Invest in Multifamily Real Estate
Investors can choose the private real estate Fund that matches their financial goals and risk tolerance.
Open Funds
Explore our open Funds.
IncomePlus Fund
The Origin IncomePlus Fund is a private real estate investment Fund for the moderate risk investor seeking passive income and appreciation in one investment. The Fund’s strategy is to build, buy and finance multifamily properties in its target markets.
Target Net Annual Return1
Objective
Income + Growth
Hold Period
5+ Years
QOZ Fund III
Origin QOZ Fund III will be a private real estate investment Fund that aims to provide tax advantages for investors with capital gains by investing in multifamily development projects located in designated Opportunity Zones, as defined in the Tax Cuts and Jobs Act of 2017.
Target Net IRR2
Objective
Growth
Hold Period
10+ Years
Affiliate Funds
Offerings from our affiliate partner, Origin Credit Advisers.
Strategic Credit Fund3
The Strategic Credit Fund’s objective is to provide qualified purchasers with a consistent stream of risk-adjusted income with capital protection by investing in liquid credit securities and preferred equity, as well as issuing private debt, in the multifamily real estate market.
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Compare Our Funds
| Strategic Credit Fund 3 | IncomePlus Fund | QOZ Fund III | |
|---|---|---|---|
| Strategy |
Strategy Multifamily debt (K-Deals, preferred equity, other commercial real estate collateralized loan obligations) |
Strategy Multi-strategy (core-plus / build-to-core / preferred equity) |
Strategy Ground-up development (build-to-core) |
| Risk Profile |
Risk Profile Low |
Risk Profile Medium |
Risk Profile Medium/High |
| Investment Objective |
Investment Objective Income |
Investment Objective Income + Growth |
Investment Objective Growth |
| Structure |
Structure Open-End |
Structure Open-End |
Structure Closed-End |
| Availability |
Availability Qualified Purchasers4 |
Availability Accredited Investors |
Availability Accredited Investors |
| Minimum Investment |
Minimum Investment $100K |
Minimum Investment $100K |
Minimum Investment $50K |
| Liquidity |
Liquidity 1-yr lock-up / 5% discount in months 13-24 / no penalty after 24 months |
Liquidity 1-yr lock-up / penalty between 1 yr and 5 yrs / no penalty after 5 yrs |
Liquidity 1-yr lock-up / penalty between 1 yr and 10 yrs / no penalty after 10 yrs |
| Target Returns (Net of Fees) |
Target Returns (Net of Fees) Available upon request |
Target Returns (Net of Fees) 9%–11% (target net annual return1) |
Target Returns (Net of Fees) 10%-12% IRR, 2.50x MOIC2 |
| Net Distribution Yield |
Net Distribution Yield Available upon request |
Net Distribution Yield 6.30%5 |
Net Distribution Yield 6.0%-8.0% (targeted after development phase) |
| Distribution Cadence |
Distribution Cadence Monthly |
Distribution Cadence Monthly |
Distribution Cadence Quarterly after development phase |
| Est. Fundraising Close |
Est. Fundraising Close N/A – Perpetual |
Est. Fundraising Close N/A – Perpetual |
Est. Fundraising Close 12/31/24 |
| Tax Reporting |
Tax Reporting Schedule K-1, underlying REIT (federal only) |
Tax Reporting Schedule K-1, underlying REIT (federal only) |
Tax Reporting Schedule K-1 (federal and subject to states; composites made available when possible and necessary) |
| Management Fee |
Management Fee 1.25% of NAV |
Management Fee 1.25% of NAV |
Management Fee 1.25% of NAV |
| Performance Fee |
Performance Fee 10% (6% preferred return with 50/50 catchup) |
Performance Fee 10% (6% preferred return with 50/50 catchup) |
Performance Fee 15% (7% preferred return with 50/50 catchup) |
| IRAs |
IRAs Yes, can accommodate (no UBTI because of REIT blocker) |
IRAs Yes, can accommodate (no UBTI because of REIT blocker) |
IRAs No |
| View Fund | View Fund | View Fund |
Individual Deals
What is a sidecar?
To stay diversified, we limit how much of a Fund’s portfolio to allocate to any single asset. We offer sidecars on a select number of deals when Fund asset allocations can’t cover the entire purchase amount. In these cases, we provide sidecar investments on a first-come, first-served basis, with preference given to Origin Fund investors.
Closed Funds
Growth Fund I
Growth Fund II
Growth Fund III
Growth Fund IV
QOZ Fund I
QOZ Fund II
- 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.
- 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.
- This Fund is offered by Origin Credit Advisers, an investment advisor registered with the SEC. SEC registration does not constitute an endorsement of the firm by the commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
- 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.
- The net distribution yield is as of 6/30/24 and is calculated as the (June 2024 distribution divided by the latest Fund net asset value) divided by the (30 days in the month divided by 365 days in the year).