To be an accredited investor, you must meet one of the following criteria:
Offering Qualification Requirement IncomePlus Fund Accredited Investor QOZ Fund III Accredited Investor Strategic Credit Fund Qualified Purchaser Origin Exchange Accredited Investor Individual Deals Accredited …
The Fund is targeting a net annual return between 9% and 11%, inclusive of 5-7% in annual distributions, paid monthly.
Our co-CEO’s expect to invest $10 million in the Fund.
The Fund has no target equity limit but only add properties that meet the Fund’s risk and return objectives. Origin intends to hold between …
$100,000
The Fund was created to deliver both current income and appreciation in a tax-efficient manner. The Fund’s strategy is “build, buy, fix, and hold,” …
An evergreen structure means the Fund has no expiration date.
The Fund is structured as a limited liability company (LLC) with a real estate investment trust (REIT) subsidiary. You will make your investment in …
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.