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IncomePlus Fund

Tax-efficient passive income and appreciation.

Target Net IRR

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

The distribution yield for the IncomePlus Fund now stands at 5.6%. That's 47.4% more than the Ten-Year U.S. Treasury yield and 15.2% more than investment-grade bonds.

Yield Comparison

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

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

IncomePlus Fund - Projected Growth of a $250K Investment

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.

Portfolio Summary and Diversification Chart

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. 

Fund Performance

$11.34

NAV Per Unit

5.60%

Annualized Distribution Rate

12.6%

Trailing 12 Month Total Return

Monthly Total Return (Net of Fees)

 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
20220.80%1.00%1.40%1.00%0.60%0.80%0.70%0.70%0.50%---7.80%
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

 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
2022$11.00$11.06$11.16$11.22$11.24$11.28$11.31$11.34$11.34---
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

Madison at Westinghouse

Georgetown, TX

Equity

District at Memorial

Houston, TX

Equity

Monroe Aberdeen

Chicago, IL

Pref Equity

Lively at Victor Park

Greenville, SC

Pref Equity

Ashley Oaks

San Antonio, TX

Pref Equity

Lively Farmhouse

Greenville, SC

Pref Equity

Haven at Mansfield

Dallas, TX

Pref Equity

Lively Drayton Mill

Greenville, SC

Pref Equity

Maple Street Lofts

Chicago, IL

Pref Equity

Star Metals

Atlanta, GA

Pref Equity

Aspire

Westminster, CO

Equity

Charlotte Ave

Nashville, TN

Equity

Linden House

Jacksonville, FL

Pref Equity

Goodwin Apartments

Austin, TX

Pref Equity

Niche Hyde Park

Tampa , FL

Equity

Morris at Belmont

Charlotte, NC

Pref Equity

The Southerly

St. Augustine, FL

Pref Equity

Novi at Concord

Charlotte, NC

Pref Equity

Kingston Pointe Apartments

Des Plaines, IL

Pref Equity

The Northern

Nashville, TN

Equity

Horizon at Sereno

Tampa, FL

Pref Equity

Novo Antioch

Nashville, TN

Equity

Baymeadows

Jacksonville, FL

Pref Equity

20 S. Bear Creek

Asheville, NC

Pref Equity

PDG Central Park

Denver, CO

Pref Equity

White Oak

Houston, TX

Pref Equity

Southerly at Terrell

Dallas, TX

Pref Equity

The Bend

Houston, TX

Pref Equity

Epoch West Melbourne

West Melbourne, 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.

Download Overview

Download the deck to get more detail about our:

Fund Strategy

Fund Deals

Fund Terms