Our Private Real Estate Funds Provide:
The distribution yield for the IncomePlus Fund now stands at 5.6%. That’s 96% more than the Ten-Year U.S. Treasury yield and 44% more than investment-grade bonds.*
We strive for upside for our investors through build-to-core development margins, long-term rent growth and periodic value-add improvements.
Receive the most efficient after-tax risk-adjusted returns due to depreciation, refinancing and deferring capital gains.
*As of April 14, 2022, the distribution yield of the U.S. 10-Year Treasury Note was 2.85% and the distribution yield of Moody’s Seasoned AAA Corporate Bonds was 3.88%, according to YCharts.
Why Multifamily Real Estate:
Over the past 42 years, multifamily generated the highest average returns and generated the highest return per unit of risk, as compared to other real estate asset classes.
The total population of renters in the U.S., now over 100 million people, represents an all-time high and is expected to continue growing almost every year.
Multifamily properties have a low return correlation to equities (0.17) and bonds (-0.18).
Multifamily leases can reset at six, nine, or 12 months and when these leases reset, we have an opportunity to reprice rents as prices increase.
Average Returns by Real Estate Property Type*
Open Investment Opportunities:
Tax-efficient passive income and appreciation.
|Target Net Return1||9%–11%|
|Objective||Income + Growth|
|Hold Period||5+ Years|
Multifamily Credit Fund
High yield debt investments for qualified purchasers.
|Current Net Yield2||7.90%|
|Hold Period||7 Years|
QOZ Fund II
Tax-advantaged, build-to-core development projects with high growth potential.
|Target Net IRR||10%–12%|
|Hold Period||10+ Years|
1) Target net annualized return. 2) Multifamily Credit Fund current net yield as of Oct. 26, 2022.
Sample Properties in Our Open Funds
Lively at Victor Park
Maple Street Lofts
District at Memorial
Madison at Westinghouse
Haven at Mansfield
Lively Drayton Mill
Morris at Belmont
Niche Hyde Park
Haven at Washington
Novi at Concord
Invest with Origin, a proven real estate fund manager.
Top Decile Fund Manager
Average Gross IRR Across 33 Common Equity Realized Deals Since 2014
Personal Capital Invested by Principals
Assets Under Management