Fund Webinars

Why Multifamily, Why Now: An IncomePlus Fund Update

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A mortgage rate lock-in effect, surging household formation, and a generational shift in homeownership are keeping more Americans renting for longer. Origin Investments believes the timing has never been better, and the IncomePlus Fund is positioned to benefit.   

Join Origin Co-CEOs, Michael Episcope and David Scherer, for an update on the IncomePlus Fund’s performance, portfolio activity, and the secular demand trends reshaping the multifamily landscape.  

Some key takeaways include:

  • Limited-Time Bonus Shares Program: Investors who subscribe before August 1, 2026 will receive a 1% bonus in additional shares plus waived servicing fees, funded entirely by Origin at no cost to the investor or the fund. Learn more here.
  • Market Turning Point: Capital is returning to multifamily real estate, investor sentiment has decisively shifted, and the supply-demand imbalance is creating a compelling entry point as the cycle begins to recover.
  • Tax-Efficient Income: The fund delivered a 6.7% net distribution yield*, among the highest in fund history, with tax-efficient income powered by the depreciation shield built into the fund structure. 
  • Consistent Distribution Growth: Through COVID, aggressive rate hikes, and a three-year multifamily recession, the IncomePlus Fund has grown its distribution every single year—while many competitors cut theirs by 10% to 50%. 

The webinar concludes with live Q&A. 

*The net distribution yield is as of 03/31/2026 and is calculated as the (March 2026 distribution divided by the latest Fund net asset value) divided by the (31 days in the month divided by 365 days in the year).

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. All tax strategies discussed herein involve complex rules and regulations. Investors should consult with qualified tax, legal, and financial advisors before implementing any strategy.