Invest for Growth,

Stay for Income

Origin Growth Fund IV will be a diversified portfolio of ground-up, Class A multifamily development projects. Once the portfolio is stabilized, investors can opt to stay invested and receive a high yield, tax-efficient income stream.

1.7–1.8x

Target Net Equity Multiple

14%–16%

Target Net IRR

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Grow Your Wealth with Growth Fund IV

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Opportunistic Returns

The Fund will capitalize on changing demographic trends, participating in ground-up development projects in areas where there is not enough supply to meet growing demand.

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Diversification

Investments will be diversified throughout high-growth markets across the southwest and southeast United States.

Path of Growth

Optional Hold Period

After the initial four-year development period, investors can redeem their interests or elect to remain in the Fund to generate a target net annualized total return of 8% to 11%.

Projected Returns

A $250K investment is expected to grow to $437K after four years and $625K after eight years.

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Optional Hold Period

Wealth is created by investing in quality assets and holding long-term. After Growth Fund IV’s stabilization period, investors can redeem their interests or elect to remain in the Fund and continue collecting tax-efficient distributions.

4%–6%

Target Net Annual Distributions*

3%–5%

Target Net Annual
Appreciation

8%–11%

Target Net Annualized
Total Return

*Target net annual distribution yield quoted as percentage of an investor’s estimated NAV each year in the optional hold period. This target distribution yield is equivalent to 7% to 9% on an investor’s original invested equity in the fund.

Investment Strategy

Demand Surge

Renters are leaving high-cost urban areas in search of warmer, low-cost, business-friendly states, a trend that has accelerated throughout the COVID-19 pandemic. Our target markets are in many of those states, where strong resident inflow is creating a surge in demand for multifamily housing, and where there is inadequate supply.

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Supply Gap

According to The National Association of Realtors, more than 700,000 new apartment units were absorbed by renters in 2021, representing 50% more units than the pre-pandemic high and outpacing the roughly 360,000 new apartments delivered in 2021. This supply and demand imbalance is expected to continue as the U.S. renting population grows.

Why Development

Multifamily demand has driven up market pricing for already-built assets, resulting in lower investment returns. However, projected returns for developments are in line with historical averages.

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Three Year Average Rent Growth

Growth Fund IV Target Markets
%
United States
%
Gateway Cities
%

Source: Axiometrics and Radix

Rent Growth

From 2019 to 2021, rents grew by a record-setting average of 7.94% in Origin’s target markets, compared to 5.27% across the country and 1.76% in U.S. gateway markets.

Featured Deal

Preserve at Star Ranch

We will provide Co-GP and joint venture, LP equity alongside a seasoned sponsor for the development of a rental community comprised of 310 single-family homes and a clubhouse located in a growing suburb of Austin, Texas. The location provides great access to several employment nodes, including Dell’s campus, and provides easy access to Highway 130 which leads to Tesla’s Giga Factory, Downtown Austin and Austin Bergstrom International Airport.

Invest with Origin, a proven real estate fund manager.

Top Decile Fund Manager — Preqin*

22.65%

Avg. Gross IRR Across 42 Common Equity Realized Deals Since 2014

$75M

Personal Capital Invested by CEOs

$2.8B

Transactions Executed

WSJ
forbes
Inc
Bloomberg
msn-money
Crains

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Fund Strategy

Fund Deals and Pipeline

Fund Terms

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