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1031 Exchange Into an Institutional-Quality DST Without High Fees

How It Works

Trade the hassles of property management for institutional-quality multifamily real estate managed by professionals.

Sell Your Appreciated Investment Property

Follow section 1031 rules ensuring that your property qualifies as like-kind and is held for business use.

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1031 Exchange Into a Origin DST Property

Defer your taxes and transition into passive ownership with income and growth potential.

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Potential 721 Exchange After 2+ Years*

Continue tax deferral and UPREIT into to a diversified investment designed to deliver income and appreciation.

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*There is no guarantee that the IncomePlus Fund will exercise its fair market value option.

Key Features

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Defer Your Taxes

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Earn passive income

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Institutional-quality DST

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Low Fees

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Multifamily Focus

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721 UPREIT Potential

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Diversification Potential

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Simplified Estate Planning

*This data’s source is the National Council of Real Estate Investment Fiduciaries (NCREIF) Property Index and represents the average annualized return over each five-year period from 1/1/1990 to 12/31/2024. Returns are unlevered.

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Without High Fees

No acquisition fee.

No sales commissions.

No disposition fee.

Syndicated DSTs offered through broker-dealers often carry layered upfront costs that can total 10–14%, including selling commissions, dealer manager fees, and other transaction-related expenses. Our fee structure is intentionally streamlined. The DST pays an upfront fee to cover organizational and offering expenses, along with an annual asset management fee during the operational phase.

We do not charge acquisition fees or disposition fees, and we do not pay brokerage sales commissions. As a result, a greater portion of invested capital is allocated toward the acquisition of real estate.

One-Time O&O Fee

1.00%

Selling Commissions

None

Managing Broker Dealer Fee

None

Dealer Manager Fee

None

Finance Coordination Fee

None

Asset Management Fee

1.25%

Disposition Fee

None

The information presented is a description of future Origin Exchange DST offerings and are subject to change without notice, may not come to pass and do not purport to be complete.

Origin IncomePlus Fund

Introducing a potential path to diversification and indefinite tax deferral.

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. DST interests may be acquired by the Origin IncomePlus Fund, for units in its subsidiary operating partnership (OP), in a tax-deferred exchange under Section 721.1 If the executes this option, DST investors would benefit from continued tax deferral and exposure to a diversified portfolio instead of a single asset.

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Class A Multifamily Investments2

$608M+

Net Asset Value2

7.3%

Trailing 1-Year Return as of 3/31/2026

76

Consecutive Months of Distributions2

1) There is no guarantee that the IncomePlus Fund will exercise its fair market value option. 2) As of 5/31/2026.

1031 Exchange Experience*

Our experienced team has helped accredited investors like you defer millions and transition into passive ownership through our 1031 exchange program.

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FULLY SUBSCRIBED

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FULLY SUBSCRIBED

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FULLY SUBSCRIBED

*Represents total value of DST deals in the Origin Exchange program as of 5/31/2026.

1031 Exchange Investors

The Roadmap to Navigating 1031 Exchanges

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How much could you save through a 1031 exchange?

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Mastering 1031 Exchanges

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What is a DST

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Frequently Asked Questions

What are the fees for Origin Exchange? 

Origin Exchange’s fee structure is intentionally streamlined. The DST fee structure includes an upfront fee to cover organizational and offering expenses, along with an annual asset management fee during the operational phase. We do not charge acquisition fees or disposition fees, and we do not pay brokerage sales commissions. As a result, a greater portion of invested capital is allocated toward the acquisition of real estate.

Can I invest in the DST through a business entity (i.e., a trust, limited liability corporation, partnership or corporation)?

The entity that is selling the asset to be exchanged in a 1031 exchange transaction must be the entity that acquires the DST interest. For instance, if a business partnership owns the investment, the partnership must make the DST investment. 

How much yield can I expect during the DST hold period?

Cash flow during the DST period is a function of many variables, including cap rate, financing costs and property-level expenses. While cash flow can vary depending on market and property attributes, we anticipate the DST will generate an average of 4.25% to 5% cash flow during the holding period.

What tax forms will I receive, and when can I expect them?

DST investors will receive a “substitute 1099” from the DST trustee, which will provide the investor with taxable income details. If the DST interests are exchanged for units in the operating partnership, the investor will receive a K-1, which reports the investor’s income share and provides comprehensive information about the investor’s deductions and other tax-related items about the partnership.

What happens to my DST interests if the IncomePlus Fund does not execute its fair market value option?

If the IncomePlus Fund does not execute its fair market value option to acquire the DST, the expectation is that the asset will continue to be held by DST investors until it is sold. At that time, the investor could elect to complete another 1031 exchange or take cash and pay taxes on the investment.