Investing Education

Shaping Our 2025 IncomePlus Fund Strategy

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2023 and 2024 were some of the most difficult years for the multifamily real estate market. Despite headwinds such as rising interest rates, increased operating costs and negative rent growth, Origin’s IncomePlus Fund delivered stable returns and outperformed comparable Funds1. Market fundamentals remain strong and signs are pointing toward a positive shift in 2025. What have we learned from this difficult period and how is the Fund positioned to benefit in the coming year?

On this webinar, Origin Co-CEOs Michael Episcope and David Scherer reflect on the Fund’s previous two years and offer possible scenarios for the future, also addressing its performance, risk-management strategy and future evolution. The webinar concludes with live Q&A.

1) Comparable funds include seven of the industry’s largest non-traded REITS: Blackstone, Hines, Nuveen, Starwood, Bluerock, KKR and JLL. Returns are for the INV share class, actual individual investor performance may differ based on the share class. Total returns reflected are net of fund fees and assume monthly reinvestment of distributions. Performance for these six non-traded REITS is based on publicly available performance reporting. The non-traded REIT returns compared represent a simple average of the six constituents. Origin has not separately verified the accuracy of the performance data with each third-party issuer.

This article is intended for informational and educational purposes only and is not intended to provide, and should not be relied on, for investment, tax, legal or accounting advice. The information is provided as of the date indicated and is subject to change without notice. Origin Investments does not have any obligation to update the information contained herein. Certain information presented or relied upon in this article may come from third-party sources. We do not guarantee the accuracy or completeness of the information and may receive incorrect information from third-party providers.