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Inbox Urgent Legal Staff Family Sent Attachments Sydnee.ai Spaces Unsure Later Trash
Jack DeZellar Oct 7 9:37 AM
Interest Rates & Real Estate
Origin Investments notifying of 6-8% NAV markdown on IncomePlus Fund due to rising interest rates.
vendor high
Juniper Square Oct 2 12:59 AM
Password reset for your Juniper Square account
⚠ PHISHING: phishing subject pattern: 'Password reset' from external sender archive.junipersquare.com
phishing urgent
Isabela Schmidt Sep 15 10:05 AM
RE: Sydnee Properties LLC - December 31, 2026 valuation and liquidity questions
Alternative lending program update for Sydnee Properties portfolio management.
vendor
Origin Investments Investor Relations via Docusign Aug 24 3:04 PM
Completed: Complete with DocuSign: Origin Assignment of Interest
Origin Investments Investor Relations via Docusign: Completed: Complete with DocuSign: Origin Assignment of In
vendor
Investor Services Aug 24 2:25 PM
Origin Opportunity Zone Fund, LLC - Q2 2026 Update
Q2 2026 update on Origin Opportunity Zone Fund investment position.
financial
Isabela Schmidt Aug 24 2:07 PM
RE: Sydnee Properties LLC - December 31, 2026 valuation and liquidity questions
Origin Investments responds on QOZ Fund tax liquidity, reporting, and valuation documentation.
vendor high
[email protected] Aug 24 1:15 PM
Changes to your E*TRADE from Morgan Stanley email address
Email address change alert on E*TRADE account; verify legitimacy immediately.
phishing urgent
[email protected] Aug 24 1:07 PM
Changes to your E*TRADE from Morgan Stanley email address
Unauthorized E*TRADE account email change — potential credential theft attempt.
phishing urgent
Daniel Brooks Aug 24 9:30 AM
RE: Origin Assignment of Interest Request
Origin Investments cannot backdate assignment due to tax reporting constraints.
vendor
Erin Guarnieri Aug 24 9:11 AM
Automatic reply: Sydnee Properties LLC - December 31, 2026 valuation and liquidity questions
Out-of-office auto-reply from Origin Investments contact re: Sydnee Properties valuation.
vendor
Origin Investments Investor Relations via Docusign Aug 22 5:05 AM
Reminder: Complete with DocuSign: Origin Assignment of Interest
Origin Investments Investor Relations via Docusign: Reminder: Complete with DocuSign: Origin Assignment of Int
vendor
Origin Investments Investor Relations via Docusign Aug 21 10:29 AM
Complete with DocuSign: Origin Assignment of Interest
Origin Investments Investor Relations via Docusign: Complete with DocuSign: Origin Assignment of Interest
vendor
Daniel Brooks Aug 20 1:55 PM
Origin Assignment of Interest Request
Origin Investments requests confirmation on transferring QOZ investment position to Kanex.
financial high
Juniper Square Aug 19 10:13 PM
Confirm your new email address
Suspicious email confirmation request with encoded URL; verify directly with Juniper Square.
phishing urgent

Interest Rates & Real Estate

Jack DeZellar <[email protected]>
To: kelvin <[email protected]>
Cc: michael episcope <[email protected]>, david scherer <[email protected]>
Wednesday Oct 7, 2026 · 9:37 AM PT · in [email protected]
AI verdict  vendor high · confidence: high · by haiku+intranet-legal
“Origin Investments notifying of 6-8% NAV markdown on IncomePlus Fund due to rising interest rates.”
Reasoning: Jack DeZellar from Origin Investments (a known business counterparty managing Kelvin's funds) is providing material financial/investment update about portfolio valuation changes requiring attention within 24h, though not immediately blocking.