Investing with Origin

Origin to Join Forces with Focus Partner Firm Kovitz Investment Group in a Strategic Transaction and Partnership

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Adapted from a letter sent to Origin investors. 

We are excited to share that after careful consideration, we have decided to enter into a strategic transaction and partnership with Kovitz Investment Group (Kovitz) and Focus Financial Partners (Focus). Kovitz is a partner firm of Focus and a leading wealth management firm. As a result of this partnership, Origin Investments will become a subsidiary of Focus and part of the Kovitz group of companies. The transaction is expected to close on or about March 1, 2023. 

We have known the principals at Kovitz for more than 10 years and are delighted to join a like-minded partner that cares deeply about client service and investment performance. Following the transaction’s closing, our business will continue to operate under the Origin brand. Our full team will continue in place after the closing, and our headquarters will remain in Chicago. 

Most importantly, the services we provide to our investors will not change as a result of this partnership. Origin’s investments will continue to be managed by the Origin team. As the co-founders and co-CEOs of Origin Investments, we will continue to manage the Origin business on a day-to-day basis.  

We aim to leverage Kovitz’s deep operational, finance and compliance platforms in order to spend more time doing what we do best – acquiring, owning and operating multifamily real estate investments, and providing our investors with the exceptional service they have come to expect from our team. 

View the full press release here and an article from Barron’s about this strategic partnership.  

This article is intended for informational and educational purposes only and is not intended to provide, and should not be relied on, for investment, tax, legal or accounting advice. The information is provided as of the date indicated and is subject to change without notice. Origin Investments does not have any obligation to update the information contained herein. Certain information presented or relied upon in this article may come from third-party sources. We do not guarantee the accuracy or completeness of the information and may receive incorrect information from third-party providers.