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The Origin IncomePlus Fund is a diversified private real estate fund designed to deliver stable, passive income and appreciation, plus minimize the impact of taxes for accredited investors. The Fund’s strategy is to build, buy and lend to multifamily properties in high-growth markets.

9%–11%

Target Net Annualized Return

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Fund Benefits

Income

The Fund generates a stable stream of monthly distributions.

Appreciation

The Fund presents long-term capital appreciation potential which can be compounded further by participating in the Fund’s distribution reinvestment program.

Tax-Efficiency

Distributions are shielded by depreciation and other deductions, plus all capital appreciation is deferred throughout your time invested.

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IncomePlus Fund Portfolio Summary and Diversification Chart V2

Performance in
All Market Cycles

The IncomePlus Fund was created to deliver high risk-adjusted returns in every market cycle. The portfolio's flexibility is key to providing capital protection, yield and price stability.

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Why Multifamily Real Estate:

Higher Returns

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.

Strong Demand

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.

Diversification

Multifamily properties have a low return correlation to equities (0.17) and bonds (-0.18).

Inflation Hedge

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*

Multifamily

Industrial

Retail

Office

*More Info

This data was pulled using historical returns over the last 42 years from the NCREIF Fund Index – Open End Diversified Core Equity, which is a capitalization-weighted, gross of fee, time-weighted return index that typically reflects lower risk real estate investment strategies utilizing low leverage and generally represented by equity ownership positions in stable U.S. operating properties across regions and property types.

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Projected Growth of a $100,000 Investment in the IncomePlus Fund

Grow Your Capital

The Fund offers an optional distribution reinvestment program for investors looking to maximize long-term growth. An investment of $100,000 is expected to grow to $166,000 after 5 years and $274,000 after 10 years when you enroll in the distribution reinvestment program.

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Tax-Efficiency

High-quality, irreplaceable real estate should never be sold, which is why the Fund has a perpetual structure that is optimized to provide maximum tax efficiency.

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