IncomePlus Fund - Anatole At Westinghouse

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 Annual Return1

Download Fund Overview

Fund Benefits

Dollar Sign

Income

The Fund seeks to generate a consistent stream of monthly distributions.

Appreciation

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

Tax-Efficiency

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.


Performance in
All Market Cycles

We strategically manage the Fund’s portfolio allocation, seeking stability across all market cycles.

Tactical Portfolio Allocation

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
IncomePlus Fund - Projected Growth of a $250K Investment

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

Yield Comparison

Origin IncomePlus Fund

6.10 %

Investment-Grade Bonds

5.12 %

U.S. Ten-Year Treasuries

4.24 %

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.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.

Fund Properties

Auterra Nocatee

Auterra Nocatee

Jacksonville, FL
277 Clifton

277 Clifton

Atlanta, GA
Solace at the Ranch

Solace at the Ranch

Colorado Springs, CO
Epoch West Melbourne

Epoch West Melbourne

West Melbourne, FL
The Bend

The Bend

Houston, TX
Southerly at Terrell

Southerly at Terrell

Dallas, TX
White Oak

White Oak

Houston, TX
PDG Central Park

PDG Central Park

Denver, CO
20 S. Bear Creek

20 S. Bear Creek

Asheville, NC
Baymeadows

Baymeadows

Jacksonville, FL
Novo Antioch

Novo Antioch

Nashville, TN
Horizon at Sereno

Horizon at Sereno

Tampa, FL
The Northern

The Northern

Nashville, TN
Kingston Pointe Apartments

Kingston Pointe Apartments

Des Plaines, IL
Novi at Concord

Novi at Concord

Charlotte, NC
The Southerly

The Southerly

St. Augustine, FL
Morris at Belmont

Morris at Belmont

Charlotte, NC
Niche Hyde Park

Niche Hyde Park

Tampa , FL
Goodwin Apartments

Goodwin Apartments

Austin, TX
Linden House

Linden House

Jacksonville, FL
Rye Charlotte

Rye Charlotte

Nashville, TN
Aspire

Aspire

Westminster, CO
Star Metals

Star Metals

Atlanta, GA
Maple Street Lofts

Maple Street Lofts

Chicago, IL
Lively Drayton Mill

Lively Drayton Mill

Greenville, SC
Haven at Mansfield

Haven at Mansfield

Dallas, TX
Lively Farmhouse

Lively Farmhouse

Greenville, SC
Ashley Oaks

Ashley Oaks

San Antonio, TX
Lively at Victor Park

Lively at Victor Park

Greenville, SC
Monroe Aberdeen Place

Monroe Aberdeen Place

Chicago, IL
District at Memorial

District at Memorial

Houston, TX
Madison at Westinghouse

Madison at Westinghouse

Georgetown, TX

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

10.15 %

Industrial

9.12 %

Retail

8.92 %

Office

7.99 %

Why Invest with Origin?

$3.1B

Transactions Executed9

$369M

Equity Raised for the IncomePlus Fund to Date

$85M+

Capital Invested by CEOs Since Inception10

Download Overview

Download the deck to get more detail about our:

Fund Strategy

Fund Deals

Fund Terms

  1. 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.
  2. This federal tax law is due to the Tax Cuts and Jobs Act which is set to expire at the end of 2025.
  3. A return of capital is non-taxable but lowers an investor’s basis in their investment.
  4. 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.
  5. 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).
  6. 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.
  7. 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.
  8. The Tax Cuts and Jobs Act is set to expire at the end of 2025.
  9. As of Q3 2023.
  10. This is an aggregate amount that has been invested in Origin funds since the inception of the company in 2007.