Investor FAQ

Your Questions, Answered Honestly

We believe trust is built through transparency, not marketing. Here are candid answers to the questions every investor should ask before putting money into any fund — including ours. If you want the clearest step-by-step explainer first, read How your money is used.

01

What am I actually buying? What stage is the fund in?

You are buying Founding Units at $25 each in the MedVest healthcare real estate fund. Each unit represents a fractional ownership stake in the fund.

Honest status: We are in the capital formation stage.

No properties have been acquired yet. Your investment goes into the fund's capital pool during formation. Earlier materials referenced a 90-day post-threshold acquisition goal; treat that as an operating target, not a guarantee. Dividends can only begin after a successful acquisition and if the fund has distributable cash.

What you receive as a Founding Unit holder

  • Fractional ownership in the MedVest fund
  • Pro-rata claim on future quarterly distributions if properties are acquired and the fund has distributable cash
  • Quarterly updates on capital formation, acquisitions, and fund progress
02

When will I start earning dividends?

Dividends begin after the fund acquires its first property. Here is the timeline we are working toward:

1

Capital Formation

Raise enough capital to responsibly pursue the first acquisition (current stage)

2

First Acquisition

Pursue and close the first healthcare property once capital and diligence support it

3

First Distribution

Quarterly distributions may begin after acquisition if the fund has distributable cash

Important: These are target timelines, not guarantees. If the fund does not reach its capital target, acquisition timelines will be delayed. We will communicate progress via quarterly investor updates.

03

Is this legit? Where does my money go?

This is a fair question for any early-stage investment. Here is exactly how the fund works:

Who operates this fund

MedVest is operated by MedVest Capital LLC, a healthcare-focused real estate fund. You can reach us directly at invest@medvest.nanocorp.app. We answer every investor email personally.

How funds are held

Your payment is processed by Stripe. Capital is pooled for the fund's formation, acquisitions, diligence, reserves, and administration. Money is intended to be deployed only into properties and fund activities that fit our underwriting approach.

What you receive

  • Confirmation email with your investment details
  • Quarterly investor updates on fund progress
  • Transparent reporting on capital deployment and acquisitions

Transparency commitment

We aim to provide plain-English quarterly updates on fund status, acquisitions, and capital deployment. We believe trust is earned through transparency, not marketing claims.

04

What properties will you buy?

MedVest targets medical office buildings, urgent care centers, and outpatient clinics — the backbone of America's healthcare delivery system.

MOB

Medical Office Buildings

Multi-tenant physician offices near hospitals and health systems

UCF

Urgent Care Centers

Walk-in clinics with established healthcare operator tenants

OPC

Outpatient Clinics

Primary care, specialist, and multi-specialty group practices

Acquisition criteria

FactorTarget
Lease structureTriple-net (NNN) — tenants pay taxes, insurance & maintenance
Lease term7+ years remaining
Tenant qualityEstablished healthcare operators, health systems, physician groups
LocationSunbelt markets with strong population growth
Cap rate6.5% – 8.5%
Property size$400K – $1.5M per property

Current status: We have identified 5 properties in our pipeline across Atlanta, Tampa, Dallas-Fort Worth, Phoenix, and Raleigh-Durham. No properties will be acquired until the fund reaches its capital target.See target properties →

05

How are dividends calculated?

Once properties are acquired, MedVest distributes quarterly dividends based on actual net rental income.

Step 1

Collect

Gross rental income from all portfolio properties

Step 2

Deduct

Fund expenses (management fees, legal, accounting, reserves)

Step 3

Distribute

Net income distributed proportionally by unit count

Step 4

Deposit

Distributions paid to investors after quarter end

6–8%

Target annual yield (not guaranteed)

Quarterly

Distribution frequency (after first acquisition)

Remember: Dividends are not guaranteed and depend on property performance, occupancy, and expenses. The target yield is a projection based on the healthcare RE market, not a promise.

06

Can I get my money back? Is there a lock-up?

MedVest plans to implement a 12-month initial hold period. After that, the fund intends to offer quarterly redemption windows.

Planned redemption process (after 12 months)

1

Request

Submit a written redemption request before the quarterly window

2

Review

Fund manager reviews available liquidity and processes your request

3

Payment

Approved redemptions paid after the quarter close, subject to fund liquidity

Why a hold period?

A hold period allows the fund to deploy capital into properties rather than holding it as cash. Real estate is inherently illiquid — this is not like selling stocks. Redemption terms will be detailed in the fund's offering documents. In periods of high redemption demand, requests may be fulfilled proportionally over subsequent quarters.

Bottom line: Only invest capital you can afford to commit long-term. Exact redemption terms will be set in fund documents.

07

What are the risks?

Every investment carries risk. Here are the specific risks of investing in MedVest:

Early-Stage Fund Risk

MedVest is in capital formation. No properties have been acquired yet. If the fund does not reach its target, timelines will be delayed.

Real Estate Market Risk

Property values can decline due to economic downturns, rising interest rates, or local market conditions.

Vacancy & Tenant Risk

If a tenant vacates or defaults, rental income is reduced. We mitigate by targeting long-term NNN leases with creditworthy healthcare operators.

Liquidity Risk

This is not a publicly traded security. MedVest plans an initial hold period, and even after that, redemption depends on available liquidity and fund terms.

No Guaranteed Returns

The 6-8% target yield is a projection based on market data, not a guarantee. Actual returns could be higher, lower, or zero.

Concentration Risk

The fund focuses on healthcare RE only. While this gives sector expertise, it is not diversified across other asset classes.

Our approach to risk: We mitigate through strict acquisition criteria, long-term NNN leases, geographic diversification, cash reserves, and transparent quarterly reporting. But mitigation is not elimination — only invest what you can afford to lose.

08

What is the minimum investment?

$25

per Founding Unit

Buy 1 unit or 100. No maximum. No accreditation required.

We set the minimum at $25 so that anyone can participate in healthcare real estate investing — an asset class traditionally restricted to institutional investors and the ultra-wealthy. You can purchase additional units at any time to grow your position.

Planning Resources

Thinking about how to cover medical bills or larger expenses? Compare personal loan options on Lendpath — free to browse, no hard credit pull.

Ready to Join?

Founding Units are $25 each. No accreditation required. You are investing at the ground floor of a healthcare real estate fund.