Michael O'Shea- Origin Investments
An episode of the Masters In Real Estate podcast, hosted by Tanner Webster, titled "Michael O'Shea- Origin Investments" was published on June 27, 2024 and runs 44 minutes.
June 27, 2024 ·44m · Masters In Real Estate
Summary
Summary Origin Exchange is a platform that allows investors to participate in 1031 exchanges through Delaware Statutory Trusts (DSTs). The DSTs are a way to invest in real estate without the transactional and fee-laden nature of traditional DSTs. The equity raise for a DST typically takes three to six months, and investors stay in the DST for about two years. After two years, there is an option to acquire the DST property through the Income Plus Fund. Origin Exchange uses a data-driven appro...
Episode Description
Summary
Origin Exchange is a platform that allows investors to participate in 1031 exchanges through Delaware Statutory Trusts (DSTs). The DSTs are a way to invest in real estate without the transactional and fee-laden nature of traditional DSTs. The equity raise for a DST typically takes three to six months, and investors stay in the DST for about two years. After two years, there is an option to acquire the DST property through the Income Plus Fund. Origin Exchange uses a data-driven approach to identify markets with potential rent growth and focuses on multifamily properties in the Sunbelt region. The platform also offers an exit strategy where investors can be up-readed into the Income Plus Fund, providing a diversified portfolio and eliminating idiosyncratic risk. Origin is a real estate investment firm that offers a unique investment strategy called the Income Plus Fund. This fund allows investors to exchange their real estate holdings into a diversified portfolio of institutional-quality assets without incurring high fees. The fund provides liquidity through a redemption schedule, allowing investors to access their capital if needed. Origin focuses on multifamily properties, which they believe is a resilient asset class with long-term growth potential. They carefully select deals based on factors such as location, job growth, population growth, and market demand. Origin has a transparent and honest approach, and their founders have personally invested over $80 million in their deals.
Chapters
00:00 Introduction to Origin Exchange
02:11 Understanding Delaware Statutory Trusts (DSTs)
06:36 The Problem with Traditional DSTs
09:10 The Benefits of Origin Exchange for Investors
15:10 Data-Driven Approach to Identifying Markets
21:42 Exit Strategy: Up-Reading into the Income Plus Fund
23:45 Real Estate Ownership and Taxes
28:34 Transparency and Valuation
30:29 Focus on Multifamily Properties
32:16 Target Rate of Return
35:39 Transparency and Investor Care
37:31 Content Marketing and Growth
39:22 Paradigm Shift in Apartment Living
41:11 Factors in Deal Selection
43:26 Market Outlook and Interest Rates
46:37 Opportunistic Investment Strategy
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