Since inception in July 2018 OrbVest has assembled an enviable portfolio of stable income producing healthcare buildings across the United States. This CORE and CORE-PLUS real estate portfolio totals 29 buildings across 9 states with a combined value of well over $200 million.
Investors traditionally invested directly into these individual buildings offered by OrbVest, providing an alternative investment opportunity in the USA, for investors to grow their wealth in this robust asset class.
In 2020 OrbVest launched a Diversified Healthcare Portfolio, (ODH) made up of shares in these existing medical buildings, in order to provide a blended return and to mitigate risk of investing in single buildings.
The results have been astounding. Since inception 3 years ago, ODH has consistently delivered on its promise of generating between 7% and 8% annualized dividends for investors, while capital growth in the underlying portfolio should produce an IRR exceeding 10% at liquidation of the portfolio at the end of term.
To further improve the offering OrbVest has embarked on a project to consolidate these independently owned buildings into one structure, AccretivPLUS, to further improve and underpin this investment opportunity through further reduction of costs and provide an even more robust and diversified offering.
AccretivPLUS is well aligned for all investors, whether they are retirees seeking consistent returns or high net worth investors seeking a diversification strategy to grow their wealth.
AccretivPLUS Healthcare Portfolio Limited Snapshot
(As of 31 March 2025)
The assumptions for 2025 are based on current in-place leases and exclude new leases, sales, or acquisitions of new buildings.
OrbVest has successfully concluded and sold a number of investments.
| Maximum Raised Amount | $3,776,970 |
| Initial Amount Raised | $1,706,130 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $3,637,780 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $3,379,120 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $3,752,640 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $3,752,640 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $1,676,530 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $1,657,150 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $944,511 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $725,307 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $0 |
| Company Name | SG Property Services |
| Maximum Raised Amount | $1 |
| Initial Amount Raised | $0 |
| Sponsor Equity | $86,070 |
| Company Name | Orbvest Ltd |
