An Ignoble Experiment: A No Fee Offer Worth Checking Out

2024/07/12

A No Fee Offer Worth Checking Out - Origin Investments

Dear Investor,

With 62 consecutive months of distributions, Origin Investments' open-end IncomePlus Fund has demonstrated stable performance through market cycles. This tactically managed portfolio employs a combination of direct financing, core-plus and build-to-core multifamily investments. Over the past several years, Origin Investments positioned the Fund defensively, capitalizing on preferred equity opportunities. Now, they are offering special terms as they build a $100 million war chest to go on offense. All new investments of $100,000 or more will not be charged asset management, performance or admin fees until Nov 1.

By way of disclosure, we have an advertising relationship with Origin Investments, meaning we get paid for making this introduction and sharing this content. As always with these types of deals, consider this an introduction and not a recommendation. Every deal is unique and the responsibility to vet any and every deal you invest in still lies with you. This opportunity is available to accredited investors.

37th Parallel

With a current yield of 6.30%¹, the IncomePlus Fund is Origin's most tax efficient offering. Investors can expect these benefits:

Return of capital
20% REIT tax reduction
Deferral of capital depreciation

Download the IncomePlus Fund overview to learn how to protect and grow your wealth in a shifting market.

Learn More About Origin Investments

Thank you for your time, and as always, your feedback is welcome and appreciated.

Jim and Brett

James M. Dahle, MD, FACEP
Founder, The White Coat Investor

Brett Stevens, MBA
COO, The White Coat Investor

The net distribution yield is as of 4/30/24 and is calculated as (April 2024 distribution divided by the latest Fund net asset value) divided by the (30 days in the month divided by 365 days in the year).