;
Be a general partner, executive officer, director or a related combination thereof for the issuer of a security being offered;
Be a business in which all the equity owners are accredited investors. Be an employee benefit plan, a trust, charitable organization, partnership, or company with total assets in excess of $5 million.
Yes. Once you decide to invest in a property, you will be contacted by an Origin team member with instructions on how to verify your accreditation.
Yes. However, non-U.S. investors have certain U.S. federal income tax obligations that differ from those of a U.S. investor. Non-US investors are urged to consult with their tax advisor and to review the tax considerations set forth in the Fund’s Private Placement Memorandum.
Origin’s funds are available to accredited investors who register for an account on Origin’s website. Click the “Sign Up” button in the upper right-hand corner of any page and follow the prompts to register and explore offerings. Click “Invest Now” when you are ready to invest. From there, an Origin team member will be in touch with instructions to verify your accreditation, sign legal documents and fund your investment.
Users who register for an account on our website will receive access to an investor relations associate, who is available to answer any questions as they arise. A link to their email will be available when you are logged into the portal.
Additionally, you are always welcome to contact Origin directly at 800-628-8008 or firstname.lastname@example.org.
Yes, Origin’s investment are audited by Miller, Cooper & Co., Ltd.
To ensure that capital is property transferred, all investor funds are handled by a third party administer, as directed by the Fund’s manager in accordance with the operating documents. Funds are generally transferred using standard ACH transmittal procedures.
Investors can access updated account information 24/7 by logging in to the Origin website. Investors also receive detailed asset management updates via email at least once per quarter.