Our Private Real Estate Funds Provide:
Income
The net distribution yield for the IncomePlus Fund now stands at 5.8%.1 That's 67.6% more than the Ten-Year U.S. Treasury yield and 27.5% more than investment-grade bonds.2
Appreciation
We strive for upside for our investors through build-to-core development margins, long-term rent growth and periodic value-add improvements.
Tax Efficiency
Receive the most efficient after-tax risk-adjusted returns due to depreciation, refinancing and deferring capital gains.
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
Open Funds
Auterra Nocatee
Jacksonville, FL
277 Clifton
Atlanta, GA
Sutton Place
Jacksonville, FL
Haven at Loyd Park
Dallas, TX
Haven at Apache
Tempe, AZ
Haven at Cool Springs
Nashville, TN
Solace at the Ranch
Colorado Springs, CO
Preserve at Star Ranch
Austin, TX
Top Decile Fund Manager
According to Preqin5
22.65%
Average Gross IRR Across 42 Realized Deals Since 20146
$75M
Personal Capital Invested by CEOs7
$2.8B
Transactions Executed
Download Overview
Download the deck to learn about:
1) The net distribution yield is as of 3/31/23 and is calculated as the (March 2023 distribution divided by equity invested) divided by the (31 days in the month divided by 365 days in the year.)
2) As of 05/12/2023, the distribution yield of the U.S. 10-Year Treasury Note was 3.46% and the distribution yield of Moody’s Seasoned AAA Corporate Bonds was 4.55%, according to YCharts.
3) 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.
4) Targeted performance assumes a sale of the Fund’s investments 10 years after the Fund’s close. Targeted performance doesn’t represent an actual investment in the Fund 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.
5) Preqin provides financial data and information on the alternative assets market. As of May 2023, Origin tied for 6th out of 188 Preqin-ranked best-performing private real estate fund managers in the nation and tied for 11th out of 253 Preqin-ranked best-performing private real estate fund managers globally. Our performance was self-reported to Preqin for Origin Funds I, II and III, and then rankings were determined by Preqin using a combination of net IRR and equity multiple. Origin did not pay a fee to be included in the Preqin rankings. Such ranking or award is not necessarily indicative of Origin’s past or future performance.
6) Average gross IRR and equity multiple are weighted across 42 common equity and preferred equity realized deals since 2014. As of December 2022.
7) This is an aggregate amount that has been invested in Origin funds since the inception of the company in 2007.
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