MedVest is raising capital to acquire income-producing medical offices, clinics, and outpatient facilities. Founding Units start at $25. The fund is currently in capital formation, so there are no acquired properties or current distributions yet.
$4.5T
U.S. Healthcare Spending
Annual, growing 5.4% CAGR
73M
Baby Boomers
10,000 turning 65 daily
6–8%
Healthcare RE Cap Rates
Stable, income-producing assets
$25
Minimum Investment
Per MedVest Founding Unit
I — The Thesis
People need healthcare in every economic cycle. Four structural tailwinds make this one of the most compelling asset classes in commercial real estate.
U.S. healthcare spending exceeds $4.5 trillion annually and has never declined year-over-year — not during the 2008 financial crisis, not during COVID-19. Medical office vacancy remained below 8% while conventional office topped 15%.
Unlike retail or office space, healthcare facilities cannot be disrupted by e-commerce or remote work. Patients require in-person diagnostics, procedures, and consultations — anchoring demand to physical real estate permanently.
73 million Baby Boomers are entering their highest-utilization healthcare years. The 65+ cohort will reach 80 million by 2040, consuming 3x more healthcare services than younger adults — driving decades of facility demand.
Procedures are rapidly shifting from expensive hospitals to lower-cost outpatient settings. Ambulatory surgery volume is projected to grow 6% annually, creating sustained demand for the very properties MedVest acquires.
II — Fund Structure
Investors purchase Founding Units at $25 each. Pooled capital is intended to be deployed to acquire healthcare properties leased to creditworthy tenants on triple-net terms, but only after enough capital is raised and acquisitions clear diligence.
Multi-tenant physician offices near hospitals, typically 10,000–60,000 SF in suburban medical corridors.
Primary care, specialty, and multi-specialty group practices with stable patient volumes.
High-traffic, community-facing walk-in clinics with brand-name operators on long leases.
Same-day surgical facilities benefiting from the hospital-to-outpatient migration trend.
Under NNN leases, tenants — not the fund — are responsible for the three primary costs that typically erode landlord returns. This creates predictable, stable cash flows for investors.
Property Taxes
Paid by tenant
Building Insurance
Paid by tenant
Maintenance & Repairs
Paid by tenant
Lease Structure
Triple-Net (NNN)
Tenants pay taxes, insurance & maintenance
Avg. Lease Term
7–15 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
III — Projected Returns
Healthcare real estate can produce attractive income, but investor outcomes depend on the actual properties acquired. MedVest uses 7% examples for illustration only. Any quarterly distributions would depend on rental income, expenses, reserves, and board decisions after acquisitions close.
Properties generate monthly rent from healthcare tenants under NNN leases.
A modest management fee covers operations, oversight, and reporting.
After expenses, the remaining income flows to investors.
Net income is distributed to unit holders proportionally every quarter.
*Projections are illustrative and based on a blended 7% cap rate. Actual returns may vary based on property performance, occupancy, and market conditions. Past performance is not indicative of future results.
IV — Our Edge
Institutional healthcare real estate has historically required $25,000–$100,000+ minimums. MedVest opens the door to everyone.
No $25,000+ minimums. No accredited investor requirement. Purchase a Founding Unit for just $25 and own a piece of institutional-grade healthcare real estate.
We apply the same rigorous underwriting used by pension funds and REITs — tenant credit analysis, market demographics, property condition assessments, and lease audits.
We aim to provide quarterly investor updates on fund status, capital deployment, acquisitions, and property performance. We believe trust is earned through honest, plain-English reporting.
Our management fee is deducted before any distributions — what you see is what you get. We succeed when investors succeed.
V — Frequently Asked Questions
We believe in transparency. Here are answers to the questions we hear most from prospective investors.
After the fund acquires properties, net rental income is intended to be distributed quarterly, proportional to the number of units you hold. For example, if you own 10 units out of 10,000 total outstanding, you would receive 0.1% of any declared distribution. Distributions depend on actual property performance and are not guaranteed. Applicable tax documentation will be provided annually.
We target medical office buildings, outpatient clinics, urgent care facilities, and ambulatory surgical centers in growing suburban and urban markets. Every acquisition must meet strict criteria: creditworthy healthcare tenants (hospital systems, physician groups, national brands), long-term NNN leases with built-in rent escalators, properties in good physical condition, and locations with strong healthcare demand drivers like population growth, aging demographics, and hospital proximity.
MedVest's strategy is designed around several risk-mitigation layers: (1) The fund intends to invest in physical healthcare real estate with intrinsic value; (2) Target tenants are healthcare providers with essential-service demand; (3) We target long-term NNN leases of 7–15 years with contractual rent increases; (4) Diversification across multiple properties, markets, and tenant types is a goal; (5) Conservative underwriting standards. Note: MedVest is currently in capital formation and has not yet acquired properties. No investment strategy can eliminate risk.
Just $25 — the price of one MedVest Founding Unit. There is no maximum investment and no accredited investor requirement. This low minimum democratizes access to institutional-grade healthcare real estate that has historically been reserved for pension funds, REITs, and ultra-high-net-worth individuals.
MedVest plans to implement a 12-month initial hold period to allow the fund to deploy capital into properties. After that period, the fund intends to offer quarterly redemption windows where you can request partial or full redemption. This is not a publicly traded security with daily liquidity — redemption timing and availability will depend on fund liquidity and terms finalized in fund documents. Only invest capital you can commit long-term.
MedVest charges an annual management fee to cover fund operations, property management oversight, reporting, and compliance. This fee is deducted before any distributions, so any returns you receive are net of fees. Full fee details will be outlined in the fund's offering documents.
Review the structure, risks, and capital formation process, then decide if a $25 Founding Unit fits your goals. Distributions would begin only after successful acquisitions.