At times when global markets are falling, inflation is rising and there are no clear signals on whether to buy or sell – like now – a diversified portfolio that includes an alternative asset class looks appealing. In OrbVest's view, medical real estate in the US can be considered a "safe-haven asset" because it offers a stable income stream alongside wealth preservation.
Medical tenants are reluctant to move, so they enter into long-term leases. With net leases commonly in place (i.e. costs are for the account of the tenant) and escalation clauses generally built into the leases, these medical real estate assets offer attractive US dollar returns and protection against inflation.
OrbVest has now made this even more attractive for South African investors, with a minimum investment size of just $1,000 and the ability to invest into OrbVest Diversified Holdings (ODH), spreading risk beyond a single tenant or building.
To help us understand more about the OrbVest business, Justin Clarke (Operational Director at OrbVest) joined me on this episode of Ghost Stories. Before delving into this asset class and the structure behind the investment opportunity, Justin shared his fascinating back-story as the founder of Private Property. The business managed to survive two global crises and attracted funding from Tiger Global Management as part of a wild journey of building a tech platform during the early days of the internet.
This episode includes great insights into Justin's life as a founder and now his role at OrbVest, so there's truly something here for everyone.
Click here to read more about OrbVest. Please remember that past performance is no guarantee of future returns. OrbVest SA (Pty) Ltd is a registered FSP with registration number 50483.
This episode of Ghost Stories is brought to you by Fedgroup, a diversified financial services group offering a range of financial products across investment,...
With the release of interim results for the six months ended February 2023, Purple Group is reflecting the broader economic and social issues that...
For investors who are looking for Japanese (Nikkei 225) or European (Euro Stoxx 50) exposure, Investec has launched two new structured products that provide...