If you haven’t heard of Origin Investments, it’s a real estate investment company that wants to help protect and grow both their own individual wealth and the wealth of other individual investors. In comparison to other investment platforms, they are more technologically advanced since they adopted technology and crowdfunding strategies.
Not only that, they strive to deliver superior investment advice with fair fees and uses the Path app to communicate performance and information to investors in real time. Continue reading below to learn more about what products they have to offer and more!
If you’re not an accredited investor, but you want to get into real estate investing, consider Streitwise or DiversyFund.
Origin Investments Overview
| 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 |
PROS
- Well-diversified funds
- Team expertise
- Transparency & online efficiency
- Great customer support
- Money back guarantee
CONS
- Accredited investors only
- Significant fees
Origin Investments Products
Origin Investments has a few different funds that you can invest in depending on your needs and risk tolerance. There is an Income Plus fund that aims to give you a stable level of passive income and capital appreciation. The QOZ fund is a diversified portfolio of transformational projects that have been tax-advantaged.
IncomePlus Fund
The name IncomePlus Fund more accurately identifies what the Fund is designed to do for investors: deliver stable, passive income and appreciation. The core strategy of the Origin IncomePlus Fund is to acquire core plus and value add apartment complexes in ten fast-growing markets in the U.S.
QOZ Fund
The QOZ Fund provides significant tax advantages to investors who roll over their capital gains from other investments into a Fund that invests in Qualified Opportunity Zones: Tax Elimination, Tax deferral & Tax reduction.
Path by Origin Investments
Path by Origin Investments is a web-based, technology-driven investment platform that seeks to help investors maximize their returns by providing a real estate investment solution that includes both public and private real estate.
(Visit the link about to view their full product/portfolio descriptions)
Origin Investments Features
Origin is different from other online investing platforms because they buy real estate directly instead of having a broker or middleman. Real estate is the company’s main focus and then they add technology to improve the overall customer experience.
Company Expertise. The co-founders have a lot of experience in commercial real estate and asset management, so they know where to find the best deals and how to reduce investor risk.
Company Commitment. Real estate experts are employed and can help you based on location. The team is compensated based on asset performance, not acquisition volume or commissions.
Company Transparency. The company provides quarterly updates on investments. Investors can access all the details of their investment and track performance just by logging into their account.
Customer Support. Every investor will be contacted by a representative within 24 hours to help walk you through the entire investing process so you don’t have to figure it out for yourself. If you have any issues, you can refer to the comprehensive FAQ section on the website, or you can phone, email, message or visit the company.
Satisfaction Guarantee. If you are not satisfied with any of Origin’s services, they will work with you to fix that. If not, Origin will refund your investment at your request, less fees, charges, and market losses. This is only offered to new Origin investors for their first twelve months and is limited to $250,000 per investor.
Origin Investments Fees
Origin is charges an annual management fee of 1.25% of your net asset value, as well as other fees:
| 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 |
Origin Investments Limitations
Origin fees are slightly higher than other investment platforms and they only offer services to accredited investors with a minimum investment of $100,000.
How Origin Investments Work
- First you need to register to be an accredited investor to invest, but anyone can register and review the funds.
- Make sure to do a your research about the strategy and specifics of each fund. It’s available for you to download and view. You can compare investment choices against each other.
- With Origin’s personal assistance, they want to know you and help you understand what you’re investing in. You will be assigned a personal contact to walk you through the investment process and help you with all the aspects of the properties.
Who should sign up for Origin Investments?
- If you’re an accredited investor since this platform is not available for casual investors.
- Someone who is looking for a full transparency, so unlike private REITs, you are able to see each individual property that makes up the Origin Investments funds.
- Lastly, if you’re looking for security. With Origin Investments, there is a satisfaction guarantee for the first year after you sign up for an account. Which means you can get a refund of up to $250,000 if you were not happy with certain parts of the Origin Investments offering.
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Bottom Line
With Origin Investments, individual investors can get into the same sort of high-end deals that used to be available only to the super-wealthy, pension funds and large institutions. Origin provides the opportunity to invest in several funds that are diversified across multiple properties.
If you’re interested on more investment opportunities, you can check out HustlerMoneyBlog’s best brokerage bonuses & investment promotions for this month as well as our archive on other investment promotions!
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