Our high value properties are listed as independent public companies on the Trop-X exchange, as closed funds, governed by WFE (World Federation of Exchanges) so shareholders have ultimate comfort and security.
OrbVest is not a REIT or FUND in the traditional sense. We have identified that not only are investors increasingly looking at low risk, high yielding, hassle-free and tax efficient returns in first world currencies, but they also want blue chip assets with more control and transparency. We offer the opportunity to invest into a building directly. We take the unknown’s out of the equation. We believe the investor should be able to select the asset so returns are consistent and not susceptible to share price fluctuations.
PKF Capital Markets (Seychelles) Limited, is a licensed securities broker/dealer and member of the Seychelles Stock Exchange Trop-X and a registered Sponsor Advisor to the companies listed by OrbVest.
An online Real Estate Investment platform who partners with companies like OrbVest offering investors the opportunity to participate in global real estate investment projects. The platform facilitates the investment process using cutting-edge technology.
Both accredited and non- accredited investors are eligible to invest, subject to country laws and some legal limitations. In countries like the USA you would have to qualify. To qualify as an accredited investor, you must meet certain thresholds as defined by the Securities and Exchange Commission under rule 501 of Regulation D. Specifically, you must meet one of the following criteria:
Personal investment accounts are easy and it will be possible to complete the whole transaction online in certain circumstances. Depending on your country of origin, we also can accommodate certain corporate entities including trusts and Limited Liability Companies.
For personal investment we are required to adhere to money laundering and KYC legislation, so we will require:
You can do it online through the Wealth Migrate platform. All legal documents can be sent and signed electronically which allows for a more efficient and seamless transfer of documents between yourself and Orbvest while maintaining the authenticity and security of your information. Investments are finalized once proper legal documentation is accepted and funds are confirmed received.
Yes. The minimum investment is different for each investment but can be as low as $1,000.
Standard transfers can be made from the investor’s bank account. The funds are not handled by OrbVest, so your cash is held safely in escrow. The release of funds follow the Trust account rules for these security investments. Only once the minimum equity amount has been raised for the investment, are the funds are paid from the project escrow account to the relevant attorney’s escrow account.
OrbVest makes money on the project based on a project fee of between 5%-7% which covers marketing and equity raise fees. This fee is not deducted from your capital investment amount. All management, due diligence, deal fees are disclosed in our listing documents.
Each bank or forex company has their own fee structure, so this will depend on which bank you are with. You can phone the Forex department of your bank for a quote and assistance before you make your decision. OrbVest also recommends Sable Foreign Exchange services, they can be contacted on 021- 657 2153 or Velocity Trade 021 – 200 8800.
When you’re ready to cash out your funds into your online wallet, the banking details entered on the Wealth Migrate platform is the bank account into which the funds will be transferred.
All income through our investments needs to be reported to the Internal Revenue Services. As a result, OrbVest needs to obtain your personal details.
When you invest in one of our projects, you’re effectively buying shares in a listed company. The return on the investment is directly related to the income from the underlying Asset, this being the real estate. The company are listed on Trop-X, the regulated Exchange in the Seychelles which is also an associated member of the Word Exchange Federation. Each investment is part of a multi-listing program and is individually approved by the listing committee before any marketing and capital raising occurs. The raised capital is only released from the broker/dealer’s Trust account, once the minimum amount was raised and paid directly to the attorneys’ escrow account. OrbVest can provide proof from the Title Office that the property has been registered in the Entity as outlined in the Property Supplement, after closing.
SD denominated bank account in Seychelles:
Account Name/Recipient Name:
Recipient physical address line 1: F19 1st Floor
Address line 2: Eden Plaza
Suburb: Eden Island
Postal/Zip Code: 0000
Bank Account Type: Cheque
Bank Name: Barclays Bank
Branch Name: Barclays Bank Seychelles Limited
Branch Code: 101001047
Barclays Bank Address: Independence Avenue, PO Box 167, Victoria, Mahe, Seychelles, 0000
Account Number: 107600086
Swift Code: BARCSCSCXXX
Routing Code: 111759
IBAN no: SC41BARC01030000000107600086USD
Use your Wealth Migrate Platform Account Number as reference: [Copy WM account number here]
The services provided by OrbVest South Africa (Pty) Ltd in RSA relate to the marketing of real estate projects and as such is not defined as a financial product under FAIS.
Over the last 4 years OrbVest have amassed a portfolio 19 carefully curated buildings with a value of $156 million and have raised equity of $50.6 million from over 30 countries. The company is on track to grow this to a value of $243 million backed by $72 million in equity by December 2018. The performance speaks for itself considering that 65% of our investors re-invest. Quarterly dividends of between 6%- 9% per annum, are paid for the income investment projects, as well as a capital gain that is paid at the end of the investment period. This is all dependent on the performance of the underlying asset.
Returns are paid in United States Dollars.
OrbVest mantra is that it doesn’t buy buildings, it buys future income streams. The company has invested considerable resources understanding the transformative nature of medical technologies and how they will influence health care and senior living trends in the future, and have developed a unique advantage to identify stable future income streams that will be in demand ten years from now.
Under investment committee chairman Hennie Bezuidenhoudt the company has assembled a team of recognised non-executive Directors, including Dawid Wandrag (ex RMB Merchant Bank) and Alan Kynoch to ensure the highest levels of diligence are adhered to.
The unique 10-layer due diligence process has been modelled which takes into consideration both the macro and micro factors that may influence a property, enabling Orbvest to weigh up the risk and return profile of any given project.
Projects are only released by OrbVest once they have been signed off by the Investment Committee.
OrbVest plans to list 10 new projects in 2019.
This investment is selected to deliver an income to the investor during the investment period. The Asset is most often fully let with long lease periods and is already profitable. Returns are projected and calculated on the assumption that the Asset will be retained for a period of 3- 5 years. Typically, these products pay quarterly dividends to investors and a capital gain at the end of the investment period.
Yes, dividends can be re-invested into new projects if they meet the minimum investment criteria.
The exit differs for each project; however, the usual holding period is 3 – 5 years.
During the holding period, the Investment Committee continually evaluates market conditions, to consider the best exit opportunity for investors. At the end of the predetermined holding period, the real estate will be placed on the market, unless:
OrbVest partners with several successful and well-established Partners, who manage the Asset on the ground with an iron-clad contract. This ensures that if the Property Manager is not performing the company can “step in” and replace them. The Property Partner provides a monthly financial report on each investment which is carefully reviewed by the internal Finance team. Investors also receive quarterly investor reports.
All profits will then be distributed as dividends, and your capital will be returned to you plus any free carry that may be included depending on the deal details.
Because you have invested into a listed equity on Trop-X your request to sell will be actioned on the secondary market based on a willing buyer, willing seller basis – so there is no guarantee of liquidity. OrbVest also has an in-house process to assist and facilitate your request.
Investors’ money will not be released from escrow to OrbVest, the project will not proceed, and funds will be returned to the investor.
Because the investment is a listed equity on Trop-X, you will receive foreign dividends which need to be declared as income. Investors must obtain their own independent financial and tax advice in this regard.
Yes, we offer two attractive incentive schemes for successful referrals:
Contact our Affiliate Manager: firstname.lastname@example.org to find out more.
The amount borrowed compared to the cost or value of the property purchased. Lenders often require that a loan-to-value ratio not exceed a specified amount, unless a borrower also purchases mortgage insurance.
Example: If you borrow $75,000 of the total $100,000 purchase price of your home, the loan-to-value ratio is 75%.
Internal rate of return (IRR) is often used to evaluate and compare the attractiveness of each investment against other investments.
The IRR is defined as, the interest rate at which the net present value of all the cash flows (both positive and negative) from an investment equal zero. If the IRR of a new project exceeds the investors required rate of return, that investment is desirable.
The hurdle rate which is also known as the minimum acceptable rate of return (MARR), is the minimum required rate of return or target rate that investors are expecting to receive on an investment. The rate is determined by assessing the cost of capital, risks involved, current opportunities in business expansion, rates of return for similar investments, and other factors that could directly affect an investment.
Before accepting and implementing a certain investment project, its internal rate of return (IRR) should be equal to or greater than the hurdle rate. However, most importantly, any potential investments must have a return rate that is higher than the hurdle rate for it to be acceptable in the long run.
The “cash on cash return,” also sometimes called the “equity dividend rate”, is a simple ratio measurement of an investor’s return in relation to the cash invested. The cash on cash ratio is determined by dividing the before-tax cash flow (net operating income less debt payments) and dividing it by the initial equity investment. For example, if the net operating income is $150,000, the debt service is $50,000, and the amount initially invested is $1 million, then:
(Net operating income less debt service) / initial equity investment = ($150,000 – 50,000) / $1,000,000 = 10% cash on cash return.
The capitalization rate, or “cap rate,” refers to a ratio used to convert an income stream into an estimate of value. The income stream utilized is the property’s net operating income, which considers expenses such as utilities, insurance, management, and repairs, but which does not include financing expenses (like debt service). At the time of acquisition, the cap rate can be figured by dividing a property’s net operating income by the property’s purchase price (its then current value).
Example: A property that has a gross income of $300,000 and operating expenses of $100,000 (for a net operating income of $200,000), and a purchase price of $2,000,000 would be calculated as:
Net Operating Income ÷ Purchase Price = $200,000 ÷ $2,000,000 = 10.0% cap rate.
Since cap rates convert an income stream to value, the above calculation can be re-figured so that a given income stream and an assumed cap rate can be used to estimate the value of a comparable property, or even to estimate the future value of a property. Investors often use cap rates to convert future projected income streams into that property’s future value (and thus its anticipated sales price at that time).