Generate Passive Income with Origin Investments

Dear Investor,

In April, Origin Investments' Co-CEOs Michael Episcope and David Scherer announced a strategic shift for Origin's flagship IncomePlus Fund: It's time to go on offense. Amid signs that multifamily market conditions are improving, the Fund is pivoting from several years of defensive strategies and preferred equity opportunities and is resuming the acquisition of existing assets. This shift demonstrates Origin's ability to adapt to evolving market dynamics and pursue opportunities where they see the most potential.

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.

The IncomePlus Fund is designed to provide accredited investors with a tax-efficient blend of monthly income and long-term capital appreciation. Since its inception in early 2019, the Fund has delivered 66 consecutive months of distributions. If you had invested at the Fund's inception and utilized the distribution investment program, you would have achieved a nearly 1.53x multiple today¹ —reflecting 53.3% growth in capital over five years.

Origin Investments believe this is a compelling opportunity to create value through well-timed investments. Discover how the IncomePlus Fund can benefit your portfolio by downloading the overview.

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

1. The investment period is from 3/31/2019 to 6/30/24. 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. Returns are not guaranteed. Past performance is no guarantee of future results. All investments involve a degree of risk, including the risk of loss.

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