Closed

Fund I

Net IRR

27.7%

Fund Size

$19M

Asset Type

Diversified

Investment Objective

Growth

Investment Date

6/31/2011

Minimum Investment

$250K

Investment Summary

Origin Fund I acquired 11 different value-add office, multifamily and retail assets in high growth markets across the United States. Origin Fund I achieved a 28% net IRR, outperforming 90% of other funds with a similar vintage. The fund’s assets were located in markets that demonstrated substantial increases in population and job growth and exhibited attractive long-term demographic indicators. These markets included cities such as Atlanta, Chicago, Houston, and Seattle. Additionally, the Fund focused on acquiring smaller transactions between $10-40 million where competition is limited and inefficiencies are abundant. Assets in this price range are often overlooked since they require too much equity for smaller, high net worth and regional players, but sit well below the minimum equity requirements of larger institutional owners. Assets in this price range are often also undermanaged since local, less sophisticated owners may not realize the upside potential and institutional owners often focus more on their larger assets that have a material impact on overall portfolio performance.

offering

Bay Club

Des Moines, WA

offering

Arbor on Richmond

Houston, TX

offering

Marquis Trace Apartments

Roswell, GA

offering

Arium Northpoint

Roswell, GA

offering

Kingwood Medical Center

Kingwood, TX

offering

Arium Edgewater

Webster, TX

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Marquis Crest

Lithonia, GA

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Legacy Suites

Tallahassee, FL

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Residences at 3295

Seattle, WA

offering

Giordano's Portfolio

Chicago, IL

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Food 4 Less Center

Melrose Park, IL