IncomePlus Fund
Fund Benefits
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.
Income
The Fund generates a stable 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
Distributions are shielded by depreciation and other deductions, plus all capital appreciation is deferred throughout your time invested.
Generate More Income
Assumptions: Monthly distributions equivalent to 6% (annualized) on prior month’s NAV. All distributions are reinvested at the prior month’s NAV. Monthly capital appreciation equivalent to 5% (annualized).
Yield Comparison
Origin IncomePlus Fund-5.6%
Investment-Grade Bonds-3.88%
BASE. Ten-Year Treasuries-2.85%
Projected Growth of a $250k Investment in the IncomePlus Fund
Projected Growth of a $250k Investment in the IncomePlus Fund
Grow Your Capital
The Fund’s multifamily properties provide enhanced upside potential by capturing development margin on build-to-core investments and periodic value-add capital improvements. The Fund also offers an optional DRIP for investors looking to maximize long-term growth.
Tax-Efficiency
High-quality, irreplaceable real estate should never be sold, which is why the Fund has a perpetual structure that is optimized to provide maximum tax efficiency.
94% Of 2021 distributions were sheltered from taxes as a tax-based return of capital.
Fund Performance
$11.16-NAV Per Unit
5.60%-Annualized Distribution Rate
22.20%-Trailing 12 Months Total Return
