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?

Building off the recent success of our initial Origin Investments TV campaign, it was great to be back on set for round two this week with Michael Episcope and David Scherer. Huge thanks as always to Al Wyatt from Jetpack Agency for being the consummate creative maestro, and to the team at Tatari for the fabulous media partnership.

Webinar TODAY at 2 p.m. CT: Join Origin Co-CEOs Michael Episcope and David Scherer for a webinar to learn about Origin’s flagship IncomePlus Fund, structured to deliver income, appreciation and tax efficiency in any environment. This all-weather Fund has delivered 67 consecutive months of distributions since inception, with 94% positive monthly returns, and it has increased its dividend payout by 15% over the past three years. The Fund is looking take advantage of the lack of housing supply and surging demand by pivoting to common equity. During the webinar, Michael and Dave will discuss the Fund's history, current performance, what lies ahead over the next year and conclude with live Q&A. Unable to join? Register and we’ll send you a recording of the webinar. > https://bit.ly/3Ao7d8t

Qualified Opportunity Zone (QOZ) funds provide one of the greatest opportunities for investors to gain significant returns and enjoy major tax benefits. By investing in QOZ funds, taxpayers can defer capital gains taxes until 2026 and eliminate federal tax on future gains if held for 10 years. Discover the advantages of QOZ investing here: https://bit.ly/4hTMN81 ? #qualifiedopportunityzone #qoz #realestateinvesting #taxdeferral?

Northerly in Madison, Tenn., part of our IncomePlus Fund, is 44% leased and going strong. Northerly offers residents a remarkable lifestyle with top-notch amenities, including:? ? ?? A beautiful pool and courtyard with a cozy fireplace? ?? Outdoor game area and hammock lounge?? ?? Community rooms?? ?? Co-working spaces with breakout rooms ?? ?? A spacious 1,300-square-foot fitness room and yoga area?? ?? Dog park and wash station? Over the past six months, we've averaged 18 leases per month. Northerly is one of two Origin properties in Tennessee, with another one under construction. Curious to learn more? Visit Northerly’s website for additional details: https://bit.ly/3Z9nffM. ? Learn more about our open IncomePlus Fund here: https://bit.ly/3ZcQgYb. ? #multifamily #realestateinvesting?

Proud of our entire team as we celebrated the ribbon cutting at Mira Raleigh, NC. Our 288 unit multifamily project that combines southern charm with a byte! With Studio, One, and Two bedroom units as well as overwhelming amenities for every taste Mira is a special project that will create a sense of community and home for so many. Clancy & Theys Construction CompanyMetcon, Inc.GreystarOrigin InvestmentsCitizensHumphreys & Partners Architects

We’re excited to share the latest on MIRA Raleigh, located in the heart of historic downtown Raleigh, N.C. Now 29% leased, MIRA has averaged 14 leases per month over the past five months. This vibrant 288-unit community, part of our QOZ Fund I portfolio, offers a mix of studio, one- and two-bedroom residences, with amenities for work, fitness and leisure. MIRA Raleigh brings a luxury midrise option to a market dominated by high-rise projects built with higher cost structures, blending Southern charm with premium finishes, stunning views and an uncompromising lifestyle at a more affordable price point. Our partners in this joint venture are Spandrel Development Partners, LLC and Capital City Urban Development. Learn more about MIRA Raleigh here: https://bit.ly/3URgAUY ? Learn more about our open QOZ Fund III here: https://bit.ly/4ev3qUE #raleighrealestate #multifamily #realestateinvesting #QOZinvesting

In October, we introduced two exciting new sidecar opportunities: Azola Desert Ridge and Rodeo Drive. Azola Desert Ridge is already fully subscribed, and only 30% of capacity remains for Rodeo Drive. This 340-unit, Class A multifamily development in East Austin, Texas, is targeting a 16.5% to 19.5% net IRR(1) and a 1.5x to 1.7x(1) net multiple over 36 months(2). Investors in Rodeo Drive can expect a boost in net income due to its Public Facilities Corporation (PFC) structure. This provides a 75-year exemption on property taxes, which typically constitute 40% to 50% of all operating expenses of multifamily buildings in Texas. The PFC structure has the potential to enhance the property’s value by 20% compared with similarly situated non-PFC properties(3). Explore more about Rodeo Drive here: https://bit.ly/4ewXQRL. #multifamilyinvesting #sidecar 1) Targeted returns are pre-tax but net of anticipated fees and expenses. There can be no assurance that the investment will achieve comparable results or meet its target returns. ? 2) The 36-month hold period is the estimated period prior to a sale of the property and is based on the reasonable expectation of the investment manager; there can be no assurance that the hold period will not be longer. Please see the Confidential Private Placement Memorandum of OIG Rodeo FS, LLC for details. ? 3) The tax benefit analysis is hypothetical and is presented for illustrative purposes only. Investors should not expect any specific level of returns, as this model is contingent upon various financial factors, such as the assumed rent and potential variations in property taxes, as highlighted in the illustrative scenarios.

We're thrilled to share new photos of Fiona, a QOZ Fund I ground-up development in Colorado Springs, Colo. Fiona is now 36% leased, and October marked our best month yet with 35 new leases signed. Fiona is one of four Origin assets in the area, designed to capture the beauty of the Springs’ four distinct seasons.? ? Some standout amenities of this 322-unit podium project include:?? ?? Pet spa and outdoor dog run? ?? Community game room with poker and billiards table? ?? Rooftop sky lounge? ? Residents are especially enjoying our Olympic-sized pool and street-level co-working lounge. Learn more about Fiona here: https://bit.ly/3AGgYPh? Learn more about our open QOZ Fund III here: https://bit.ly/3Z2zGdn ? ? #ColoradoSprings #multifamily #realestate #realestateinvesting #QOZ?

Origin's flagship all-weather IncomePlus Fund has generated 67 consecutive months of distributions since inception and increased its dividend payout by 15% over the past three years. It achieved this despite market volatility over the past two years. While many of our competitors were down, we continued to grow. The current dividend is roughly 6.3%, with more than 90% being shielded from taxes.* We anticipate future growth as we pivot away from lending towards equity investments over the next year. ? Join Origin Co-CEOs Michael Episcope and David Scherer on Thursday, Nov. 21 at 2 p.m. CT for an overview of the IncomePlus Fund. They will discuss the Fund's history, current performance and what lies ahead over the next year. The webinar will conclude with live Q&A. Please submit questions when registering.?https://bit.ly/3Ao7d8t *This data is historical and not indicative of future tax liabilities. Taxation of distributions will vary from year to year depending on the Fund’s prevailing portfolio allocation throughout the year. Actual tax efficiencies will depend on an investor’s tax situation and may differ from those presented. The return of capital will lower an investor’s basis in the Fund. When an investor sells their interest in the Fund, any gains will consider the selling price relative to the cost basis. Accordingly, the return of capital is a deferral of some of the investor’s tax liability. #realestateinvesting #taxefficiency #multifamily