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 27 buildings across 9 states with a combined value of just 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 existing medical buildings, in order to provide a blended return and to mitigate risk of investing in single buildings.
The results were astounding. ODH has consistently delivered on its promise of generating between 7% and 8% annualized dividends for investors with risk distributed over multiple assets.
To further improve the offering, OrbVest embarked on a project to consolidate all independently owned or syndicated buildings into one structure, AccretivPLUS Healthcare Portfolio Limited, (AccretivMED Real Estate Fund 1) in the USA, to improve and underpin this investment through further reduction of costs, while providing an even more diversified product. The portfolio valued at cost reached just over $200 million before the company closed further equity raises to prepare the entire portfolio for exit in 2026-7.
AccretivPLUS Healthcare Portfolio Limited has been superseded by Accretiv Hybrid Portfolio Limited (Accretiv Hybrid Fund 2 LLC in the US) is well aligned for all investors, whether they are retirees seeking consistent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 |
