Timely submission is important. If you are receiving distributions, please submit your completed assignment of interest forms by the 10th of the month. This …
You need to complete the assignment of interest form for the applicable fund(s) and a W-9 form. The forms will be provided and completed …
All required documents must be submitted before we can provide the assignment of interest forms. If the assignee is a new account, you may …
Investors seeking to assign their interest must ensure that their new entity is set up and all formation documents are completed. For example, if …
The timing depends on the specific fund, as each one may have a different distribution schedule. To ensure your updated election is used, please …
Please contact us at investorservices@origininvestments.com, and we will send you a DRIP election form to update your election. This process will be completed via …
You can view your reinvestment election by navigating to Investments in the portal. Select the applicable fund, then go to the Overview section, where …
Only account administrators have access to view full payment instructions in the portal. Please contact your account administrator to request access if needed.
The timing depends on the specific fund, as the distribution schedule may vary. To ensure your updated payment instructions are used, please submit changes …
If you continue to experience issues or have any questions, please contact us at investorservices@origininvestments.com for further assistance.
To reset your password, follow these steps: If you do not receive the reset email, try the following: Resend reset email: If you haven’t received …
If you are unable to see your documents in the portal, your viewing permissions may need to be adjusted. Please contact investorservices@origininvestments.com for assistance.
The NAV cannot be reflected until the sidecar is fully funded. Once the sidecar is funded, your NAV will be updated in the portal …
If the fund has a monthly share price, your account value will automatically update in the portal each month based on the unit price …
Your account value is determined based on the type of funds you are invested in, either by NAV (net asset value) or unit price. …
As soon as a distribution is being processed, we will send you an email notifying you of the incoming funds to your account. If …
When you fill out your subscription to the fund, you will be prompted to provide your bank account information. If you need to change …
You can view all of your distributions in the Investor Portal. From here, you can view all previous distributions and download an Excel file …
For investments in funds that offer monthly distributions, your first payment is typically issued after a specific period following your trade or investment date. …
Fund update webinars are held quarterly and cover current performance, property updates, followed by a Q&A session. Fund investors will automatically receive a recording …
You can expect each fund’s quarterly report to be available in the portal approximately 45 days after the end of the quarter. For example, …
Redemptions are processed quarterly. Members are generally required to deliver an advanced tender offer election notice as early as 60 days before the redemption …
Yes. All redemptions are subject to the liquidity of the fund’s investments. In general, the managing member intends to limit the total amount of …
Lock-up periods and the duration of the investment may impact fees. Each fund has specific restrictions and guidelines. Please review the terms of the …
Please contact your dedicated Investor Relations relationship manager, and they will assist you with the next steps.
For any additional questions, please contact us at investorservices@origininvestments.com.
Please have your custodian reach out to custodians@origininvestments.com with any questions.
Origin will need an assignment of interest form completed by you and executed by your new custodian for us to process the change in …
In general, custodians should reflect our distributions in their portal within a month of receipt. However, for the most up-to-date information regarding your investment …
Subscribing to one of our funds with a custodian involves a few extra steps beyond the standard process:
Once you have sent out the funds, you will receive a contribution notice email within 48 hours from investor services confirming receipt.
Your funds will be due based on the specific fund in which you are investing:
After your completed subscription has been reviewed and processed, you will receive a capital call email from investor services. This email will confirm the …
This is similar to a subscription request. Contact your investor relations associate and they will send an Increase in Capital Commitment form to you …
You will only need to fill out a new subscription if you are investing in a fund for the first time or using a …
After you have confirmed with your investor relations associate that you would like to subscribe, you can access the subscription through our Investor Portal. …
Yes, we require a minimum increase of $10,000 to your investment.
When you fill out a subscription, you will be asked to indicate the type of entity you will be subscribing through. If you select …
Entity Documentation S Corporation Articles of Incorporation, Certificate of Incumbency, or Corporate Bylaws C Corporation Articles of Incorporation and Corporate Resolution General Partnership of …
On average, the KYC check typically takes 2-3 business days. Once you have completed your subscription, you will receive an email from DocuSign prompting …
Our fund administrator is required to perform a KYC (Know Your Customer) check for all investors to ensure a secure and compliant investment. This …
If you are waiting for your letter to be completed by your attorney, CPA or financial advisor, you may still complete your subscription. However, …
An accreditation letter is a document that certifies your status as an accredited investor. The letter is typically signed by an attorney, CPA or …
The operating partnership units will be pari passu (substantially equivalent) to IncomePlus Fund units.
If the IncomePlus Fund does not execute its fair market value option to acquire the DST, the expectation is that the asset will continue …