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.
Download Fund Overview
Fund Benefits
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.
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
Generate More Income
The net distribution yield for the IncomePlus Fund now stands at 6.20%4 That’s 46.9% more than the Ten-Year U.S. Treasury yield and 23.5% more than investment-grade bonds.5
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.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
277 Clifton
Solace at the Ranch
Epoch West Melbourne
The Bend
Southerly at Terrell
White Oak
PDG Central Park
20 S. Bear Creek
Baymeadows
Novo Antioch
Horizon at Sereno
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
Industrial
Retail
Office
About This Section
This data was pulled using historical returns over the last 42 years from the NCREIF Fund Index – Open End Diversified Core Equity, which is a capitalization-weighted, gross of fee, time-weighted return index that typically reflects lower risk real estate investment strategies utilizing low leverage and generally represented by equity ownership positions in stable U.S. operating properties across regions and property types.
Why Invest with Origin?
Transactions Executed9
Equity Raised for the IncomePlus Fund to Date
Capital Invested by CEOs Since Inception10
Download Overview
Download the deck to get more detail about our:
Fund Strategy
Fund Deals
Fund 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.
- A return of capital is non-taxable but lowers an investor’s basis in their investment.
- 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 10/31/2024 and is calculated as the (October 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).
- As of 12/11/24, the distribution yield of the U.S. 10-Year Treasury Note was 4.22% and the distribution yield of Moody’s Seasoned AAA Corporate Bonds was 5.02%, according to YCharts.
- 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.
- As of 6/30/24.
- This is an aggregate amount that has been invested and reinvested in Origin funds since the inception of the company in 2007.