Origin Investments

by Origin Investments  · Based in United States → — Diversify Your Portfolio with Private Real Estate
Emergency Medicine Family Medicine Internal Medicine
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Varies by fund and offering
Documentation ProvidedRegulatory Status Disclosed

Overview

Origin Investments is a private equity fund manager specializing in high-growth multifamily real estate assets. They offer physicians a passive investment approach to diversify their portfolios beyond traditional stocks and bonds, focusing on strategies designed for income generation, long-term growth, and tax efficiency.

The platform provides access to various investment vehicles, including the flagship IncomePlus Fund, which aims to generate recurring income and long-term growth through a diversified portfolio of multifamily properties. For physicians seeking tax advantages, Origin Investments offers the Origin Exchange for 1031 exchanges into institutional-quality multifamily DST properties and a Qualified Opportunity Zone (QOZ) Program for tax-advantaged development projects.

Origin Investments emphasizes a data-driven approach, utilizing their proprietary ‘Multilytics’ system to identify investment opportunities. Their offerings cater to different investor priorities, whether it’s generating consistent income, seeking appreciation through opportunistic strategies, or leveraging tax-efficient structures. Physicians can explore individual deals or invest in diversified funds, aligning with their specific financial goals and risk tolerance.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • Multifamily real estate investments
  • IncomePlus Fund (income & growth)
  • Origin Exchange (1031 exchanges)
  • Qualified Opportunity Zone (QOZ) Program
  • Individual deal opportunities
  • Proprietary 'Multilytics' investment strategy
  • Passive investment approach
  • Investor guides and educational resources

Use Cases

  • Portfolio diversification for physicians
  • Generating passive income through real estate
  • Long-term wealth creation
  • Tax-efficient real estate investing (1031, QOZ)
  • Accessing institutional-quality private real estate

What Physicians Need to Know

Tax Optimization Strategies
Origin's AI Advisor provides personalized insights for tax optimization. The platform offers educational tools about taxes and partners with Column Tax for tax-filing services with a maximum refund guarantee. Origin Investments also focuses on tax-advantaged real estate strategies, such as 1031 exchanges and Qualified Opportunity Zone (QOZ) funds, which can help defer, reduce, or eliminate capital gains taxes and generate passive income. Their IncomePlus Fund aims to deliver tax-efficient income.
1099/W-2 Support
Origin's IncomePlus Fund is converting to a private REIT structure to simplify tax reporting for investors by producing 1099 statements instead of K-1s, which are typically more time-consuming. This change aims to make tax reporting more efficient and expedient.
Real-Time Market Data
The platform allows users to monitor real-time performance of their investments, compare their portfolio to major indices, and track daily market moves. It refreshes linked investment account values daily, providing current information on investment worth, asset allocations, and performance metrics. Users can also view real-time analyst ratings, earnings estimates, and fundamental details for their holdings.
Retirement Planning (401k/403b/457)
Origin's AI financial advisor can forecast major life events, including retirement planning. While the platform focuses on cash flow, growing wealth, and homeownership, rather than solely on retirement, tax, and estate planning, it does offer financial planning tools to run future projections and compare different scenarios. Origin also provides personalized guidance for planning major milestones. For self-employed individuals, maximizing tax-advantaged retirement accounts like a Solo 401(k) is a key tax strategy.
Crypto/Alternative Assets
Origin's platform allows users to add crypto to custom watchlists and monitor its performance in real-time. Origin Investments also specializes in private real estate investments, offering funds focused on multifamily properties, which are considered alternative assets.
Physician Tip

Physicians can leverage Origin's AI for personalized tax optimization strategies, especially concerning real estate investments like 1031 exchanges and Qualified Opportunity Zones, which can offer significant tax advantages. For those with 1099 income, the shift of Origin's IncomePlus Fund to 1099 reporting can simplify tax season. The platform's real-time market data and investment tracking can help physicians stay informed about their diversified portfolios, including alternative assets like real estate and crypto. While Origin provides retirement planning tools, physicians should still consider consulting with a CFPu00ae professional for comprehensive guidance on complex tax, legal, or estate matters.

Origin securely connects all financial accounts, including investments, using trusted providers like Plaid, Finicity, and MX. It integrates budgeting, spending tracking, automated investing, and a high-yield cash account into a unified financial dashboard. The platform also partners with Column Tax for tax-filing services. Origin's AI Advisor is built directly into the platform, interpreting data from linked accounts to provide personalized guidance.

Details

Category Physician Finance & Tax, Physician Real Estate
Pricing Varies by fund and offering
  • Origin Investments does not publish a standardized fee schedule applicable to all funds on its public website
  • Fees may vary by offering and can include management fees, acquisition fees, performance-based incentives, or administrative costs
  • Detailed fee disclosures are typically provided in fund offering documents
  • For example, for amounts less than $250,000, there's a one-time 2% administration fee
  • For investments over $250,000, this fee ranges from 0.0% to 1.0%
  • There's also a 0.5% acquisition fee
  • The IncomePlus Fund has a performance fee of 10% after a 6% preferred return with a 50/50 catchup, and the QOZ Fund has a performance fee of 15% after a 7% preferred return with a 50/50 catchup
  • Minimum investments vary by fund, for instance, the IncomePlus Fund has a $100,000 minimum, and the QOZ Fund has a $50,000 minimum
  • The Select Asset Fund has a $100K fund minimum for individuals, with a $500K co-invest minimum
Free Trial No
DeploymentCloud
API Available No
LanguagesEnglish
Target SizeAccredited Investors (individuals, family offices, institutions, private wealth channels)
Compliance
BAA AvailableUnknown AI-estimated
HIPAA CompliantUnknown AI-estimated
FDA Status Not applicable AI-estimated — N/A
SOC 2Unknown AI-estimated
GDPRUnknown AI-estimated
Integrations
EHR Not specified
Specialties Emergency Medicine, Family Medicine, Internal Medicine

Social Proof

Customersunknown
Notable
unknown

What the Web Says

Origin Investments generally receives positive feedback, particularly for its accessibility to individual investors and its focus on real estate. Many appreciate the transparency and communication from the company, as well as the potential for passive income and diversification. However, some users note the illiquidity of real estate investments and the long-term nature of returns.

Overall: Positive

Strengths

  • Accessibility for individual investors to private real estate
  • Strong communication and transparency from the Origin team
  • Potential for passive income and portfolio diversification
  • Focus on institutional-quality real estate assets
  • User-friendly platform and investment process
  • Experienced management team

Limitations

  • Illiquidity of real estate investments
  • Long-term commitment required for returns
  • Minimum investment amounts can be high for some
  • Performance is tied to real estate market fluctuations
  • Limited control over individual property decisions
  • Not suitable for investors needing quick access to funds

Based on reviews from: Reddit (various subreddits like r/realestateinvesting, r/financialindependence), Physician on FIRE, White Coat Investor, BiggerPockets (discussions mentioning Origin Investments), Online investment forums and blogs

Last updated: 2026-07-02

Ratings & Reviews

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Press & Coverage

Origin Investments
Origin Investments' Charlotte and Nashville DST Offerings Are Fully Subscribed; Origin Now Focuses on $46.3 Million DST Offering in Orlando
Origin Investments announced that its Charlotte and Nashville Delaware Statutory Trust (DST) offerings are fully subscribed, and the firm is now focusing on a $46.3 million DST offering in Orlando. The Orlando Nona DST is located near the Lake Nona Medical Center, a 650-acre health and sciences park.
2026-06
Origin Investments
National Developer ZOM Living Secures $88 Million in Construction Financing and Breaks Ground On 416- Unit, Garden-Style Community in Phoenix, Ariz.
Origin Investments and ZOM Living have formed a joint venture and broken ground on Azola Desert Ridge, a 416-unit luxury residential community in Phoenix, Arizona, with $88 million in construction financing. The development is located near the Mayo Clinic and other healthcare and educational facilities.
2025-03
Origin Investments
Origin Investments Announces First Investment for Select Asset Fund
Origin Investments announced its first investment for the Select Asset Fund, the 353-unit Medina Station in Mesa, Arizona, a ground-up multifamily development. The site offers convenient access to key regional employment centers, including surrounding hospital networks.
2026-03
Origin Investments
Origin Investments Makes First Delaware Statutory Trust/1031 Exchange Acquisition for Newly Launched Origin Exchange
Origin Investments completed its first Delaware Statutory Trust (DST) acquisition through its new Origin Exchange program, purchasing The Starling, a 300-unit multifamily community in suburban Dallas. Princeton, Texas, where The Starling is located, is within 15 minutes of Baylor Scott White McKinney Hospital and Medical City McKinney.
2024-09
Multi-Housing News
Catalyst, Origin Investments Team Up Again in NC
Catalyst Capital Partners and Origin Investments are developing their third multifamily community in Asheville, N.C., called Catalyst Biltmore Village. The Asheville area's economy is led by the healthcare and education industries.
2024-10
Origin Investments
Origin Investments Announces Select Asset Fund for Growth-Oriented Investors
Origin Investments launched its Select Asset Fund, a $100 million short-duration fund to invest in five high-margin, ground-up multifamily developments in Sun Belt and Mountain states. The fund aims to capitalize on future supply constraints and strong demand in these regions.
2025-11
Origin Investments
Origin Investments, Morgan Group Team on San Antonio Qualified Opportunity Zone Project
Origin Investments and Morgan Group have partnered to break ground on Altitude at Brooks, a 324-unit multifamily project in a qualified opportunity zone in San Antonio. The community will be situated among educational facilities, key employers, and the region's only hospital.
2024-09
Origin Investments
AVA Gainesville
Origin Investments and TWO Capital Partners are developing AVA Gainesville, an $86.7 million build-for-rent community in suburban Atlanta. The project is located near Northeast Georgia Medical Center, a major hospital system that is undergoing a $700 million expansion.
2023-03

Videos

Product demos, reviews, and walkthroughs for Origin Investments.

View all on YouTube

Frequently Asked Questions

Origin Investments focuses on real estate syndications, which offer several tax advantages beneficial for high-income physicians. These include depreciation deductions, which can offset a substantial portion of rental income and reduce overall taxable income, and pass-through taxation, avoiding double taxation at the corporate and individual levels. Additionally, investors can deduct mortgage interest payments, and there may be opportunities for tax-deferred exchanges under Section 1031, allowing for deferral of capital gains taxes when reinvesting in like-kind properties.
Origin Investments primarily deals with real estate, which generally falls outside the direct scope of healthcare-specific regulations like Stark Law and Anti-Kickback Statute, as these typically apply to investments in healthcare businesses that generate referrals. However, physicians considering any alternative investment should always be aware of applicable healthcare regulations and consult with a healthcare attorney before investing in any business touching the healthcare industry.
Physicians seeking similar tax advantages and alternative investment opportunities can explore other real estate crowdfunding platforms like EquityMultiple, CrowdStreet, RealtyMogul, and Yieldstreet. Beyond real estate, other alternative investments include private equity, venture capital, private credit, and tangible assets, all offering diversification and potential tax benefits.
Origin Investments, like many private real estate investment managers, does not publish a standardized fee schedule on its public website. Fees can vary by offering and may include management fees, acquisition fees, performance-based incentives, or administrative costs. These fees are detailed in fund offering documents and should be carefully reviewed to understand the total investment costs and their impact on net returns.
Investments in Origin Funds are generally illiquid, meaning investors should expect to hold their investment for the specified period in each Fund's private placement memorandum. Investors cannot typically sell or withdraw their investments prior to the end of the hold period without prior consent and may incur penalties. Additionally, as passive investors in syndications, physicians have limited control over the day-to-day management of the properties.
To invest with Origin Investments, you must qualify as an accredited investor. Verification typically involves a licensed professional (attorney, CPA, or financial advisor) reviewing your financial status and completing a certification form provided by Origin. Generally, an individual qualifies with a net worth exceeding $1 million (excluding primary residence) or an income exceeding $200,000 individually (or $300,000 jointly with a spouse) for the past two years, with a reasonable expectation of the same in the current year.
Generally, passive losses from real estate syndications cannot be used to directly offset W2 or 1099 active income for most passive investors. However, these passive losses can be used to offset other passive income you may have, such as income from other rental properties. If a physician's spouse qualifies as a real estate professional, the rules may differ, allowing for more active income treatment.

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Suggest an Edit → | Last Verified: 2026-07-01 | First Added: 2026-07-01
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