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.
The Fund seeks to generate a consistent stream of monthly distributions.
The Fund presents long-term capital appreciation potential which can be compounded further by participating in the Fund’s distribution reinvestment program.
The Fund is structured as a REIT, which means most of the Fund’s distributions may be either ordinary dividends, which are eligible to be reduced by up to 20% for federal tax purposes2, or a return of capital, which is non-taxable3.
All Market Cycles
We strategically manage the Fund’s portfolio allocation, seeking stability across all market cycles.
Grow Your Capital
An investment of $250K could potentially grow to $680K after 10 years when you enroll in the distribution reinvestment program4.
Projected Growth of a $250K Investment in the IncomePlus Fund
Generate More Income
The net distribution yield for the IncomePlus Fund now stands at 6.10%4 That’s 43.9% more than the Ten-Year U.S. Treasury yield and 19.1% more than investment-grade bonds.5
Origin IncomePlus Fund
U.S. Ten-Year Treasuries
The IncomePlus Fund has a REIT structure which provides unique tax benefits.
Return of Capital
A portion of the Fund’s monthly distributions are expected to be characterized as a return of capital, which is not subject to tax.7
20% REIT Tax Reduction
Introduced by the Tax Cuts and Jobs Act of 20178, investors may be able to deduct up to 20% of ordinary dividends from their taxable income for federal income tax purposes.
Deferral of Capital Appreciation
Investors benefit from an indefinite deferral of capital appreciation for as long the investment is held.
Solace at the Ranch
Epoch West Melbourne
Southerly at Terrell
PDG Central Park
20 S. Bear Creek
Horizon at Sereno
Kingston Pointe Apartments
Novi at Concord
Morris at Belmont
Niche Hyde Park
Maple Street Lofts
Lively Drayton Mill
Haven at Mansfield
Lively at Victor Park
Monroe Aberdeen Place
District at Memorial
Madison at Westinghouse
Why Multifamily Real Estate:
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.
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.
Multifamily properties have a low return correlation to equities (0.17) and bonds (-0.18).
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
About This Section
This data was pulled using historical returns over the last 42 years from the NCREIF Fund Index – Open End Diversified Core Equity, which is a capitalization-weighted, gross of fee, time-weighted return index that typically reflects lower risk real estate investment strategies utilizing low leverage and generally represented by equity ownership positions in stable U.S. operating properties across regions and property types.
Why Invest with Origin?
Download the deck to get more detail about our:
- Targeted performance doesn’t represent an actual investment and frequently has sharp differences from actual returns. Targeted returns are inclusive of appreciation and reinvestment of distributions and are net of fees. There can be no assurance that the Fund will achieve comparable results or meet its target returns.
- This federal tax law is due to the Tax Cuts and Jobs Act which is set to expire at the end of 2025.
- A return of capital is non-taxable but lowers an investor’s basis in their investment.
- Projected performance doesn’t represent an actual investment and frequently has sharp differences from actual returns. Projected 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.
- The net distribution yield is as of 12/31/23 and is calculated as the (December 2023 distribution divided by the latest Fund net asset value) divided by the (31 days in the month divided by 365 days in the year).
- As of 2/15/2024, the distribution yield of the U.S. 10-Year Treasury Note was 4.24% and the distribution yield of Moody’s Seasoned AAA Corporate Bonds was 5.12%, according to YCharts.
- 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.
- The Tax Cuts and Jobs Act is set to expire at the end of 2025.
- As of Q3 2023.
- This is an aggregate amount that has been invested in Origin funds since the inception of the company in 2007.