Multifamily Investment Funds
for Accredited Investors
The Origin IncomePlus Fund is a diversified private real estate investment Fund designed to deliver passive income and appreciation while minimizing the impact of taxes. The Fund’s strategy is to build, buy and finance multifamily properties in its target markets. This multifamily Fund invests heavily in preferred equity debt positions well protected in the capital stack.
|Target Net Annual Return1||9%–11%|
|Objective||Income + Growth|
|Hold Period||5+ Years|
QOZ Fund III
The Origin QOZ Fund III will be a portfolio of transformational multifamily ground-up development projects providing significant tax advantages for investors with capital gains. This multifamily investment Fund will be formed due to the Opportunity Zone program created by the Tax Cuts and Jobs Act of 2017, which promotes investment in designated areas called Opportunity Zones. The Fund seeks to invest in institutional-quality projects in some of the fastest-growing markets in the United States.
|Target Net IRR2||10%–12%|
|Hold Period||10+ Years|
Offered by our affiliate partner Origin Credit Advisers:
Strategic Credit Fund3
This private credit Fund’s objective is to provide qualified purchasers with a consistent stream of risk-adjusted income with capital protection.4
1) Targeted performance doesn’t represent an actual investment and frequently has sharp differences from actual returns. Targeted returns are inclusive of appreciation and reinvestment of distributions and are net of fees. There can be no assurance that the Fund will achieve comparable results or meet its target returns.
2) Targeted performance assumes a sale of the Fund’s investments 10 years after the Fund’s close. Targeted performance doesn’t represent an actual investment in the Fund and frequently has sharp differences from actual returns. Targeted returns are inclusive of appreciation and reinvestment of distributions and are net of fees. There can be no assurance that the Fund will achieve comparable results or meet its target returns.
4) 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.