latest deal
Our professional team of asset managers, property managers, and in-house construction crews manage all aspects of the deal.
Class A
Under Construction
Invest nowThe Reserve at Bentonville
background
- 312 unit ground-up development
- Bentonville, AR
- Oak IQ created a strategic relationship with local developer and provided injection of equity to capitalize the project
- Vertical construction scheduled to begin 2024
Financial Info
- Projected IRR: 16-20%
- Projected Equity Multiple: 2- 2.3X
Watercolors of Centerton
background
- 376 unit Class A multifamily near Bentonville AR
- Sourced off-market direct from developer
- Negotiated a multi-phase closing as the phases reached CO
- Voted “The Best Apartment Complex” in 2023 by bestnwa.com
Financial Info
- Projected IRR: 16-18%
- Projected Equity Multiple: 2.1x
Value Add
Villa Park Apartments
background
- 94 unit multifamily building in Kansas City, MO
- Oak IQ was awarded the deal through strong broker relationships, even though our offer price was lower than competing offers
- Property well-maintained by previous long-term owner
- In process of full renovation of units and rebrand of the community
Financial Info
- Projected Equity Multiple: 1.9X
Mission Manor
background
- 95 unit Multifamily in Kansas City
- Located near the booming University of Kansas Medical Center
- More than 70% of the units have 2 beds (In demand)
- Management Currently spending over 75% of income as expenses which is severly high.
Financial Info
- Projected Equity Multiple: 1.9 to 2x in 5 years.
The Parks
background
- 96 unit multifamily property in South KC
- Heavy value-add opportunity
- Complete interior/exterior renovation and rebrand of complex
Financial Info
- Projected Equity Multiple: 2.1x
Rockhill Terrace
background
- 28 unit brick building in historic Midtown KC
- Sourced off-market
- Negotiated multi-year Master Lease and Purchase Option with predetermined purchase price
- Currently managing property with plan to increase rents and perform light renovations
Financial Info
- Renovation: TBD
Windsong Apartments
background
- 69 unit multifamily building in prime location in Kansas City, MO
- Sourced off-market through broker relationships
- Property below market rents anddeferred
- Plan is to address deferred-maintenance, exit the LURA in 2022 and raise rents to market
Financial Info
- Projected Equity Multiple: 2.0x
- Estimated hold period: 5 years+
Northpark Court
background
- 48 unit multifamily property in North KC
- Light value-add deal with below market rents
- Adding washers/dryers in units, cosmetic rehab
Financial Info
- Projected equity multiple: 2.1x
Managed
Invest nowMetcalf 56/Maple Hills
background
- A 91 unit multifamily property in Overland Park, KS which isone of the most desirable places to live in the KC metro.
- Located just off Metcalf Ave which is a major artery thatconnects North and South Overland Park.
- Class B+ area with median household income of over$70,000 which attracts a strong tenant base.
- Just out of a 15-year long rent control restriction whichallows for rents to be raise to market level.
- Rents are significantly under market (nearly a S400/unitupside).
Financial Info
- Projected Equity Multiple: 2.1x
Exited
Invest nowBelton 20
background
- Acquired 20 identical townhomes (5 fourplex buildings) on same street
- Townhouses were sourced off-market through direct marketing
- Closed at the beginning of COVID19 duringcity wide lockdowns
- Acquired the buildings as separate transactions and compiled them together as a package for 1031 buyer exchange
Financial Info
- Hold period: less than 12 months
- Equity Multiple: 2.51x (251% ROI)
Exited
Invest nowPlaza 10
background
- 10-unit building 2 blocks West of Country Club Plaza
- Class A asset
- All-brick building with premium finishes, gated courtyard, saltwater pool and gym
- Building was converted to condos in 2005
- Oak IQ negotiated with 7 separate condo owners and acquired all 10 units including the common areas, dissolved the HOA, and converted the property back to a 10-unit multifamily property
Financial Info
- Packaged and immediately resold to 1031x buyer for a profit
Exited
Invest nowKU Med 6
background
- 6 unit multifamily building
- Sourced off-market
- One of hottest rental markets in KC
- Renovated exterior & interiors to premium finishes
Financial Info
FAQ
Passive real estate investment is a form of investing in which an individual invests their money in real estate assets without actively managing or operating the property. The investor invests capital, while an operator, such as Oak IQ, manages all aspects of the deal. Oak IQ takes care of acquisition, holding the debt, managing construction for renovation projects, and property management to take care of day-to-day operations, such as tenant screening, rent collection, and property maintenance.
The benefits of becoming a passive investor with Oak IQ are numerous. The biggest benefit for many investors is "time freedom" — The ability to grow wealth and income through real estate without demand on your time. As a passive investor, you can also receive numerous tax benefits, the potential for strong returns, recession-resistance, the preservation of capital (hedge against inflation) and more. To learn more, be sure to register for our Exit to Freedom Webinar. We cover these benefits in detail.
As with all investments, passive real estate investments carry risk. On a risk-adjusted basis, "group investment" deals with seasoned operators like Oak IQ have statistically outperformed DIY real estate investments. We highly recommend doing your own due diligence before investing in any of our deals, and we go to great lengths to ensure you have all the information you need to make the best decision. However, it is always prudent to consult with your trusted financial advisor and tax professional before investing.
Real estate is largely an illiquid investment. This is why it is such a powerful hedge against inflation, and a great way to preserve hard-earned capital from deterioration. Each of our deals have a projected hold period, usually 3-5 years. We tell our investors to expect their capital to be tied up for the projected hold period. It's possible we may exit a deal sooner than the projected hold period, if it is in the best financial interest of investors to do so.
Our group investment deals have a required minimum investment. That amount can vary, but a typical deal has a required minimum investment of $50,000.
Yes! We focus on providing the very best group real estate investments possible. Our primary investors are entrepreneurs, but you don't have to be an entrepreneur in order to invest with Oak IQ. If you're interested in learning more, click here to schedule a call.
The Reserve at Copper Creek
289 Unit Luxury Apartment Development