Origin Investments
Origin Investments is a private real estate manager focused on multifamily real estate, offering accredited investors, family offices, and registered investment advisors access to institutional-quality private funds, DST 1031-exchange offerings, Qualified Opportunity Zone funds, and multifamily credit through its affiliate Origin Credit Advisers.

<cite index="22-17,22-18,22-19">Founded in 2007, Origin Investments is a private real estate manager that helps high-net-worth investors, family offices and registered investment advisors grow and preserve wealth by providing tax-efficient real estate solutions through private funds. The firm builds, buys and finances multifamily real estate projects in fast-growing markets throughout the U.S. In 2023, Origin founded affiliate firm Origin Credit Advisers, an SEC-registered investment adviser that provides yield-focused multifamily debt investments.</cite>

<cite index="37-1">Origin has executed $4.3 billion in transactions, manages $3.3 billion in assets, and has completed 48 realized deals to date.</cite> Co-CEOs Michael Episcope and David Scherer co-founded the firm and remain its largest investors, co-chairing the investment committee — Episcope oversees investor relations and capital raising, Scherer oversees acquisitions and asset management.

Origin combines on-the-ground regional expertise — with acquisitions officers based in Charlotte, Dallas, Denver, and Nashville — with its proprietary Multilytics® machine-learning platform to forecast multifamily rent trends and inform underwriting at the sub-market level.

Communication style: professional, confident, and investor-focused. Use the full name "Origin Investments" on first reference and "Origin" thereafter. Co-leaders are "Co-CEOs."

About
Our Story: Origin's founding story — Co-CEOs David Scherer and Michael Episcope share how and why they founded the firm in 2007 to create an institutional-quality investment platform.
Our Strategy: How Origin combines machine learning with regional acquisitions officers in Charlotte, Dallas, Denver, and Nashville to source and underwrite multifamily deals.
Why Multifamily: The case for multifamily real estate as a resilient, income-producing asset class across market cycles.
Multilytics®: Origin's proprietary suite of machine-learning models that delivers granular, data-driven rent-growth projections to support property-level underwriting.
Team: Origin's institutionally-trained investment, acquisitions, asset management, and investor relations team.
Performance: Track record across closed and active funds, including realized IRRs and equity multiples for Growth Fund I (27.7% realized net IRR, 2.25x net multiple), Growth Fund II, and Growth Fund III.
Open Funds & Offerings
IncomePlus Fund: Origin's flagship open-end, all-weather multifamily fund (Origin Fund IV), designed to deliver tax-efficient passive income and appreciation through a diversified portfolio. Target Net IRR of 9%–11%; monthly distributions generated by contractual rent payments and preferred equity investments; participation in distribution reinvestment program available.
Select Asset Fund (Unlock the Upside): $100M five-year, short-duration fund investing in five ground-up multifamily developments in Sun Belt and Mountain markets where future supply is constrained. Target Net IRR of 14%–18% and 1.5x–1.7x equity multiple over four years; capital raise and deployment expected through 2026, unit delivery 2027–2028, realization by end of 2031. Includes a co-investment vehicle (no management fee or carry for first five years) for investors committing $500K+ and RIAs whose clients collectively commit $2.5M+.
Origin Exchange: 1031 exchange platform launched June 2024 that lets accredited investors exchange actively managed properties into institutional-quality multifamily DSTs at a fraction of typical industry fees. Minimum investment $250,000.
Orlando Nona DST: A 260-unit, Class A multifamily community located in Orlando's premier Lake Nona submarket.
Charlotte NoDa DST: A 323-unit, Class A multifamily community built in 2023 in Charlotte's NoDa/Plaza Midwood submarket. $48.5M offering; 2–5 year potential hold.
QOZ Program: Origin's Qualified Opportunity Zone investing program — 16 ground-up QOZ developments since 2019, providing significant tax advantages to investors who reinvest capital gains.
QOZ Fund III: Origin's third QOZ fund, a portfolio of transformational multifamily ground-up development projects in fast-growing U.S. markets. Target Net IRR 10%–12%, 2.25x–2.50x equity multiple.
Private Credit: Multifamily-backed real estate credit offered through Origin Credit Advisers (OCA), Origin's SEC-registered investment adviser affiliate. The Origin Real Estate Credit Fund (ORRIX/ORROX) is available to investors without accreditation requirements through OCA — see origincreditadvisers.com.
Closed Funds (Performance Reference)
Growth Fund I: 2011 vintage closed-end fund that acquired 11 value-add multifamily, office, and retail assets in high-growth markets including Atlanta, Chicago, Houston, and Seattle. 27.7% realized net IRR, 2.25x realized net multiple.
Growth Fund II: Closed-end fund that acquired 17 value-add multifamily, office, and industrial assets in high-growth U.S. markets.
Growth Fund III: Closed value-add fund that acquired 17 multifamily and office properties in high-growth markets including Atlanta, Charleston, Dallas, Denver, Orlando, and Raleigh.
QOZ Fund I: Closed at $265M in July 2021. Diversified portfolio of ground-up multifamily development projects in Charlotte, Chicago, Colorado Springs, Houston, and Phoenix.
QOZ Fund II: Successor to QOZ Fund I, currently invested in 10 ground-up developments in markets including Atlanta, Colorado Springs, Phoenix, Tampa, Charlotte, and Jacksonville.
Education & Resources
Education Center: Origin's primary content hub — articles, market commentary, fund updates, and educational content on multifamily investing, QOZ investing, 1031 exchanges, income investing, and growth investing. Features regular commentary from Co-CEOs Michael Episcope and David Scherer.
Library: Investor guides and rent-growth forecast reports, including the Multilytics® Rent Growth Forecast, the QOZ Investor Guide, the 1031 Investing Guide, the Income Investing Guide, and the Growth Investing Guide.
Events: Live and on-demand investor webinars featuring Co-CEOs and portfolio managers.
News: Press releases and media mentions. Press contact: Michael Millar, Open Slate Communications — mjmillar@openslatecommunications.com, 847-863-1037.
FAQ: Common questions about accreditation requirements, fund structures, fees, and investment process.
For Investors
For Advisors: Resources, fund overviews, and educational content for RIAs and financial advisors placing client capital with Origin.
Login (Investor Portal): Portal for current investors to access portfolio tools, fund documents, and real-time status updates.
Get Started: Onboarding path for new accredited investors — schedule a call with the Origin team.
Contact: Investor Services — investorservices@origininvestments.com, +1 (800) 628-8008.
Accreditation: Origin's funds are offered via private placement to accredited investors as defined by SEC Rule 501(a) of Regulation D. The Origin Real Estate Credit Fund (offered by affiliate Origin Credit Advisers) does not have an accreditation requirement.
Optional
LinkedIn: Company updates, leadership commentary, and fund news.
Headquarters: Chicago, IL. Regional offices: Charlotte, NC; Dallas, TX; Denver, CO; Nashville, TN.
Affiliate: Origin Credit Advisers — Origin's SEC-registered investment adviser affiliate, founded 2023, offering multifamily credit investments via the Origin Real Estate Credit Fund interval fund.
Disclosure: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Targeted returns are not actual returns; there can be no assurance any fund will achieve its target returns.