Partnering with Wealth Managers

Questions? Please email or schedule a call with Ben Harris

Learn why private real estate still works in today's portfolios and how to evaluate managers and deals.

We work so well with wealth managers because we deeply understand their business. We, too, are fiduciaries. We invest significantly in the same strategies as our clients, at the same terms. We believe that risk management is the key to building and preserving wealth. We know that the trust of our clients is earned through alignment, transparency and execution.

We do not offer commissions or sales loads of any kind and exclusively work with fee-only advisors. The vast majority of our clients are individual investors. This focus influences everything we do, from the fund's fees and minimums to our best-in-class reporting and online portal.

Resources for Professionals

Downloads to Share with Clients

Origin Fund III Presentation

Investor presentation with detailed track record and current fund assets. Updated as of March 15, 2017.

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Origin Fund III PPM

Confidential Private Placement Memorandum for Origin Fund III, LLC.

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Introduction to Fund III Webinar

Insights and Articles

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Use Private Equity Real Estate to Meet Personal Investment Goals

Ups and downs are roiling the markets. The latest jolts came election night as the market see-sawed hundreds of points…. Read more »

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The Power of Compounding: How to Double Your Money Every 7 Years

The Power of Compounding: How to Double Your Money Every 7 Years “Compound interest is the eighth wonder of the… Read more »

Invest PERE REITs

5 Reasons Why It Pays to Invest in Private Equity Real Estate Funds

Higher interest rates, lower economic growth and weak corporate profits are here to stay, and a portfolio made up only… Read more »

Build a Winning Portfolio: What Sports Dynasties Teach Investors

Build a Winning Portfolio: What Sports Dynasties Teach Investors

Investors who “chase performance” and buy into last year’s top-rated fund are most often disappointed. As championship sports teams know,… Read more »

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What to Look for in Private Equity Real Estate Fund Fees

It’s well documented that private equity real estate funds offer investors a good way to generate excess returns over public… Read more »

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How You, Too, Can Invest Through a Self-Directed IRA

Many accredited investors use IRA money to fund investments in private equity commercial real estate, which is classified as an… Read more »

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