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 Annualized Return1
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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.
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
Yield Comparison
Generate More Income
The net distribution yield for the IncomePlus Fund now stands at 5.8%.5 That's 67.6% more than the Ten-Year U.S. Treasury yield and 27.5% more than investment-grade bonds.6
Tax-Efficiency
The IncomePlus Fund has a REIT structure which provides unique tax benefits.
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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
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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.
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Deferral of Capital Appreciation
Investors benefit from an indefinite deferral of capital appreciation for as long the investment is held.
Fund Properties
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
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
Top Decile Fund Manager
According to Preqin9
22.65%
Average Gross IRR Across 42 Realized Deals Since 201410
$75M
Personal Capital Invested by CEOs11
$2.8B
Transactions Executed
$330M
Equity Raised for the IncomePlus Fund to Date
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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 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.)
6) 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.
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) 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.
10) Average gross IRR and equity multiple are weighted across 42 common equity and preferred equity realized deals since 2014. As of December 2022.
11) This is an aggregate amount that has been invested in Origin funds since the inception of the company in 2007.
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