Origin’s flagship IncomePlus Fund has generated 67 consecutive months of distributions since inception and increased its dividend payout by 15% over the past three years. It achieved this despite market volatility over the past two years. In fact, in 2023, historically one of the most difficult years for real estate, the IncomePlus Fund’s total returns increased by 4.5% and generated a 6% yield. While many of our competitors were down, we continued to grow.
This growth can be attributed to the IncomePlus Fund’s flexible structure, which incorporates Origin’s three key strategies: buy, build and lend. New investors should be particularly excited about the Fund’s prospects as it pivots away from a defensive position, heavily weighted with preferred equity, towards equity investments. And this is Origin’s most efficient vehicle, with more than 90% of all distributions being non-taxable return of capital1.
On this webinar, Origin Co-CEOs Michael Episcope and David Scherer provide an overview of the IncomePlus Fund. They discuss the Fund’s history, current performance and what lies ahead over the next year. The webinar concludes with live Q&A.
1) This data is historical and not indicative of future tax liabilities. Taxation of distributions will vary from year to year depending on the Fund’s prevailing portfolio allocation throughout the year. Actual tax efficiencies will depend on an investor’s tax situation and may differ from those presented. The return of capital will lower an investor’s basis in the Fund. When an investor sells their interest in the Fund, any gains will consider the selling price relative to the cost basis. Accordingly, the return of capital is a deferral of some of the investor’s tax liability.
