If the IncomePlus Fund chooses to acquire the DST, the redemption program is the same as the IncomePlus Fund’s.
If the IncomePlus Fund does not execute its fair market value option to acquire the DST, the expectation is that the asset will continue …
The operating partnership units will be substantially equivalent to IncomePlus Fund units.
There is no fee payable in connection with the IncomePlus Fund’s exercise of the fair market value option.
No. However, if the IncomePlus Fund elects not to acquire the DST interest, you can opt to do a subsequent 1031 exchange.
No. The investor is required to remain in the DST until the asset is either acquired or sold by the IncomePlus Fund.
DST investors will receive a “substitute 1099” from the DST trustee, which will provide the investor with taxable income details. If the DST interests …
Cash flow during the DST period is a function of many variables, including cap rate, financing costs and property-level expenses. While cash flow can …
Origin Exchange’s Delaware Statutory Trust (DST) real estate assets are consistent with Origin’s stringent investment criteria: multifamily properties in the path of growth, geographically …
The entity that is selling the asset to be exchanged in a 1031 exchange transaction must be the entity that acquires the DST interest. …
Investors in Origin Exchange must be accredited investors.
The minimum investment is $250,000. There is no cap on how much you can invest.
Origin only charges an acquisitions fee of 1.5% to 2.5%. There are no ongoing management fees. However, Origin is entitled to be reimbursed for …
You will receive a K-1 form. Although our goal is to finalize our K-1s by April 15 of each year, the Fund may be …
Depending on the offering, the minimum investment ranges from $50,000 to $100,000.
A private placement memorandum (PPM) serves as a comprehensive document outlining material details about the offering. A PPM is a securities disclosure document used …
Investments in Origin Funds are generally illiquid, and investors should anticipate holding their investment for the period specified in each Fund’s respective private placement …
Generally, investors residing outside the United States are not eligible to invest in Origin’s Funds. Our website and offerings are directed exclusively to people …
There are a few avenues to stay up to date on the performance: the Origin portal, quarterly investor reports and webinars.
Depending on the specific offering, you might either be required to send capital immediately after signing the subscription documents or to wait until your …
Prospective investors interested in subscribing to a Fund can do so using our investor portal. Once subscription documents have been reviewed by our internal team, …
A qualified purchaser is an individual or a family-owned business that owns $5 million or more in investments, not including a primary residence or …
Verified investors do not need to re-submit accreditation for a period of five years after initial submission.
Verifying your accreditation status through one of the approved methods above is required to invest in an Origin Fund.