Investor Document

Investment Thesis

MedVest is building a healthcare real estate fund focused on medical offices, clinics, and outpatient facilities. This document outlines the strategy and market thesis behind the fund. MedVest is still in capital formation, so this page should be read as strategy context rather than current operating results.

$4.5T

U.S. Healthcare Spending

Annual, growing 5.4% CAGR

73M

Baby Boomers

10,000 turning 65 daily

8.4%

Avg. Annual Return

Healthcare RE (10-yr)

Section I

Why Healthcare Real Estate

Healthcare real estate is one of the most resilient and growing asset classes in commercial property. Four structural tailwinds underpin our conviction.

Recession-Resistant

Healthcare expenditure is non-discretionary. During the 2008–2009 downturn, U.S. healthcare spending grew 4.4% while the broader economy contracted. Medical office vacancy remained below 8% — roughly half the rate of conventional office.

Aging Population Tailwind

The 65+ cohort will reach 80 million by 2040, consuming 3× more healthcare services than younger adults. This structural shift ensures rising demand for outpatient facilities, clinics, and medical offices for decades.

Essential Infrastructure

Unlike retail or office, healthcare facilities cannot be disrupted by e-commerce. Patients require in-person diagnostics, procedures, and consultations — anchoring demand to physical real estate.

Outpatient Migration

Procedures are rapidly shifting from hospitals to lower-cost outpatient settings. Ambulatory surgery volume is projected to grow 6% annually, creating sustained demand for the very properties MedVest acquires.

Section II

Acquisition Strategy

We target properties with established healthcare tenants in growing metropolitan areas with favorable demographics and healthcare employment density.

MOB

Medical Office Buildings

Multi-tenant physician offices near hospitals and health systems

OPC

Outpatient Clinics

Primary care, specialist, and multi-specialty group practices

ASC

Ambulatory Surgery Centers

Same-day surgical facilities performing elective procedures

UCF

Urgent Care Facilities

Walk-in clinics with established operator tenants on long leases

Value-Add Approach

A

Acquire

Identify undervalued healthcare properties with below-market rents or deferred maintenance

I

Improve

Upgrade facilities, enhance tenant services, and optimize property management operations

S

Stabilize

Increase occupancy to 95%+, extend lease terms, and grow net operating income

Section III

Revenue Model

Our income engine is built on triple-net leases — the gold standard for predictable, low-overhead commercial real estate cash flow.

Lease Structure

Triple-Net (NNN)

Tenants pay taxes, insurance & maintenance

Avg. Lease Term

7–10 Years

With 2–3% annual rent escalators

Target Occupancy

95%+

Diversified across health systems & physician groups

Distribution

Quarterly

Net rental income paid to unit holders

How Triple-Net (NNN) Leases Protect Investors

Under NNN lease structures, tenants are responsible for the three primary operating costs that typically erode landlord returns:

🏛

Property Taxes

Paid by tenant

🛡

Building Insurance

Paid by tenant

🔧

Maintenance & Repairs

Paid by tenant

Section IV

Target Returns

MedVest targets an annual yield of 6–8% from net rental income, distributed quarterly to unit holders. The table below illustrates projected annual income at various investment levels.

InvestmentUnitsAnnual Income (Low)Annual Income (High)
$25010$15/yr$20/yr
$1,00040$60/yr$80/yr
$5,000200$300/yr$400/yr
$10,000400$600/yr$800/yr

$25 per MedVest Founding Unit

Capital formation stage · Illustrative yield examples only · Distributions not guaranteed

Purchase Units

Section V

Risk Factors

All investments carry risk. Prospective investors should carefully consider the following factors before investing.

Market Risk

Real estate values may decline due to economic, local market, or sector-specific conditions.

Tenant Default

Healthcare tenants may fail to meet lease obligations, reducing rental income.

Interest Rate Sensitivity

Rising rates can increase borrowing costs and compress property valuations.

Illiquidity

Real estate investments are inherently less liquid than publicly traded securities.

Regulatory Changes

Healthcare policy or reimbursement changes may affect tenant viability.

No Guaranteed Returns

Past performance is not indicative of future results. Dividends are not guaranteed.

Ready to Invest?

Review the fund thesis, structure, and risks, then decide whether a $25 Founding Unit makes sense for you. Distributions would begin only after successful acquisitions.