An accreditation letter is a document that certifies your status as an accredited investor. The letter is typically signed by an attorney, CPA, or …
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 …
There is nothing to reinvest the distributions into during this phase. However, you can easily set up the monthly distributions to be paid directly …
The IncomePlus provides investors with one federal K1, rather than a K1 for every state we invest in. While in the DST, tax documents …
We will pay distributions monthly so whenever you close, you’ll get the prorated remainder of that month paid the next month Close September 5 …
Our goal is to have a 1031 opportunity every quarter.
The two-year period starts after the last investor is in the DST.
Yes. You can contact your QI who can put your properties into a single DST and solve challenge of owning/managing.
There will be no setup fee when an Origin Exchange investor rolls into the IncomePlus Fund.
The term boot refers to non-like-kind property received in an exchange. This does not disqualify the exchange; however, it can introduce a taxable gain …
We are not; however, we can send you some recommended contacts if needed.