Investor explainer

If you buy a MedVest unit today, what exactly happens next?

This page is meant to answer that plainly. MedVest is in capital formation. No properties have been acquired yet. Buying a Founding Unit today means buying into the fund before the first acquisition, not buying a share of a property that is already producing rent.

What a unit represents

Price

$25

per Founding Unit

Ownership

Fractional interest

in the MedVest fund, not direct title to a single property

Cash flow rights

Quarterly distributions

only if and when the fund has distributable cash after acquisitions

Current stage

Capital formation

MedVest is currently raising capital and building its first portfolio. That means:

  • • there are no owned properties yet
  • • there is no current rental income to distribute
  • • acquisition timing depends on capital raised and deal execution

Process

How capital is intended to move through the fund

The goal is straightforward: raise capital, acquire healthcare properties with durable leases, collect rent, pay expenses and reserves, and distribute any remaining cash pro rata.

Step 1

You buy Founding Units

You purchase one or more $25 Founding Units through Stripe. Today, a unit represents a fractional interest in the MedVest fund and a pro-rata right to future quarterly distributions if the fund acquires income-producing properties and has distributable cash.

Step 2

Capital is pooled during formation

MedVest is currently in capital formation. No properties have been acquired yet. Investor capital is pooled so the fund can pursue its first healthcare real estate acquisition once there is enough capital to do so responsibly.

Step 3

Properties are sourced and underwritten

Before any acquisition, MedVest reviews tenant quality, lease terms, physical condition, location, expected cash flow, and downside risks. The intention is to buy healthcare properties with long-term tenants and economics that support durable income.

Step 4

Capital is deployed into acquisitions

After the fund reaches a workable capital base, MedVest intends to close on its first property and then continue building a portfolio over time. Acquisition timing depends on capital raised, property availability, diligence findings, financing conditions, and closing logistics.

Step 5

Rent flows into the fund

Once properties are acquired and leased, tenants pay rent to the fund. From that income, the fund pays property-level costs, fund expenses, and reserves. Any remaining distributable cash may be paid to unit holders pro rata as quarterly distributions.

Use of capital

What investor capital is intended to fund

  • Property acquisitions and closing costs
  • Due diligence such as inspections, legal review, and underwriting
  • Working capital and prudent reserves
  • Fund administration, reporting, compliance, and operating expenses

The exact mix can change based on market conditions, the first acquisition opportunity, and the operating needs of the fund.

Timeline assumptions

What timing MedVest is aiming for

Near term

Continue capital formation and acquisition underwriting.

After a workable capital base is reached

Pursue the first closing. Earlier pages referenced a 90-day target after hitting the capital threshold; that should be read as a working goal, not a guarantee.

After the first acquisition

Rental income may start flowing into quarterly distributions once the property is producing cash and the fund has covered expenses and reserves.

Distribution mechanics

How rent could become quarterly distributions

1. Rent is collected

Healthcare tenants pay rent to the fund after acquisitions close.

2. Obligations are paid

Property-level costs, administration, and required reserves are covered first.

3. Remaining cash is measured

The fund determines whether there is distributable cash for the quarter.

4. Unit holders are paid pro rata

If a distribution is declared, investors receive their proportional share based on units owned.

What is not guaranteed

The risks to understand before investing

  • No acquisition has happened yet, so there is currently no rental income being generated.
  • Timeline assumptions are estimates, not promises. Capital raising or acquisitions may take longer than expected.
  • Distributions are not guaranteed. They depend on completed acquisitions, occupancy, rent collections, expenses, and reserves.
  • Real estate values can decline, tenants can default, and properties can underperform.
  • This is not a liquid, publicly traded investment. Redemption timing depends on fund terms and available liquidity.
  • Any target yields or examples on this site are illustrations only, not commitments.

Read this first if you want the clearest picture of MedVest.

If the question in your head is “what happens to my money after checkout?”, this is the page to start with.