Comparing Real Estate Funds Story

Comparing Real Estate Funds

Recently, we compared two similar private real estate funds from Trion and 37th Parallel. We’ll continue in that tradition today by looking at two larger, evergreen real estate funds from DLP and Origin Investments.

[{"selector":"#anim-c1dc5a41-14a5-46d1-8da5-68467b31f9ad","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-03cfefba-7775-407c-8706-4800a4c6412a","keyframes":{"transform":["translate3d(-114.96816%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Read More

The goal of this story is not to declare a winner but to look objectively at what they offer while comparing and contrasting two rather similar funds.

DLP Housing Fund & Origin Investments IncomePlus Fund

Projected Returns

The DLP Housing Fund projects returns of 10% to 12% after fees. Origin’s IncomePlus Fund aims 1% lower with projected returns of 9% to 11%. Read More

Fund Term

Unlike the closed-end funds we recently analyzed, both of these funds are considered to be “evergreen.” There is no date at which the assets in the fund are scheduled to be sold and the fund closed. Read More

Both DLP‘s Housing Fund and Origin‘s IncomePlus Fund utilize a REIT (real estate investment trust) structure, although you’re technically investing in an LLC with a REIT subsidiary in either case.

Capital Calls

Investing in a private real estate fund works a bit differently than investing in stocks and bonds. You can’t just hand over your cash and be fully invested the next day. Deploying capi tal on real estate projects takes time. Read More

SWIPE UP NOW TO READ MORE

[{"selector":"#anim-0b81f3a7-de2a-40db-91f5-d7172b014a0b","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-56158ad9-655b-45fc-8d83-722c4e76c407","keyframes":{"transform":["translate3d(-116.50794%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Read More

MORE STORIES

[{"selector":"#anim-e52c52fe-6d66-4422-8439-6c67c7fe6f90","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-3e075a2c-dcdf-4915-914d-ab6bdf14fe3c","keyframes":{"transform":["translate3d(-124.35897%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-974620b0-7064-4432-8cbc-ad6f3978c49b","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-fc2b88e7-7e43-4f93-97f1-8e4d872e11f9","keyframes":{"transform":["translate3d(-123.71794%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] How to Reduce the Risk of Investing in Passive Real Estate Comparing Real Estate Funds: Trion Properties & 37th Parallel