Generate Passive Income with Origin Investments

Dear Investor,

Financial freedom is about having your assets work for you by generating passive income. At Origin Investments, they focus exclusively on the multifamily sector due to its lower risk compared to many other property types¹, need-based demand and reliability as a hedge against inflation. One key to success in multifamily real estate is partnering with a manager with a proven track record of investing in cities with robust population and job growth.

By way of disclosure, we have an advertising relationship with Origin Investments, meaning we get paid for making this introduction and sharing this content. As always with these types of deals, consider this an introduction and not a recommendation. Every deal is unique and the responsibility to vet any and every deal you invest in still lies with you. This opportunity is available to accredited investors.

With $2.8 billion in AUM² and $4.3 billion in executed transactions³, Origin Investments offers private multifamily investments that span the risk spectrum and are designed to maximize growth and minimize portfolio volatility.

• The IncomePlus Fund is designed to deliver both growth and income in a single, tax-efficient vehicle. 
• QOZ Fund III offers the deferral and the elimination of federal capital gains taxes with multifamily developments.  
• Managed by Origin Credit Advisers, the Strategic Credit Fund for qualified purchasers⁴ is a multifamily-centric private credit Fund that aims to deliver stable monthly income and capital protection. 
• Origin Exchange aims to provide an institutional investment quality option for 1031 exchange investors with the potential benefits of passive income.

Download the Origin overview to learn more about their investment strategy, track record in multifamily and open offerings.

Learn More About Origin Investments

Thank you for your time, and as always, your feedback is welcome and appreciated.

Jim and Brett

James M. Dahle, MD, FACEP
Founder, The White Coat Investor

Brett Stevens, MBA
COO, The White Coat Investor

1. Data from the National Council of Real Estate Investment Fiduciaries (NCREIF) Property Index representing the average annualized return over each five-year period from 1/1/1990 to 12/31/2023. Returns are unlevered.
2. References to "assets under management" or "AUM" represent the real estate investments managed by Origin Investments' subsidiaries, including Origin Credit Advisers, an SEC-registered investment adviser, as to which Origin is entitled to receive a fee, preferred return or carried interest. Origin's calculation of AUM may differ from the calculations of other real estate asset managers and, as a result, Origin's measurement of its AUM may not be comparable to similar measures presented by other asset managers. AUM as of 6/30/24.
3. As of 6/30/24
4. A qualified purchaser is an individual or a family-owned business that owns $5 million or more in investments, not including a primary residence or any property used for business.

Opportunities abound for those who seek them.

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