The Select Asset Fund: An Opportunistic Multifamily Strategy Built for Growth – Origin Investments – 3.6.26

Summary:

Join Origin Investments Head of Private Wealth Michael O’Shea, CFA and Managing Director of Acquisitions David Welk as they introduce the Select Asset Fund–a new multifamily development strategy designed for growth-oriented investors.

The Select Asset Fund targets Class A multifamily developments across fast-growing Sun Belt and Mountain markets, offering investors access to an opportunistic strategy focused on both growth and income potential.

During this webinar, you’ll learn:

• Why Origin believes the 2025-26 development vintage offers a compelling opportunity
• The fund’s development-focused strategy and market outlook
• An overview of fund terms and the co-investment option
• Deal opportunities we’re pursuing

This closed-end fund has $100 million cap, so capacity is limited. We encourage investors interested in participating to evaluate the fund while commitments remain available.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

As director and head of private wealth solutions, Michael leads the firm’s capital raising initiatives, oversees the sales strategy, and develops strategic partnerships with Registered Investment Advisors (RIAs) to expand Origin’s investment platform.

Previously, Michael served as the head of Origin Exchange, the firm’s 1031 Exchange Platform. Since entering the alternative investment industry in 2007, he has served in various capacities with real estate sponsors and has assisted in the syndication of more than $10 billion of commercial real estate, including over $500 million of 1031 tax deferred exchanges.

Michael earned an MBA, summa cum laude, with a dual concentration in Finance and Real Estate Investment from DePaul University and received his bachelor’s degree from Purdue University. He is also a CFA^® charterholder.

As managing director of acquisitions, Dave Welk oversees the equity investment platform, sits on the investment committee and collaborates with the committee to shape Origin Investments’ overall equity investment strategy.

Since joining Origin in 2011, Dave has completed more than $1.3 billion of direct and joint-venture investments comprising physical and operational repositioning strategies and ground-up development of multifamily and office assets throughout Chicago and the Southeastern U.S.

Prior to Origin, he spent six years at Deutsche Bank’s RREEF, acquiring over $500 million of multifamily, office, industrial and retail assets throughout the U.S. on behalf of the firm’s pension fund clients. He was a member of the portfolio management group that oversaw investment management and strategic direction for two account pension fund clients with a combined asset value of more than $2 billion. Dave holds a bachelor of business administration in finance from the University of Iowa and a master of science in real estate from DePaul University’s Kellstadt Graduate School of Business. He has more than 21 years of commercial real estate investment and development experience.