Create Passive Income
&
Long Term Wealth
Through Multifamily Investing
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 1900+ units in Texas. Total asset acquired has reached $200 Million.
Principles
Our principles guide us in everything we do.
Integrity
Always do what is right,
not what is easy.
Passion
Truly love and excited about what we do.
Value
Consistently provide value to our clients.
Excellence
Take the high road, keep learning and improving.
Our Investment Strategy
We strive to find a balance between cash flow and appreciation, by focusing on properties that is currently generating positive cash flow with future appreciation potential. Appreciation provides exceptional return, while positive cash flow is foundation of real estate investment. We hunt for great deals and provide double digit return to our passive investors. We primarily focus on value-add investment opportunities on Class B/C properties, for both excellent upside potential and downside protection.
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 rental market, which will be discussed in later sections. All of the criteria ensures 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 testings 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 professional real estate brokers in order to achieve best price.
Market Selection Crietria
Population
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.
Employment
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.
Demographics
We perform research and analysis on the demographics, including household income, age distribution and crime rate. We look for markets with good household income and low crime rate to ensure stability of the asset.
Rental Market
We only pick markets that have high rent growth and low vacancy rate. Additionally, we also review construction building permit trend to ensure local market will not be over supplied.
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 too. Therefore, we will always put our investors interest first and be transparent.
What to expect from us
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
Get In Touch
AlbertShi.Investor@gmail.com
Albert_Invest
Address
467 Speers Road, Oakville, ON, Canada