Look for returns that speak for themselves.
Trailing 1-Y
Trailing 3-Y
Trailing 5-Y
Origin IncomePlus Fund
7.0%
5.6%
9.5%
Peer Set Average
3.2%
0.0%
5.6%
Blackstone Real Estate Income Trust
8.2%
3.5%
9.0%
Hines Global Income Trust
6.9%
2.8%
5.6%
Nuveen Global Cities REIT
2.9%
1.4%
7.2%
Starwood Real Estate Income Trust
-2.6%
-3.5%
3.6%
Brookfield Real Estate Income Trust
1.3%
-2.0%
5.4%
JLL Income Property Trust
4.0%
-2.7%
4.1%
KKR Real Estate Select Trust
1.2%
-2.6%
4.7%
FTSE Nareit U.S. Real Estate Index – All REITs
3.3%
3.3%
5.0%
As of 01/31/2026. Returns are for the INV share class. Actual individual investor performance may differ based on share class. Total Origin IncomePlus Fund returns reflected are net of fund fees and assume monthly reinvestment of distributions. Non-traded REITS reflect eight of the industry’s largest non-traded REITs that provide publicly available performance reporting. Origin has not separately verified accuracy of the performance data with each third-party issuer. Returns are not guaranteed. Past performance is no guarantee of future results. All investments involve a degree of risk, including the risk of loss.
Income. Appreciation.
Tax Efficiency.
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.
Income
The Fund generates a stable stream of monthly distributions generated by contractual rent payments and preferred equity investments.
Appreciation
The Fund offers long-term growth potential which can be compounded further by participating in the Fund’s distribution reinvestment program.
Tax Efficiency
Tax-smart strategies like depreciation help shield distributions, while capital appreciation is deferred during your investment.
Designed to deliver.
The all-weather fund.
The IncomePlus Fund has delivered income and growth through volatile market cycles. We aim to generate returns and control downside risk through careful underwriting, diversification and active management.
Growth of a $250K IncomePlus Fund Investment Since Inception*
*The investment period is from 3/31/2019 to 12/31/25. Returns are inclusive of appreciation and reinvestment of distributions and are net of fees. An investment in the Fund has the potential for partial or complete loss of funds invested. Returns are not guaranteed. Past performance is no guarantee of future results. All investments involve a degree of risk, including the risk of loss.
Diversified Investments.
Strategically Managed.
We tactically manage the Fund’s allocation across multifamily investments with varying risk/return profiles to provide stability without sacrificing returns.
Core-Plus Multifamily
Stabilized multifamily assets that generate cash flow and offer growth potential.
Debt Investments
Preferred equity and mezzanine debt investments in multifamily assets designed to generate income.
Build-to-Core Multifamily
Development of new multifamily assets with enhanced upside potential that transition into stabilized, cash-flowing properties upon completion.
RISE at Nocatee
EastWood Townhomes
Solace at the Ranch
The Dahlia
The Standard on the River
Southerly at Terrell
White Oak
Rye Central Park
Generate More After-Tax Income1
To match the after-tax yield of the IncomePlus Fund, a fully taxable investment would need to generate a pre-tax return of 10.32%.
Exclusive multifamily focus.
For good reason.
Historically, multifamily real estate has delivered strong returns with less volatility than other property types.
Risk-Adjusted Returns by Property Type
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.
Tax-efficient.
Private REIT structure.
The IncomePlus Fund has a private REIT structure which provides tax benefits.
Return of Capital
A portion of monthly distributions is expected to be characterized as a return of capital, which is generally not subject to current taxation3.
REIT Pass-Through
Investors may benefit from an additional reduction in federal income tax liability on ordinary income distributions of up to 20% through the REIT passthrough deduction introduced by the Tax Cuts and Jobs Act of 2017.
Deferred Capital Appreciation
Investors benefit from an indefinite deferral of capital appreciation for as long the investment is held.
100%
of 2025 Distributions Were Non-Taxable Return of Capital2
We are an experienced multifamily real estate fund manager.
Transactions Executed4
Assets Under Management5
Personal Capital Invested By Principals6
FEATURED ON
Get Your Investor Kit
Access due diligence documents and key resources to help evaluate whether this fund is the right fit for your portfolio. Here’s what’s included:
Comprehensive Fund Overview
PPM, Operating Agreement, and Terms
Investor Guide to Passive Income
- IncomePlus Fund tax-equivalent yield as of 01/31/26. The distribution yield of the U.S. 10-Year Treasury Note was 4.26% and Moody’s Seasoned AAA Corporate Bonds was 5.38%, as of 01/31/26 (YCharts). Tax-equivalent yield (TEY) represents the pre-tax yield required from a fully taxable investment to equal the after-tax yield of a tax-advantaged one. Based on a 6.70% distribution with 100% return of capital (ROC), a 20% REIT passthrough deduction, and 37% federal ordinary income tax rates, the Fund’s TEY is ~10.63%. Figures are illustrative and may change with ROC levels, portfolio composition, tax law, or investor-specific circumstances. Return of capital distributions reduce an investor’s tax cost basis by the amount of the distribution. A lower cost basis will increase the amount of capital gains (or decrease the amount of capital loss) recognized upon the sale or redemption of the investor’s interest. Tax calculations and assumptions are based on current laws for the 2025 tax year only. Returns are not guaranteed. Past performance is not indicative of future results. All investments involve risk, including possible loss of principal. This material is not tax advance; please consult your tax advisor.
- This data is historical and not indicative of future tax liabilities. Taxation of distributions will vary from year to year depending on the Fund’s prevailing portfolio allocation throughout the year. Actual tax efficiencies will depend on an investor’s tax situation and may differ from those presented.
- The return of capital will lower an investor’s basis in the Fund. When an investor sells their interest in the Fund, any gains will consider the selling price relative to the cost basis. Accordingly, the return of capital is a deferral of some of the investor’s tax liability.
- As of 12/31/24.
- References to ‘assets under management’ or ‘AUM’ represent the real estate investments managed by Origin Investments’ subsidiaries, including Origin Credit Advisers, an SEC-registered investment adviser, as to which Origin is entitled to receive a fee, preferred return, or carried interest. Origin’s calculation of AUM may differ from the calculations of other real estate asset managers and, as a result, Origin’s measurement of its AUM may not be comparable to similar measures presented by other asset managers. AUM as of 12/31/25.
- This is an aggregate amount that has been invested and reinvested in Origin funds since the inception of the company in 2007.
