Origin Investments

“Explain 17 years of outperformance in 30 seconds? It can't be done.” Earlier this week, we proudly premiered our very first TV commercial, offering a glimpse into the driving force behind Origin Investments. But that’s only the start. Next week, we’ll take you deeper with a four-part video series that unveils the stories, values and insights fueling our success. Here’s what’s coming: 🔹 The Origin Story – How we built a better way to invest in real estate  🔹 Alignment – One of the key differentiators for success at Origin  🔹 Innovation – How Origin maintains a competitive edge  🔹 Risk Management – What underscores our decision-making Follow along as we reveal each story behind our strategy and see how we’re shaping the future of real estate investing and building the future you deserve. Have more than 30 seconds? Learn more at origininvestments.com. #OriginInvestments #RealEstateInvesting #MultifamilyRealEstate 

Check out the latest edition of Origin Insights: 🔹 Origin Credit Advisers' Thomas Briney explores how long real estate credit investors can ride the wave of high interest rates  🔹 Origin’s Assistant Vice President Isabela Carrasco breaks down 1031 exchanges, a powerful tax-deferral strategy for investors  🔹 Updates on Rye Charlotte, a Nashville, Tenn. development, part of our IncomePlus Fund #multifamilyrealestate #privatecredit #sidecar

The multifamily real estate market is rebounding, creating new opportunities for investors. Higher interest rates slowed development, but they’ve sparked a supply-demand imbalance, setting the stage for growth. Origin co-CEO Michael Episcope writes that investors have the potential to capitalize on constrained supply and forecasted rent growth, and he breaks down three investment scenarios that illustrate the asymmetric return opportunity he's seeing today. > https://bit.ly/4hhnYBt #RealEstate #Investing #MarketRecovery #Opportunities2025

The past two years have tested the resilience of the multifamily real estate market. Rising interest rates. Operating cost pressures. Negative rent growth. Yet, through it all, Origin’s all-weather IncomePlus Fund has stood strong, consistently delivering stable returns and outperforming comparable funds*.    Now, as market fundamentals show renewed strength and 2025 holds new opportunities for investors, it’s time to prepare for what’s ahead.     Join Origin’s Head of Private Wealth Michael O'Shea, CFA and VettaFi’s Investment Strategist Cinthia Murphy Thursday, March 20, at 11:30 a.m. CT for a webinar where they’ll discuss key lessons from this volatile period and share how the IncomePlus Fund is positioned to capitalize on the evolving landscape.   Register for free here: https://bit.ly/41qI5r3 #realestateinvesting #wealthmanagement #alternativeinvestment    *Comparable funds include six of the industry's largest non-traded REITS: Blackstone, Hines, Nuveen, Starwood, Bluerock, and JLL. Returns are for the INV share class, actual individual investor performance may differ based on share class. Total returns reflected are net of fund fees and assume monthly reinvestment of distributions. Performance for these six non-traded REITS is based on publicly available performance reporting. The non-traded REIT returns compared represent a simple average of the six constituents. Origin has not separately verified accuracy of the performance data with each third-party issuer.

How could upcoming changes to Qualified Opportunity Zone (QOZ) legislation reshape tax benefits, investment strategies and opportunities for funds like Origin QOZ Fund III?    Join us on Tuesday, March 18 at 1 p.m. CT for a webinar on the future of the QOZ program. Origin’s Managing Director of Acquisitions Dave Welk and SVP of Acquisitions Kyle Verhasselt will be joined by Ashley Tison, a leading consultant and attorney on Opportunity Zones, where they’ll discuss:    🔹 The current status of QOZ legislation and the likelihood of an extension  🔹 How proposed changes could impact Opportunity Zone tax benefits and investment strategies  🔹 Potential effects on current funds, including Origin QOZ Fund III  🔹 What investors should do now to prepare for potential legislative changes    The webinar wraps up with a live Q&A and key takeaways from each panelist. Register for free here: https://bit.ly/3DKmemC   Can’t attend? Sign up, and we’ll send you the recording.     #investmentopportunity #qoz #opportunityzone #multifamily #realestateinvesting 

Very proud of our project and team at Mira Raleigh (www.miraraleigh.com) for their recent #3 spot on Kingsley Excellence Awards of Top 100 individual multifamily properties that achieved outstanding performance the year prior. Clancy & Theys Construction CompanyMetcon, Inc.CitizensOrigin Investments https://lnkd.in/eHJzR8QD

Webinar Today at 1 p.m. CT: Join us as we kick off our Advisor Series, a quarterly discussion that connects top-tier advisors with savvy investors navigating private markets. Topic: Private market allocation strategies and the evolving role of real estate in client portfolios.    Moderated by Origin’s Head of Private Wealth Michael O'Shea, CFA, the webinar features top RIAs:   🔹 Rod Macdonald, Senior Wealth Advisor at Focus Partners Wealth  🔹 Bruce Weininger, Principal at Kovitz   🔹 Matt Shibata, Managing Partner at Morling Financial Advisors     Unable to attend live? Register for free to receive a recording. > https://bit.ly/41bwNa5 #PrivateWealth #PortfolioAllocation #RealEstateInvesting #RIAs

Join Origin’s Head of Private Wealth Michael O'Shea, CFA next Thursday, March 6, at 2 p.m. ET/1 p.m. CT for a webinar on how private real estate investments can enhance sustainable, tax-advantaged income strategies. He’ll be joined VettaFi’s Cinthia Murphy, Investment Strategist, and Roxanna Islam, CFA, CAIA, Head of Sector and Industry Research. Plus, learn how Origin’s IncomePlus Fund can help optimize client portfolios and differentiate your firm in a competitive market. This program is accepted for one hour of CE credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA® and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services. Register here: https://bit.ly/4kgjpdn #realestateinvesting #wealthmanagement #alternativeinvestment 

Origin Investments’ first Delaware statutory trust acquisition, a 300-unit Class A multifamily community in suburban Dallas, is now fully subscribed. The Starling attracted nearly $40 million in investments and more than 40 investors who elected to use a 1031 exchange to step out of an actively managed investment vehicle   Origin Investments David Scherer Phillip Schuholz Travis Behl Kyle Verhasselt #alternativeinvestments #RIA #brokerdealer #registeredinvestmentadviser #fullysubscribed #TexasOrigin #OriginInvestments #Delawarestatutorytrust #DST #multifamily #1031exchange #OriginExchange

Introducing the Origin Advisor Series–a quarterly discussion for financial professionals navigating private markets.     Join us for the inaugural webinar on Tuesday, March 11, at 1 p.m. CT. Moderated by Origin’s Head of Private Wealth Michael O'Shea, CFA, the webinar features top RIAs:  🔹 Rod Macdonald, Senior Wealth Advisor at Focus Partners Wealth 🔹 Bruce Weininger, Principal at Kovitz 🔹 Matt Shibata, Managing Partner at Morling Financial Advisors     They’ll cover:  🔹 How to incorporate real estate into diversified portfolios  🔹 Key considerations when choosing among investment structures like interval funds, private REITs and drawdown vehicles  🔹 Core vs. value-add vs. opportunistic investments–what’s right for your clients?  🔹 Best practices for due diligence and manager selection    This session will close with a live Q&A. Please submit questions when registering: https://bit.ly/41bwNa5   #PrivateWealth #PortfolioAllocation #RealEstateInvesting #RIAs