Our Story
Investing in real estate since 2013
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 3200 Multifamily units in Texas. Total asset acquired has reached $550 Million.
Help investors create passive income and achieve financial freedom.
Help more people increase financial IQ and better enjoy life.
Become the most client centric general partner in the universe.
Always do what is right, not what is easy.
Consistently provide value to our clients.
Truly love and excited about what we do.
Always take the high road, keep learning and improving.
“The investment experience with Oak Real Estate Investment has been the best and least stressful we had so far with great returns!”
The People Behind Oak
Albert Shi and Daisy Wan bring backgrounds in actuarial leadership and real estate investing to Oak.
More about our team
Founder & CEO
Former Actuary Director at a Fortune 500 financial company, responsible for risk management of a USD $1 billion investment portfolio.
Meet Albert
Co-founder & CFO
Former Actuary Director at a Fortune 500 insurance company, with expertise in financial analysis and a detailed understanding of project income and expenses.
Meet DaisyOur Approach
Balance Between Cash Flow and Appreciation
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.
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.
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.
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.
“The relationship with Albert feels more than an investor and a manager one, Albert goes that extra mile that makes an investor like me comfortable and trust in putting my money with him into the multifamily business.”
Where We Invest
We only choose markets with high potential
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.
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.
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.
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.
The Investor Experience
Treat clients the way we want to be treated
Regular cash distribution will be made to our passive investors once the multifamily asset is stabilized.
Through professional property management and strategical rehab, we force property value to increase and therefore bring excellent returns when we sell.
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.
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.
“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.”
Perspectives & Learning
COVID-19 already created unprecedented volatility in the economy. I have been thinking how to navigate during this risky period and manage investment risk.
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How can we recognize market tops and bottoms? Some patterns recur regularly in our environment, influencing our lives.
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Bad tenants will stop paying rents, have endless unreasonable requests or cause damage to our investment properties.
Read article“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.”
Get in touch
Learn more about Oak Real Estate Investment.
