What is the Origin Incentive Referral Program and how does it work?
With the Origin Incentive Referral program, if you invest in the Origin IncomePlus Fund or QOZ Fund and refer another investor, we will consider your investment amounts in aggregate so that you’re potentially able to reduce a one-time upfront administrative fee such that both you and the person you refer benefit.
The administrative fee-break thresholds are:
| Aggregate Commitment | Fee |
|---|---|
| $100,000 – $249,999 | 2.0% |
| $250,000 – $999,999 | 1.0% |
| $1,000,000 – $4,999,999 | 0.5% |
| $5,000,000 or more | 0.0% |
For example, if you invest $200,000 in the Fund, your investment would be subject to the 2% administrative fee rate. However, if you refer an investor who invests $100,000, your aggregate investment amount would be treated as a $300,00 investment, and you would both receive the 1.0% fee.
The investments don’t have to be made at the same time period, either. We will credit your administrative fee back at any time in the future when you refer someone.