Over 2000 Units
Over USD $200Million
Asset Acquired
8 Properties
Over USD $50Million
Equity Invested
About Our Company
Our company has been investing in real estate since 2013. We started from investing single family home in Great Toronto Area. We are currently focusing on the US multifamily and have acquired over 2000 Multifamily units in Texas. Total asset acquired has reached $200 Million.
Mission
- Help investors create passive income and achieve financial freedom.
- Help more people increase financial IQ and better enjoy life.
Vision
- Become the most client centric general partner in the universe.
Our Happy Investors
Value
Our value guide us in everything we do.
Integrity
Always do what is right, not what is easy.
Value
Strive to consistently provide value to our clients.
Passion
Truly love and excited about what we do.
Excellence
Always take the high road, keep learning and improving.
Our Investment Strategy
Market Selection
We have a set of very strict criteria when it comes to market selection. It covers various aspects from fundamental economics to local real estate market, which will be discussed in later sections. All the criteria ensure ongoing positive cash flow and possible future appreciation.
Property Acquisition
We spend a significant amount of time searching and analyzing great deals. Our actuarial background has helped us in financial modeling and analyzing deals. All assumptions that go into financial projections are conservative, and stress testing are performed on key assumptions.
Add Value
We work with professional property management company and construction company to increase value of the property. As an asset manager, we closely monitor their performance, and make sure everything is carried out according to business plan.
Cash Out
Once we have successfully execute the business plan, we will sell the asset to realize profit for our investors. We work with top level professional real estate brokers in order to achieve best price.
How We Select Market?
We only choose the markets with high potential
What to Expect from Us
Treat our investors the way we want to be treated
Stable Cash Flow
Regular cash distribution will be made to our passive investors once the multifamily asset is stabilized.
Long Term Appreciation
Through professional property management and strategical rehab, we force property value to increase and therefore bring excellent returns when we sell.
3-5 Year Exit
Our target is to execute business plan, improve and sell the property in 3-5 years. This means that our investors will have initial capital and profit back in 3-5 years.
Excellent Communication
Warren Buffett said he treats his investors the way he wants to be treated. We strive to do the same. Therefore, we will always put our investors interest first and always be there when you need any help.
Our Happy Investors
Our Portfolio
Esencia
Location: DFW, Texas
Type of Property: Multifamily
No. of Units: 200
Year Acquired: 2020
Year Built: 1981
McCallum Glen
Location: DFW, Texas
Type of Property: Multifamily
No. of Units: 275
Year Acquired: 2020
Year Built: 1985
The Estates at Westchase
Location: Houston, Texas
Type of Property: Multifamily
No. of Units: 307
Year Acquired: 2021
Year Built: 1980
Our Founder
Albert Shi
Albert Shi is Founder and Chief Executive Officer of Oak Real Estate Investment. Albert previously served as an Actuary Director at Sun Life Financial (Canada’s Top 3 Insurance Company). He has been investing in real estate since 2013 and is currently focusing on Multifamily investment.
Albert received credentials and degrees:
Fellow of the Society
of Actuaries (FSA)
Chartered Enterprise
Risk Analyst (CERA)
Master of Actuarial Science,
University of Waterloo
Bachelor of Engineer and
Finance, McMaster University
Our Happy Investors
Our Blog
Our Happy Clients!
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