For RIC or REIT capital gain dividends, the taxpayer can choose to begin the 180 days on either:

In general, the 180-day period begins on the day the gain is recognized by the taxpayer. Special considerations for how the 180-day rule applies …

An investment in the Fund might be beneficial to an investor who wishes to defer the tax liability on qualifying capital gains and who …

As of February 2025, not all U.S. states have conformed to federal Qualified Opportunity Zone (QOZ) regulations for state tax purposes. State conformity depends …

Federal tax deferral through 2026: A taxpayer may elect to defer the tax on some or all of a recently generated capital gain if, …

If a sidecar opportunity is available, you can navigate to https://origininvestments.com/investments/#individual-deals for details and to participate.

Origin offers sidecar investments for select acquisitions when asset allocations cannot cover the full purchase amount. This ensures strong deals can still be executed …

The concept was popularized by Harvard economist Richard Zeckhauser, who used the motorcycle sidecar metaphor. He emphasized the importance of trusting the “driver”—the skilled …

Conflicts can arise if fund managers bring in outside investors who are not part of the main fund or offer different terms to co-investors. …

Investors benefit from:

Sidecar investments are typically offered to existing fund investors on a first-come, first-served basis or proportional to their investment in the fund. This ensures …

For example, if a property costs $25 million and the fund can only allocate $15 million, the fund uses its existing capital commitments for …

Sidecar investments are tied to a fund’s investment in a property, with investors co-investing directly alongside the fund. On the other hand, Syndications involve …

Fund managers offer sidecar investments when they find a great asset that costs more than the fund’s property allocation allows. Instead of passing on …

A sidecar investment allows investors to co-invest alongside a private real estate fund in a specific asset that exceeds the fund’s allocation for a …

As a stand-alone investment, the Fund does not benefit from depreciation. However, due to the Fund’s subsidiary REIT structure, investors may be eligible to …

Like nearly all fixed-income or credit investments, the Strategic Credit Fund’s target investments are taxed at an investor’s ordinary income tax rate. Select investments …

The Strategic Credit Fund’s net asset value (NAV) will be fair-valued every month. The fair values will be determined as of the last day …

The Strategic Credit Fund is an institutionally priced direct-to-investor fund. A typical non-exchange-traded REIT charges higher fees to non-institutional investors and pays advisors to …

The Fund is structured as a limited liability company (LLC) with a real estate investment trust (REIT) subsidiary. Investors invest in the LLC, which …

Origin Credit Advisers is an investment adviser registered with the SEC that provides yield-focused multifamily debt investments for qualified purchasers and was founded in …

Real estate investment firms own and operate the properties. These may include small local operators with 250 units under ownership or behemoths with more …

Yes, generally. However, the exact hold period for each investment will be assessed based on its merits relative to market conditions. We will conduct …

The Fund seeks to invest in fixed rate and floating rate debt to help hedge inflation risk and maximize investor returns. In a rising-rate …