Acquired more than 2900 Units
AUM over USD
$360 Million
12 Multifamily Properties
Total Equity Invested Over USD $120 Million
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 2900 Multifamily units in Texas. Total asset acquired has reached $360 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
“The investment experience with Oak Real Estate Investment has been the best and least stressful we had so far with great returns! ” – Janice
Value
Our value guide us in everything we do.
Integrity
Always do what is right, not what is easy.
Value
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
Balance Between Cash Flow and Appreciation
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 markets with high potential
Population Growth
We check historical population growth, and only pick cities with the top influx of people. This is demand side of rental market and is also the fundamental driver of rent and price growth.
Job Growth
To ensure the market has solid employment, we look at a few metrics including unemployment rate, job growth, industry diversification. We are particularly interested in markets that are consistently adding high-paying jobs in various industries.
Economic Diversification
We perform extensive research and analysis on the local economy. We look for markets with more than four supporting industries. We avoid the markets with single supporting industry because its cycle will negatively impact rents and house price.
Landlord Friendly
We only invest in markets that are landlord friendly. Eviction process, landlord & tenant rights, rent control rules and property tax are all critical factors for successful real estate investment.
What to Expect from Us
Treat clients 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 Portfolio
Ranch at Sienna
Location: Houston, Texas
Type of Property: Multi-Family, Class A
No. of Units: 312
Year Acquired: 2022
Year Built: 2016
Sam Rayburn Townhomes
Location: DFW, Texas
Type of Property: New Construction Build-to-Rent, Class A
No. of Units: 118
Year Acquired: 2023
Year Built: 1984
Esencia
Location: DFW, Texas
Type of Property: Multi-Family
No. of Units: 200
Year Acquired: 2022
Year Built: 1981
Our Founder
Albert Shi
Albert Shi is Founder and Chief Executive Officer of Oak Real Estate Investment. He has been investing in real estate since 2013 and is currently focusing on Multifamily investment. Before founding his own company, Albert previously was an Actuary Director at a Fortune 500 financial company and was responsible for risk management of USD $1Billion investment portfolio.
Albert has very strict criteria when selecting investment projects. He usually selects one project out of over 100 potential projects. His investors’ referral rate and reinvestment rate are over 60%.
Albert enjoys sharing his knowledge with others. He has been sharing industry news and investment knowledge in his WeChat group for over 2 years, with over 100,000 words count.
Daisy Wan
Daisy Wan is Co-Founder and Chief Financial Officer of Oak Real Estate Investment. She has been investing in real estate since 2013 and is currently focusing on Multifamily investment. Before founding her own company, Daisy previously served as an Actuary Director at a Fortune 500 insurance company.
Daisy’s expertise is financial analysis. In addition to her background as an Actuary, she is very detail-oriented by nature. She is very familiar with every single income and expenses for the projects.
Our Happy Investors
“With trust and confidence in Albert’s capability, professional experiences and extensive knowledge, I invested in two of his projects. The investment is generating a great return, and he can be reached at any time when I have questions.” – Leo
Our Blog
Our Happy Investors
“I’ve been receiving quarterly distribution as promised and on time. And also receiving monthly email from Albert showing the updated income and expenses. The communication is smooth and transparent. I’d love to invest more or partnering with Albert.” – Iris
