Origin Investments is one of the first real estate investing firms and got new technology when the JOBS Act started. Compared to other investing services in the market, many are good at marketing, but haven’t “earned their stripes.” Plus, Origin Investments takes pride on giving excellent services and great quality real estate.
For more real estate competitors check out: Streitwise, DiversyFund, and Fundrise.
This company has grown over the years and has adapted to new technologies and investing strategies to broaden their reach. Now, Origin Investments is able to get more than 1,100 accredited investors. Read below for more information on what they have to offer.
Origin Investments Quick Facts
Established in 2007, Origin Investments is one of the first private real estate investment platforms in the market. Their goal is to gain income-generating real estate, and reinforcing the complexes.
Furthermore, they mainly focus on multi-family and office properties that can range from $25 million to $75 million. Additionally, when you invest with them, you’ll invest in a fund that has a highly diverse array of properties.
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| Minimum Investment | $100,000 |
| Account Fees | 1.25% per year |
| Time Commitment | 60 – 96 months |
| Offering Types | Equity, preferred equity |
| Property Types | Commercial, residential, foreign investors |
| Regions Served | Atlanta, Austin, Charlotte, Chicago, Dallas, Denver, Houston, Raleigh |
| Self-Directed IRA | Yes |
| 1031 Exchange | No |
| Pre-vetted | Yes |
| Pre-funded | Yes |
- Well-diversified funds
- Team expertise
- Transparency & online efficiency
- Great customer support
- Money back guarantee
- Accredited investors only
- Significant fees
Origin Investments Products
Some of the products that they have to offer are:
- IncomePlus. Made to deliver stable, passive income, and appreciation. You’ll be able to invest into equity and multi-family buildings in the U.S. Now, the distribution yield is close to 6.5%, this is more than the 10 Year U.S. Treasury yield.
- QOZ Fund. This offers a diverse portfolio that contains the development projects in the U.S. Plus, it can make viable returns before including the tax perks. One of the perks is that it includes tax elimination for capital gains if you hold it for 10+ years.
- Path by origin Investments App. This is where you can get access to the Public REIT Portfolios. It’s picked and managed by real estate professionals with your goals and how much risk you can take in mind. Lastly, just answer several questions and Origin will do the rest.
Origin Investment Features
What makes Origin Investments so special is that they purchase their real estate properties directly. Rather than being a broker or middleman, their main goal and technology is designed to give the best customer experiences.
- Company Expertise. Origin’s co-founders provide years of commercial real estate and asset management experience. They know where the deals are, how to get it, and reduce your risks.
- Company Commitment. Now, their co-founders invest like partners with their clients and have real estate professionals that reside and work in the invested locations. Additionally, this group is made based on asset performance rather than volume or commissions.
- Company Transparency. Origin Investments offers quarterly updates on investments to you. Overall, investors can even get information of their investment and track the rate by signing into their account online.
- Customer Support. Each investor that signs up with Origin will be contacted by one of the members in about 24 hours. Then, this member will guide you through the process to invest with Origin. Plus, you’ll be able to ask them any questions or refer to their FAQ section.
- Satisfaction Guarantee. Origin Investments will work with you to make things right if you’re not happy with their services. Furthermore, they will refund your investment at your request, less fees, charges, and market losses. However, this guarantee will be available for new Origin investors for the first 12 months. It will be limited to $250,000 per investor.
Origin Investments Fees & Limitations
With Origin Investments, they are clear about their charges and other fees. Additionally, they charge an annual management fee of 1.25% of your net asset value.
| Administration Fee | 2% for less than $250,000 invested < 2% for more than $250,000 invested |
| Acquisition Fee | 0.5% |
| Performance Fee | 10% for a 6% preferred return |
However, Origin’s fees are a bit higher compared to other investment industries in the market. Plus, their services are only available to accredited investors that have a minimum investment of $100,000.
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Conclusion
With Origin Investments, you’ll be able to build a diverse portfolio with the access to several unique features and products. Plus, they will allow individual investors to take part in deals that are normally open to large institutions. Unfortunately, you must be an accredited investor to be able to begin investing with them.
(Visit the link about to view their full product/portfolio descriptions)
