Our company & team

Actuarial roots.
Real estate focus.

We have been investing in real estate since 2013, beginning with single-family homes in the Greater Toronto Area and now focusing on US multifamily.

Founder & Chief Executive Officer

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%.

Co-founder & Chief Financial Officer

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.

What guides us

Our mission

Help investors create passive income and achieve financial freedom.

Help more people increase financial IQ and better enjoy life.

Our vision

Become the most client centric general partner in the universe.

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.

Actuarial roots. Real estate focus.