Global Real Estate Investment - Orbvest Specialized Investment
  • OrbVest Diversified Holdings 1

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OrbVest is a global real estate company that has a hyper-focus on acquiring stable income producing medical buildings in the USA. Investors have to date invested directly into individual buildings, which gives them a direct investment in blue chip real estate in the USA and all risk is limited to that specific building. Investors have re-invested consistently over time in order to build a diversified healthcare portfolio, which continues to produce consistent cash dividends of more than 8% annually and anticipated returns upon sale of the buildings after 5 years exceeding 11% in USD.

OrbVest is proud to announce that we are also introducing OrbVest Diversified Holdings (ODH). ODH allows all investors the opportunity to seamlessly invest and diversify their investment across a minimum of 8 buildings via a single investment. This immediately removes concentration risk and provides diversification across states and cities in the USA.

ODH is well aligned for all investors, whether they are retirees seeking consistent low risk returns or high nett worth investors seeking a diversification strategy to protect and grow their wealth.

ODH1 is a $2.5million investment opportunity. The equity raised will be deployed into a broad spread of our most exciting and proven existing medical buildings, with a provision for a priority equity stake in each of our new buildings from the pipeline that we have planned to close over the coming 6 months. ODH is expected to deliver a solid blended return of 8% per annum, paid quarterly, and a targeted minimum total annual return of 11% IRR. (Internal rate of return = cash dividends + capital appreciation upon sale).

 

Company Info

The Diversified Portfolio Investment Mandate

The below table indicates the current and projected future medical office investments from OrbVest. This diversified portfolio will invest into a selection of these deals based on the following criteria:

  • Exposure in one investment may not exceed 10% of the available equity in that project.
  • All Investments must be cash flow positive at incorporation into the portfolio.
  • A targeted blended cash on cash return from all the investments of 8% over the investment term.
  • The targeted IRR is required to be more than 11%.
  • No single building will make up more than 16.5% of the total diversified portfolio’s equity.
  • The OrbVest independent investment committee will approve each investment to be included in the diversified portfolio based on the above criteria.
  • Excess funds raised will be applied as a Mezzanine loan to OrbVest deals at an interest rate of 10% per annum to underpin the 8% yield.


Facts and figures of some of the underlying investments that make up the core of the diversified portfolio:


Investment Highlights

‚ÄčOrbVest is proud to announce that we are also introducing OrbVest Diversified Holdings (ODH). ODH allows all investors the opportunity to seamlessly invest and diversify their investment across a minimum of 8 buildings via a single investment. This immediately removes concentration risk and provides diversification across states and cities in the USA.

ODH is well aligned for all investors, whether they are retirees seeking consistent low risk returns or high nett worth investors seeking a diversification strategy to protect and grow their wealth.

ODH1 is a $2.5million investment opportunity. The equity raised will be deployed into a broad spread of our most exciting and proven existing medical buildings, with a provision for a priority equity stake in each of our new buildings from the pipeline that we have planned to close over the coming 6 months. ODH is expected to deliver a solid blended return of 8% per annum, paid quarterly, and a targeted minimum total annual return of 11% IRR. (Internal rate of return = cash dividends + capital appreciation upon sale).









 

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Invest Summary

  • Deal Type: Investment
  • Sponsor: Multiple
  • Hold Period: 5 YR
  • Estimated Investor IRR: 11%
  • Funding Goal:$2,500,000
  • Investment Type: Medical Office
  • Min. Investment: $5,000
  • OrbVest Diversified Holdings 1 Brochure

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