Generate
Passive Income
The Origin IncomePlus Fund is a diversified private real estate investment designed to deliver tax-efficient income and appreciation for accredited investors.
IncomePlus Fund
9%-11%
Target Net Annual Return1
Fund Benefits
Income
The Fund seeks to generate a consistent stream of monthly distributions.
Appreciation
The Fund offers potential for long-term capital appreciation, which can be compounded further by its distribution reinvestment program.
Tax-Efficiency
The Fund is structured as a REIT, which provides tax-advantages for most of its distributions.2
Grow Your Capital
See how much your investment could grow in the IncomePlus Fund.
Generate More Income
The distribution yield for the IncomePlus Fund now stands at 6.30%3 That’s 50.7% more than the Ten-Year U.S. Treasury yield and 25.0% more than investment-grade bonds.4
Yield Comparison
Origin IncomePlus Fund
Investment-Grade Bonds
U.S. Ten-Year Treasuries
Tax Efficiency
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.5
20% REIT Tax Reduction
Introduced by the Tax Cuts and Jobs Act of 20176, 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.
92%
of 2023 Distributions were Non-Taxable Return of Capital
Performance in
All Market Cycles
The Fund’s strategy is to build, buy and finance multifamily properties in its target markets. We strategically manage the Fund’s portfolio allocation, seeking stability across all market cycles.
Why Multifamily
Multifamily real estate is known for its consistent high returns and low risk over the past 42 years.
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 12/31/2023. Returns are unlevered.
IncomePlus Fund Properties
We are an experienced multifamily real estate fund manager.
Transactions Executed8
Assets Under Management7
Personal Capital Invested By Principals9
FEATURED ON
Get the IncomePlus Fund Overview
What’s Included:
Fund Benefits
Our Strategy
Summary of Terms
- 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.
- 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 5/31/24 and is calculated as the (May 2024 distribution divided by the latest Fund net asset value) divided by the (31 days in the month divided by 365 days in the year).
- 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.
- 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 3/31/24.
- As of 3/31/24.
- This is an aggregate amount that has been invested in Origin funds since the inception of the company in 2007.
*Investors who commit to the IncomePlus Fund will not be charged an asset management fee or carried interest until 11/1. The minimum investment to receive these preferred terms is $100,000. Existing investors will receive these benefits if they increase their current investment by at least $100,000. This offer is limited to investors who invest the first $100 million of capital.