Tax-efficient passive income and appreciation.
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.
The Fund generates a stable stream of monthly distributions.
The Fund presents long-term capital appreciation potential which can be compounded further by participating in the Fund’s distribution reinvestment program.
Distributions are shielded by depreciation and other deductions, plus all capital appreciation is deferred throughout your time invested.
Generate More Income
Assumptions: Monthly distributions equivalent to 6% (annualized) on prior month’s NAV. All distributions are reinvested at the prior month’s NAV. Monthly capital appreciation equivalent to 5% (annualized).
Projected Growth of a $250k Investment in the IncomePlus Fund
Grow Your Capital
The Fund’s multifamily properties provide enhanced upside potential by capturing development margin on build-to-core investments and periodic value-add capital improvements. The Fund also offers an optional DRIP for investors looking to maximize long-term growth.
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.
Of 2021 distributions were sheltered from taxes as a tax-based return of capital.
NAV Per Unit
Annualized Distribution Rate
Trailing 12 Month Total Return
Monthly Total Return (Net of Fees)
Where We Invest
We target cities and submarkets across the southwest and southeast U.S. that we expect to experience outsized rent growth and demand.
Lively at Victor Park
San Antonio, TX
Morris at Belmont
Haven at Mansfield
Lively Drayton Mills
Madison at Westinghouse
Niche Hyde Park
Tampa , FL
Kingston Pointe Apartments
Des Plaines, IL
District at Memorial
Novi at Concord
Haven at Cool Springs
St. Augustine, FL
Horizon at Sereno
Watch Our Latest Investor Webinar
Receive a behind-the-scenes look at what it’s like to invest in the IncomePlus Fund. Origin Co-CEOs, David Scherer and Michael Episcope, share Fund news, provide property-level insights and give an update on deal pipelines on this webinar.