Frequently Asked Questions

About Origin

Origin Investments is an institutional real estate investment platform that acquires office and multi-family properties on behalf of its principals and investment partners. Origin excels in deal sourcing, risk management, revenue generation and communication. Origin acquires and develops multi-family and office assets in eight target U.S. cities and has offices in Chicago, Dallas, Denver and Charlotte.

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Origin was formed in 2008 to make commercial real estate investments on behalf of its principals.
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Origin buys real estate directly and is not a middle man or broker. Technology is used to enhance access to outside investors but real estate is the company’s main focus. Origin is a proven real estate investment firm that has been successfully managing assets for investors since 2008. We invest side by side with our clients and employ real estate experts who live and work in every region where we invest.
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At Origin, we stand behind the services we provide to our investors. If you are not happy with our services, including our investment memoranda, communications and reports, we will work with you to make things right. And if you are not fully satisfied, we will refund your investment at your request. This satisfaction guarantee is only available to new Origin investors and is limited to $250,000 per investor. No fees, charges or market losses will be refunded. For additional information regarding fees, please see the Private Placement Memorandum provided to you at the time of your investment or upon your request.


Origin’s Service Guarantee: The Origin service guarantee is only available to new investors for the first twelve (12) months following their initial investment with Origin. If at any time during the first twelve (12) months following your initial investment you are not completely satisfied with the services being provided to you by Origin, at your request Origin will refund the amount of such initial investment up to $250,000, less applicable management fees and charges. You will receive a refund of amounts covered by this guarantee within approximately four weeks of your request. No other fees, charges, expenses, or market losses will be refunded. The maximum cumulative amount of all refunds made under this guarantee is limited to $5 million. Origin reserves the right to change this guarantee in the future upon publication of such changes on this website. For additional information regarding associated program fees, please see the Private Placement Memorandum provided to you at the time of your investment or upon your request.

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Origin Investments takes security of our users’ data seriously, and we consciously take steps to ensure all information remains secure. Origin Investments adheres to the following principles in concern for the security and privacy of its customers:

1. Design for Security: We believe in security throughout every level of our customer’s experience. Therefore, our development, technical, and support staff are trained to maintain and improve upon our platform with security in mind, and do so with the support of the highest levels of our organization.

2. Standardized Security Controls: All components are held to the same standards of compliance to security policies, redundancy and resilience against attacks.

3. Continuous Monitoring and Review: By remaining vigilant on our systems through audits and regular reviews, we maintain the integrity of our system and continue to enhance our user’s experience.

Where necessary, Origin Investments works with 3rd party services in an effort to provide our customers with the most efficient and secure experience possible. In such cases, these core components of our policy still apply.
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Origin targets eight U.S. markets based on evaluation of demand drivers such as population growth, job growth, rent growth, access to multiple transportation modes and proximity to universities for access to a trained workforce.
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Origin looks for underperforming office and multi-family assets in eight high-growth markets throughout the U.S. We look to add value by buying right and enhancing revenue through active management.
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For Investors

Offerings are available to accredited investors who register on Origin’s secure online investment portal. Click on the “Sign Up” button to begin setting up your account

Once registered, you will have access to detailed information on available offerings, such as location, business plans, full deal analysis and performance projections.

Click “Invest Now” when you are ready to invest in a deal. From there, an Origin team member will be in touch with instructions to verify your accreditation, sign legal documents and fund your investment directly in the portal.

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An accredited investor is a term used by the U.S. Securities and Exchange Commission (SEC) under Rule 501 of Regulation D. In order to qualify as accredited, an investor must accomplish at least one of the following:
• Earn an individual income of more than $200,000 per year, or a joint spousal income of more than $300,000 per year, in each of the last two years and expect to reasonably maintain the same level of income;
• Have a net worth exceeding $1 million, either individually or jointly with his or her spouse (excluding the primary residence);
• Be a bank, insurance company, registered investment company, business development company, or small business investment company;
• Be a general partner, executive officer, director or a related combination thereof for the issuer of a security being offered;
• Be a business in which all the equity owners are accredited investors. Be an employee benefit plan, a trust, charitable organization, partnership, or company with total assets in excess of $5 million.
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Yes. Once you decide to invest in a property, you will be contacted by an Origin team member with instructions on how to verify your accreditation.
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Investors receive a preferred return between 8% and 10%. Once investor capital is fully returned and the preferred return is paid, Origin receives 20% of the profits and investors receive 80%. Additionally, Origin receives an annual 1.5% management fee on invested capital that is used to pay operating expenses of the company. Fees will vary slightly with each investment and are covered in depth in each private placement memorandum. There is no fee to setup an account.

Read more about our Fund III fees.

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Registered users will be given an investor contact, who is available to answer any questions. A link to their email will be available when you are logged into the portal.
Additionally, you are always welcome to contact us directly at 800-628-8008
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Yes. Investors are able to invest through an LLC or trust. Investors are also able to invest through their traditional self-directed IRAs.

Please contact investor relations if you need help selecting a custodian.

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$100,000 is the minimum to invest in a fund. $25,000 is the minimum to invest in individual deals.
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Yes, Origin uses Liccar to provide an additional level of fund oversight. Liccar manages the cash administration on behalf of the Fund. Utilizing a PCAOB compliant accounting firm as our fund administrator provides our investors with additional assurance that Origin’s controls and procedures have been vetted by a reputable third party.
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Liccar is both an alternative fund administrator and a full-service public accounting firm located in the heart of the Chicago’s financial district. The firm is primarily comprised of CPAs and MBAs with significant experience in the alternative investments industry either from a public accounting background or actual operational experience as former CFOs or controllers.

Liccar’s business model allows them to easily scale their services to specifically meet each client's needs and their client financial reporting can be easily customized to meet specific client requirements.

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Funds can be wired directly into the operating account of the underlying investment, or sent by check to an independent fund administrator. Origin uses Liccar, Certified Public Accountants, for its fund administration. Liccar, CPA will administer all equity contributions and distributions. Origin does not handle cash internally.
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Investors can access updated account information 24/7 by logging into our investor portal. They'll also receive asset management updates via email on each investment and a detailed investor report every quarter.
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On individual investments that are cash-flowing, an investor can expect to receive quarterly distributions. Origin also distributes capital to investors when properties are sold or refinanced. The business plan of each opportunity provides detailed projections on all sources of capital distributions.
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Similar to a 1099, a K-1 form is an accounting of the tax income for the year. Each investor receives one per investment. K-1 forms are most commonly used in partnerships and in real estate ownership.

Read more about K-1s on our blog.

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No. By their nature, real estate investments have a longer term time horizon than that of liquid stocks or bonds. Each investment will have a thoroughly detailed business plan outlining the timeline to realize the investment. Timelines may vary from 3 to 5+ years. Please read and understand each investment offering carefully before making an investment decision.
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