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Health Wealth Fund One Series 3

Health Wealth Fund One Series 3, Medical property 1
Health Wealth Fund One Series 3, Medical property 2
Health Wealth Fund One Series 3, Medical property 3
Health Wealth Fund One Series 3, Medical property 4
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Health Wealth Fund One Series 3

by Health Wealth Capital · offered through Vestus Capital

20.0%target IRR
$100KMin
5 yrsHold

The short version

Health Wealth Capital is raising $40M for a medical fund across 5 states that buys and holds property for the rent. You own units in the fund rather than any one property. It holds 8 properties. It is a closed fund — once the raise is met it stops taking money in. The minimum is $100K, distributions are monthly, and the target hold is 5 years. Health Wealth Capital estimates year 1 depreciation at 60% of what you invest; how much of it you can use depends on your own taxes.

Meet the team behind it

A private deal is a bet on the people running it — who they are, what else they've done, and whether this deal looks like it.

Health Wealth Capital Lead operator

Runs the deal day to day and owns the business plan.

Vestus Capital Capital raiser

Raises capital and refers investors; not the operator or asset manager.

View firm
Properties in this fund

8 properties

8 of 8 located to the building · property facts sourced for 0 of 8.

Across 5 states

1 MAXILLOFACIAL SURGERY CENTER 1004 Oak Dr., Richmond, IN
2 ABC DENTAL SURGERY CENTER 1009 E Seminary Dr, Fort Worth, TX
3 Orthodontic Partners & Nevins DMD 454 McQueen Smith Rd S, Prattville, AL 36066
4 Airport Freeway Animal Emergency Hospital 833 W Airport Fwy, Euless, TX 76040
5 Chester Dental Arts 31 Main St., Chester, NJ 07930
6 Orthodontic Partners 4164 Carmichael Rd, Montgomery, AL 36106
7 P1 Dental Partners & Dermatology Associates of Evansville 1212 Professional Blvd, Evansville, IN 47714
8 Bisconti Orthodontics 908 Sahara Trail, Youngstown, OH 44514

Investment Options

ClassPreferred ReturnTarget IRRYear-1 Cash FlowEquity MultipleProjected Year-1 DepreciationMinimum InvestmentHold Period (Years)LP / GP Split
Class A8.0% 20.0% 8.0% 2.00x 60.0% $100K 5 yrs 80/20
Class B9.0% 20.0% 8.0% 2.00x 60.0% $500K 5 yrs 20/80

16 of 16 terms sourced.

How it’s taxed

What you file, and what you could owe, depends on the account you invest from.

The tax form you receive K-1
Potential income tax deduction No
Does the deal use debt? Not available yet
Accepts IRA money Not available yet
Taxed as a REIT Not available yet
Tax inside an IRA Not available yet

General tax information, not tax advice. Your situation can differ: ask your tax adviser or your IRA custodian.

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Health Wealth Fund One Series 3

by Health Wealth Capital · offered through Vestus Capital

Medical · Buy & Hold · Fund

$10.0M of $40.0M left

Recorded Aug 13 · reported by the firm

From their documents

Target 20.0%
Minimum $100K
Plan fit —

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