OrbVest

 

Our Journey

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.

But We’re Always Evolving

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)

 

26

Number of Building

$22,026,569

2025 Total Projected
Rental Income

$13,438,118

2025 Projected Net
Operating Income

5.59 Years

Weighted Average
Less Term

788,001 sf

Total Lettable Space

733,934 sf

Total Leased Space

93%

Occupancy Level

118

Number of Tenats

 

The assumptions for 2025 are based on current in-place leases and exclude new leases, sales, or acquisitions of new buildings.

 

Sold Investments

OrbVest has successfully concluded and sold a number of investments.

 
SOLD

11.1%

IRR

68%

LTV

5 YR

Term

$1

Min. Investment

A

Rating

Medical Office

28,400 sf

Building Size
45.17% funded
$3,776,970
The building was bought as a portfolio of 2 buildings called Medical 5 in July 2016. The medical office building is within walking distance from the W...
    Maximum Raised Amount $3,776,970
    Initial Amount Raised $1,706,130
    Sponsor Equity $0
    Company Name SG Property Services
    SOLD

    11.1%

    IRR

    68%

    LTV

    5 YR

    Term

    $5,000

    Min. Investment

    A

    Rating

    Medical Office

    16,167 sf

    Building Size
    0.00% funded
    $3,637,780
    The building was bought as a portfolio of 2 buildings called Medical 5 in July 2016. The medical office building is on-campus of the Wellstar Hospital...
      Maximum Raised Amount $3,637,780
      Initial Amount Raised $0
      Sponsor Equity $0
      Company Name SG Property Services
      SOLD

      13.4%

      IRR

      65%

      LTV

      5 YR

      Term

      $5,000

      Min. Investment

      A

      Rating

      Medical Office

      20,965 sf

      Building Size
      0.00% funded
      $3,379,120
      The building was bought as a portfolio of 7 buildings called Medical 1 in August 2014. The medical office building is part of five medical office buil...
        Maximum Raised Amount $3,379,120
        Initial Amount Raised $0
        Sponsor Equity $0
        Company Name SG Property Services
        SOLD

        11.5%

        IRR

        69%

        LTV

        5 YR

        Term

        $5,000

        Min. Investment

        A

        Rating

        Medical Office

        22,079 sf

        Building Size
        0.00% funded
        $3,752,640
        The building was bought as a portfolio of 4 buildings called Medical 2 in March 2015. The medical office building is in close proximity of the Wellsta...
          Maximum Raised Amount $3,752,640
          Initial Amount Raised $0
          Sponsor Equity $0
          Company Name SG Property Services
          SOLD

          11.5%

          IRR

          69%

          LTV

          5 YR

          Term

          $5,000

          Min. Investment

          A

          Rating

          Medical Office

          10,771 sf

          Building Size
          0.00% funded
          $3,752,640
          The building was bought as a portfolio of 4 buildings called Medical 2 in March 2015. The medical office building is across the street ...
            Maximum Raised Amount $3,752,640
            Initial Amount Raised $0
            Sponsor Equity $0
            Company Name SG Property Services
            SOLD

            11.5%

            IRR

            69%

            LTV

            5 YR

            Term

            $5,000

            Min. Investment

            A

            Rating

            Medical Office

            9,864 sf

            Building Size
            0.00% funded
            $1,676,530
            The building was bought as a portfolio of 4 buildings called Medical 2 in March 2015. The medical office building is on-campus of the Piedmond Henry H...
              Maximum Raised Amount $1,676,530
              Initial Amount Raised $0
              Sponsor Equity $0
              Company Name SG Property Services
              SOLD

              11.5%

              IRR

              69%

              LTV

              5 YR

              Term

              $5,000

              Min. Investment

              A

              Rating

              Medical Office

              9,750 sf

              Building Size
              0.00% funded
              $1,657,150
              The building was bought as a portfolio of 4 buildings called Medical 2 in March 2015. The medical office building is on-campus of the Piedmond Henry H...
                Maximum Raised Amount $1,657,150
                Initial Amount Raised $0
                Sponsor Equity $0
                Company Name SG Property Services
                SOLD

                13.4%

                IRR

                65%

                LTV

                5 YR

                Term

                $5,000

                Min. Investment

                A

                Rating

                Medical Office

                5,860 sf

                Building Size
                0.00% funded
                $944,511
                The building was bought as a portfolio of 7 buildings called Medical 1 in August 2014. The medical office building is in Peachtree City, in the Metro ...
                  Maximum Raised Amount $944,511
                  Initial Amount Raised $0
                  Sponsor Equity $0
                  Company Name SG Property Services
                  SOLD

                  13.4%

                  IRR

                  65%

                  LTV

                  5 YR

                  Term

                  $5,000

                  Min. Investment

                  A

                  Rating

                  Medical Office

                  11,521 sf

                  Building Size
                  0.00% funded
                  $725,307
                  The building was bought as a portfolio of 7 buildings called Medical 1 in August 2014. The medical office building is part of five medical office buil...
                    Maximum Raised Amount $725,307
                    Initial Amount Raised $0
                    Sponsor Equity $0
                    Company Name SG Property Services
                     
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