Simply go to www.investors.origininvestments.com/login to access your account.

Once you receive a portal invitation, you will be asked to set up your password and enable two-factor authentication.

1. Subscribing to Funds Complete your subscription documents electronically for a streamlined investment process. 2. Viewing account balances and positions  Track your investments and …

Many of our sidecar investments allow investors to co-invest, alongside a fund, in a specific asset that exceeds the fund’s allocation for a single …

Yes, we offer the option to reinvest your dividends in the Origin IncomePlus Fund LLC and Origin Strategic Credit Fund LLC. Please note that …

Yes, your account statement will automatically be available in the portal within a week the quarterly reports are published.

Origin Exchange Through our platform, investors can exchange their properties for professionally managed, institutional-quality DST assets, designed to provide monthly distributions and the potential …

IncomePlus Fund The Origin IncomePlus Fund is a private real estate investment Fund for the moderate risk investor seeking passive income and appreciation in …

Yes, all returns are net of fees, so Investors will never have to “write a check” for fees, and all distributions made will already …

1 Complete Due Diligence Access all necessary due diligence materials, including detailed fund-level documents, offering memoranda and digital subscription agreements. Review these thoroughly to …

You will receive an IRS Schedule K-1 annually, detailing your share of the Fund’s taxable income.

Investors in QOZ Fund III can expect:

You must be an accredited investor under federal Rule 501(a) of Regulation D. The Fund is offered via private placement and is not publicly …

Investors should be aware of the following fees: The Fund follows a direct-to-consumer model and does not charge broker commissions.

Selection Criteria The Fund intends to invest in projects that we believe will likely produce risk-adjusted returns before factoring in the QOZ tax incentives. …

Opportunity Zones are economically distressed communities, defined by individual census tract, nominated by America’s governors, and certified by the U.S. Secretary of the Treasury …

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 …

No. Distributions depend on portfolio performance, market conditions and REIT compliance.

The Fund primarily focuses on:

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

Visit Origin’s website to explore available funds, check eligibility criteria, and begin the investment process.

Eligibility depends on the specific fund: Prospective investors should review fund-specific requirements to determine suitability.

Origin Investments offers private real estate investment opportunities for family offices, institutions, private wealth channels, and individual investors. You can find more details about …

Origin Investments is headquartered in Chicago, with regional offices in Denver, Charlotte, Nashville and Dallas, supporting a national investment footprint. Key members of our …

As risk managers, Origin sets realistic expectations for investment performance while maintaining high standards. We only pursue deals that meet our rigorous criteria for …

Origin’s investment strategy evolves with market shifts. While each Origin fund has defined investment parameters, we have adapted our strategy to address changing market …

Multilytics® is Origin’s proprietary suite of machine-learning models that analyzes billions of data points to provide accurate, granular rent growth projections. It analyzes submarkets …

Risk management is central to Origin’s strategy. We adhere to conservative, disciplined practices, including regular stress testing of assets and funds. We treat leverage …

Origin’s extensive track record and reputation provide early access to deals through a robust network of multifamily owners, operators and experts. Origin Credit Advisers, …

Origin’s stability, relationships and experience are key differentiators. Our management team, which navigated the Global Financial Crisis (GFC) fallout for Origin, continues to lead …

Origin mitigates risk through comprehensive underwriting, portfolio diversification, moderate use of leverage and proprietary financial modeling. Our team stress tests assumptions to ensure investments …

We perform rigorous due diligence, reviewing market conditions, property-level net operating income, lease agreements, tenant credit and environmental factors.

Origin’s co-CEOs have invested tens of millions of their personal capital across Origin’s funds, ensuring alignment with investor goals. Additionally, Origin earns incentive compensation …

Investments typically range in property value from $25 million to $75 million, though larger or smaller deals may be considered.

Origin Credit Advisers, founded in 2023 as an affiliate firm of Origin Investments, is an SEC-registered investment advisor1 specializing in yield-focused multifamily debt investments …

Origin has in assets under management (AUM)1 and has executed over in real estate transactions2. Our multifamily portfolio includes over 4,300 units under management3 …

We target high-growth markets in the Southeast and Southwest U.S., identified using machine learning and factors like employment growth, population trends and supply-demand fundamentals.

Origin Investments’ strategy is to invest in assets that offer strong risk-adjusted returns and appeal to a stable tenant base. We concentrate on acquiring …

Origin specializes in private real estate investments and offerings, focusing on multifamily in high-growth markets. We leverage proprietary data-driven models to identify and underwrite …

Origin Investments was founded in 2007 by Co-CEOs David Scherer and Michael Episcope. The firm was created to provide an investment platform aligned with …

Communications are linked to associated documents. For example, if a contact does not have ‘Capital Call’ selected, they will neither receive emails about capital …

Contacts can receive one or more of the following communications:

While completing your subscription, you can add contacts and designate the types of communication they receive under Communication preferences: Additionally, account administrators can request to …

You can view the contacts associated with your account by navigating to Settings > Investment accounts in the portal.

Recovery codes are special backup codes that you can use to access your account if you ever lose access to your primary authentication methods, …

You can choose between phone or email authentication for your two-factor authentication. With phone authentication, Juniper Square sends a special code either by SMS …