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IncomePlus Fund

Tax-efficient passive income and appreciation.

Target Net Annualized Return
9%–11%
Investment Objective
Income + Growth
Asset Type
Multifamily
Risk-Return Profile
Core Plus / Value-Add
Target Fund Size
$400M
Minimum Investment
$100K

Fund Benefits

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.

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Income

The Fund generates a stable stream of monthly distributions.

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Appreciation

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

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Tax-Efficiency

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).

Yield Comparison

Origin IncomePlus Fund
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Investment-Grade Bonds
%
U.S. Ten-Year Treasuries
%

Projected Growth of a $250k Investment in the IncomePlus Fund

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.

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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Of 2021 distributions were sheltered from taxes as a tax-based return of capital.

Fund Performance

$11.16

NAV Per Unit

5.60%

Annualized Distribution Rate

22.20%

Trailing 12 Month Total Return

Monthly Total Return (Net of Fees)

JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
20220.80%1.00%1.40%---------3.30%
20210.90%0.70%1.00%0.70%1.80%3.10%3.30%2.20%1.80%1.60%0.80%2.10%21.20%
20200.50%0.50%-6.90%0.50%0.50%0.50%1.50%0.60%1.10%0.50%1.90%0.50%1.40%
2019---0.50%0.50%0.50%0.50%0.50%0.50%0.50%0.50%0.50%4.50%

Unit Price

JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC
2022$11.00$11.06$11.16---------
2021$9.57$9.59$9.63$9.65$9.77$10.02$10.30$10.48$10.62$10.74$10.78$10.96
2020$10.00$10.00$9.26$9.26$9.26$9.26$9.35$9.36$9.41$9.41$9.54$9.54
2019---$10.00$10.00$10.00$10.00$10.00$10.00$10.00$10.00$10.00

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.

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Fund Properties

Equity

Linden House

Jacksonville, FL

Pref Equity

Lively at Victor Park

Greenville, SC

Equity

Charlotte Ave

Nashville, TN

Pref Equity

Ashley Oaks

San Antonio, TX

Equity

Morris at Belmont

Charlotte, NC

Pref Equity

Lively Farmhouse

Greenville, SC

Pref Equity

Haven at Mansfield

Dallas, TX

Pref Equity

Lively Drayton Mills

Greenville, SC

Equity

Monroe Aberdeen

Chicago, IL

Equity

Madison at Westinghouse

Georgetown, TX

Pref Equity

Goodwin Apartments

Austin, TX

Pref Equity

Niche Hyde Park

Tampa , FL

Pref Equity

Kingston Pointe Apartments

Des Plaines, IL

Equity

District at Memorial

Houston, TX

Pref Equity

Novi at Concord

Charlotte, NC

Pref Equity

Haven at Cool Springs

Nashville, TN

Pref Equity

The Southerly

St. Augustine, FL

Pref Equity

The Northern

Nashville, TN

Equity

Horizon at Sereno

Tampa, FL

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.