Investing in a Real Estate Fund with Michael Episcope
Investing funds for real estate are on the rise. With more and more operators launching funds, we wanted to learn more about the advantages and disadvantages to this approach. We spoke to Michael Episcope who is the CEO of Origin Investments. They have transacted on over 5,000 units and $2 billion in assets. Michael co-chairs the Investment Committee and oversees investor relations, marketing, and company operations.
Micahel has over 25 years of experience and contributes to Forbes, Entrepreneur, and Huff Post. He shares how Origin has structured its funds, why he prefers this approach when working with investors.
Download: Sample Deal Package and Tips on Investing
[00:01 – 05:04] Opening Segment
Michael shares more about his business and his journey.
Various types of funds and their benefits in Michael’s business
Market goals, being able to pick and choose the best investment.
[05:04 – 12:18] The Strategy on the Different Funds
Who is our customer?
Michael’s suite of products for the different customers.
What is Preferred Equity?
How is ground-up development beneficial?
Buy and compete or build?
Why are the building costs and existing properties more valuable?
[12:18 – 23:21] The Process of Creating Funds
The main differentiators in a fund.
A better way of investing.
Why you should measure the cash track
How investors with Capital Gains can defer the taxes.
Funds vs Syndication
The downside of investing in a fund
[23:21 – 28:55] The Bullseye Round
Apparent Failure: Investing mistakes
Digital Resource: Birdeye
Most Recommended Book: Swim with the Sharks without Being Eaten Alive
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“Funds are a better way of investing for the investor.” - Michael Episcope.
“We have to be very disciplined for any deal that goes into the fund because that can take the entire performance, so there is an alignment of interest” - Michael Episcope
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