Generate Passive Income

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 for accredited investors. 

9%–11%

Target Net Annualized Return

Download Fund Overview

WSJ
forbes
Inc
Bloomberg
msn-money
Crains

Fund Benefits

Dollar Sign

Income

The Fund generates a stable stream of monthly distributions.

Line-Chart

Appreciation

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

Icon-Percent

Tax-Efficiency

Distributions are shielded by depreciation and other deductions, plus all capital appreciation is deferred throughout your time invested.


IncomePlus Fund Portfolio Summary and Diversification Chart V2

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. 


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. An investment of $250k is expected to grow to $685k after 10 years when you enroll in the distribution reinvestment program.


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.

%

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

Fund Properties

Immediately diversify across these Class A multifamily assets.

Why Multifamily Real Estate:

Higher Returns

Over the past 42 years, multifamily generated the highest average returns and generated the highest return per unit of risk, as compared to other real estate asset classes.

Strong Demand

The total population of renters in the U.S., now over 100 million people, represents an all-time high and is expected to continue growing almost every year.

Diversification

Multifamily properties have a low return correlation to equities (0.17) and bonds (-0.18).

Inflation Hedge

Multifamily leases can reset at six, nine, or 12 months and when these leases reset, we have an opportunity to reprice rents as prices increase.

Average Returns by Real Estate Property Type*

Multifamily
%
Industrial
%
Retail
%
Office
%

Invest with Origin, a proven real estate fund manager.

"Top Decile Fund Manager"

22.65%

Average Gross IRR Across 42 Realized Deals Since 2014

$75M

Personal Capital Invested by CEOs

$2.6B

Transactions Executed

$281M

Equity Raised for the IncomePlus Fund to Date

WSJ
forbes
Inc
Bloomberg
msn-money
Crains

Download Overview

Download the deck to get more detail about our:

Fund Strategy

Fund Deals

Fund Terms

© Origin Holding Company, LLC • Important Message