Origin Investments
Origin Investments provides best-in-class, tax-efficient private real estate funds to build and preserve your wealth. They build, buy, and lend to multifamily real estate projects in fast-growing markets throughout the US.
Invest with Origin Investments via Rocket Dollar
Origin Investment Educational Webinar:
Instructions:
For those that may be ready to complete their investment through a tax-advantaged Self-Directed Rocket Dollar IRA account or Solo 401(k), follow the instructions below.
Creating Your Account:
If you already have a Rocket Dollar account, you can use your IRA or Solo 401(k) account to start investing on Origin Investment's site. If not, establishing a new Rocket Dollar retirement account is easy. Simply sign up online in under 10 minutes and we'll get your account set up.
Funding Instructions:
There are three ways to fund your Rocket Dollar account.
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Transfer in an existing IRA that you may have with another provider
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Roll over a 401(k) from a previous employer
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Make an Income Contribution to your account
Funding a Rocket Dollar account is simple, as our team has created a patent-pending account transfer module, that allows customers to easily fund their Rocket Dollar account.
Once you are set with your Rocket Dollar account, you'll be able to provide the investor details through your Origin Investment Profile.
Support:
Origin Investments: investorrelations@origininvestments.com
Rocket Dollar: info@rocketdollar.com
Origin Investments FAQs
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Do I need to be an accredited investor?
Yes, in order to invest with Origin Investments you must be able to verify your accreditation status.
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What is the minimum investment?
In order to participate in investment deals, the minimum amount to get started is $50,000
Benefits & Pricing
Transparent pricing on a subscription basis.
Silver
The essentials you need to start investing
$360 one-time setup fee
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No minimum opening deposit
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BYOD (Bring Your Own Deal)
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Online document storage
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Investment dashboard to track investments
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Email support
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No cost cash transfers from current custodian
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Fair Market Value reporting on Form 5498
Gold
All the essentials plus premium service
$600 one-time setup fee
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All Silver features
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Expedited service and transfers
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Four free wire transfers per year
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Option for IRA LLC
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Priority support
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Roth IRA conversion assistance & tax filing for 1099-R
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Tax filing for Solo 401(k) Form 5500