The IncomePlus Fund: How Our All-Weather Fund Is Positioned to Brighten Your Portfolio

Origin’s flagship IncomePlus Fund has generated 66 consecutive months of distributions since inception and increased its distributions by 15% over the past three years. 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 increased by 4.5% and generated a 6% yield. While our competitors were down, we continued to grow.

This growth can be attributed to the IncomePlus Fund’s flexible structure which incorporates all three of Origin’s strategies: buy, build and lend. New investors should be particularly excited about the Fund’s future prospects as it pivots away from a defensive position, heavily weighted with preferred equity, towards a period of stronger growth through equity investments. And this is Origin’s most efficient vehicle, with 90%+ of all distributions being shielded by depreciation.

Join Origin Co-CEOs Michael Episcope and David Scherer on Thursday, Nov. 21 at 2 p.m. CT for an overview of the IncomePlus Fund. They will discuss the Fund’s history, its current performance and what lies ahead over the next year. The webinar will conclude with live Q&A, please submit questions when registering.