Origin Investments: Platform Profile

Overview

Origin Investments is a private multifamily real-estate manager for high-net-worth investors, family offices, and advisers.

Current investor access spans several structures:

• IncomePlus Fund;
• Select Asset Fund;
• Qualified Opportunity Zone funds;
• Origin Exchange Delaware Statutory Trusts;
• private-credit strategies through affiliate Origin Credit Advisers.

The most important current distinction is that Origin Investments itself says it is not a registered broker-dealer, funding portal, or investment adviser.

Some affiliated investment products are managed by separately regulated entities.

May fit better for

• accredited investors seeking multifamily exposure;
• investors comfortable with $100,000+ private-fund minimums;
• 1031-exchange investors seeking DST replacement property;
• investors who want pooled multifamily exposure rather than individual-property crowdfunding;
• investors who value tax-aware private real estate structures;
• investors able to tolerate long holding periods.

May fit less well for

• non-accredited investors seeking the ordinary Origin Investments funds;
• small investors;
• investors requiring daily liquidity;
• investors seeking individual-property control;
• investors who assume every Origin product has the same manager, minimum, or fee schedule;
• investors who treat target returns as forecasts that must be achieved.

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Current legal/platform status

Current Origin legal disclosures state:

• Platform operator: Origin Investments Group, Inc.
• Registered broker dealer: No
• Registered funding portal: No
• Registered investment adviser at parent platform: No

Origin Credit Advisers LLC is a separate SEC-registered investment adviser for applicable private-credit products.

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Accreditation

Current Origin funds:

• Ordinary Origin funds accredited only: Yes
• Rule 506c verification required: Yes

Origin's current FAQ states investors must verify accredited status for applicable Origin funds.

Current separate private-credit products through Origin Credit Advisers can have different eligibility rules.

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Current open-fund minimum references

Current 2026 Origin materials show:

• IncomePlus Fund:
• Minimum: $100,000
• Hold period: 5+ years
• IRA eligible: Yes
• Select Asset Fund:
• Minimum: $100,000
• Co invest minimum for individuals: $500,000
• Fund term: 5 years
• QOZ Fund III:
• Minimum: $50,000
• Hold period: 10 years
• Strategic Credit Fund:
• Minimum: $100,000
• Qualified purchaser product: Yes
• Manager: Origin Credit Advisers LLC

Minimums are product-specific.

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IncomePlus Fund current fee reference

Current Origin materials for the IncomePlus Fund disclose the standard investor-class structure with:

• IncomePlus Fund:
• Management fee: 1.25%
• Performance allocation: 10%
• Acquisition fee: 0.5%

Promotions can temporarily waive or offset certain fees.

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IncomePlus target and yield

Current marketing shows target returns and a current distribution yield.

Those figures are time-sensitive.

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Select Asset Fund

Current Select Asset Fund:

• Minimum: $100,000
• Individual co invest threshold: $500,000
• Advisor firm aggregate threshold: $2,500,000
• Co invest fee: no management fee and no performance fee on qualifying co-invest amount under current terms

The fund is a concentrated development-oriented multifamily strategy.

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Select Asset target-return

Current target-return ranges are hypothetical.

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Origin Exchange

Origin Exchange is a 1031-exchange DST program.

Current disclosures show:

• Origin Exchange:
• Accredited only: Yes
• Minimum: $250,000
• One time o and o fee: 1.00%
• Annual asset management fee: 1.25%
• Acquisition fee: $0
• Selling commission: $0
• Disposition fee: $0

Current offered DST minimums can be higher or lower only if explicitly shown in the offering documents.

Use the current platform-level $250,000 reference for Origin Exchange.

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Origin Exchange is not the same as a pooled fund

A DST investor generally owns a beneficial interest in a trust holding specific property.

A fund investor owns an interest in a pooled investment vehicle.

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1031 exchange

A properly structured DST interest can qualify as replacement property for a 1031 exchange.

That does not mean:

• every private real-estate fund qualifies;
• every investor qualifies;
• tax deferral is guaranteed;
• the DST is low risk.

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Liquidity

Current private funds and DSTs are not publicly traded.

Some funds provide redemption mechanics after minimum holding periods.

Those rights are product-specific and governed by offering documents.

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Protection

Current Origin disclosures state:

• FDIC: No
• Bank guarantee: No
• Market loss protection: No

Assessment

Origin Investments is better understood as a private real-estate manager with several different product structures than as a single crowdfunding product.

For ordinary fund investors, the dominant current entry point is roughly $100,000.

For Origin Exchange DST investors, the current minimum is $250,000 and the fee schedule is materially different.

The strongest comparison rule is:

Do not compare an Origin DST, IncomePlus Fund, Select Asset Fund, and Origin Credit strategy using one minimum or one fee number.