OrbVest
 

ORBVEST PERFORMANCE

Our performance has exceeded projections

Making our mark as specialists in Medical Real Estate across the USA.

Since launching our first medical office building in Oak Hill Park, Atlanta, in August 2014, we have acquired more than 37 specialized medical office buildings for a value of over USD 400 million. We have completed 3 projects and, in the process, successfully exited 10 buildings.

We currently manage over 1.4 million square feet of high quality medical real estate in selected states across the USA.

40

Medical Office Buildings Acquired

$400 m

Value of Acquisitions

>1.55m

Square Feet Real Estate Under Management

Medical Real Estate Under Management

Trusted by Investors around the World

Our track record of steady income generation from these carefully-curated buildings has attracted investors from more than 36 countries. The fact that many loyal investors continue to re-invest speaks for itself. They are our most valued ambassadors.

Manu Wope

“By being hyper-focused on the trending and resilient medical segment of the US real estate sector, OrbVest and its capable team offer prospective investors and in particular those non-US residents, a trusted and highly simplified means to successfully take advantage of the ageing baby boomers cycle, hedge forex risk and bag consistent dividends … I took the ride and became a repeat investor.”

Basil & Nicki Bowles

“We have invested in several OrbVest projects over the past few years and enjoy the convenience of building a portfolio of commercial real estate across multiple cities and states, without the stress normally associated with direct ownership. We have more time to do the things we enjoy with peace of mind that the team at OrbVest are working to add value to our alternative assets.”

Demitri Giannias

“I have been investing with OrbVest for the last 4 years and have never looked back since. Consistent quarterly dividend payouts, as promised, without fail. Great team delivering quality Medical Real Estate opportunities for the investors. Cheers to many more years partnering with you on these projects.”

YOU WIN, WE WIN

OrbVest invests in every building alongside you, so we have an equal interest in selecting the best possible sites and opportunities available.

How it Works

Historically we have offered single buildings to investors for an investment term of 3 to 5 years, generating 7% to 9% cash on cash per annum, which is paid quarterly.

At the end of the investment term, we sell the building and share the capital growth with the investor. This lifts the return to a range of between 11% and 17% (IRR), depending on the risk profile of the building.

Exited & Projected IRR Before Tax
Exited Buildings
Core Plus
Core
Value Add

For investors who need reliable regular income, we offer CORE and CORE-PLUS investment products. Our popular Triple Net Portfolio and OrbVest Diversified Holdings products provide a spread of our most prized medical office buildings in a single portfolio so that investors can enjoy instant diversification and risk mitigation. CORE and CORE-PLUS products may yield fractionally lower returns but investors have peace of mind that their funds are well secured.

For the investor with more risk/reward appetite, seeking higher IRR, we sometimes offer VALUE-ADD products that can generate greater returns, but may require repurposing (replacing commercial tenants in the building with medical tenants), leasing vacant spaces, or extending short or expiring leases to mitigate roll over risk.

Our full cycle completed investments have delivered double-digit total returns

Actual IRR at Exit

We have proven that we can generate double-digit returns over the investment period. To date, we have exited Medical 1 (three buildings), Medical 2 (five buildings), Medical 5 (two buildings) and Medical 7 (1 building), after they reached full term. From these exits, we returned IRRs of 13.44%, 11.53%, 11.35% and 12.91% respectively to investors.

Certain of our later projects are VALUE-ADD opportunities that are anticipated to generate over 17% total IRR on exit, but with some additional risk.

Our first principle and promise to investors is capital preservation. Our purpose is to offer stable income-producing assets that generate respectable double-digit returns.

We remain resolute, focused on sourcing the best medical office buildings available, that will appreciate over time and create wealth and prosperity for our global community

Justin Clarke | COO

SOLD 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
                    OrbVest