How It Works

JOIN OUR LIST

Get started by joining our investor list

CONNECT

Once we get to know each other, we can start sending you deals

INVEST

Whenever you are ready to invest, we are there to guide you every step of the way

SIT BACK

Enjoy truly passive income in the form of monthly or quarterly distributions

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INVESTORS MAKE MONEY 4 WAYS

CASHFLOW

from operations

Positive cash flow from the property is typically distributed to investors quarterly and in lump sum payouts at time of sale and/or refinancing.

APPRECIATION

from capital & operational improvements

Unlike single family homes, a multifamily property is a business valued primarily by its Net Operating Income (NOI), not property comps.

AMORTIZATION

to build equity

In addition to cash flow and appreciation, additional equity is built up as the the mortgage is paid down each month.

DEPRECIATION

& other tax benefits

Investors benefit from tax benefits such as accelerated depreciation and cost segregation, possible 1031 exchanges into new projects and tax free return of initial equity.

INVESTMENT APPROACH

  • We focus on value-add multifamily opportunities in markets with strong fundamentals and landlord friendly laws
  • We invest in the path of progress with strong growth indicators
  • We focus on recession-resilient properties that have historically performed well in all market cycles
  • We invest with experienced operators that have proven track records of success

WHY VALUE-ADD REAL ESTATE?

Superior Risk-Reward Profile

Return

Core/Core Plus

2-7%
  • Turnkey Class A properties that require few changes
  • Most of the returns are generated form cash flow: 70% of return from cash flow / 30% from appreciation
Least Flexible

Value-Add

15-20%
  • Making operational and capital improvements to Class B and C Properties to increase income and property value
  • 40% of return from Income / 60% from Sale
Highest Level of Cash Flow and Flexibility

Opportunistic

20%+
  • Examples: Ground up development, repositioning a buiding from one use to another, distressed properties
  • 10% of return from Income / 90% from Sale
Most Speculative
Risk (measured by variability of return)

Investing in 12 Oak deals allows me to take profits from my business to build passive income. I've invested with them for over the last three years and have been impressed with not only the returns, but the professionalism, communication and transparency. I look forward to partnering with 12 Oak Capital for years to come.

Troy Johnston, Co-Founder Seller.Tools

Alex’s track record speaks for itself and I’ve been grateful to have the opportunity to invest alongside him in multiple 12 Oak deals. As I’ve shifted more of my portfolio away from traditional investments and into real estate, I’m now targeting a much earlier retirement date because I see the path to generating the passive income I need to be financially free.

Tyler Green, American Digital Security

Investing in 12 Oak deals has allowed me to scale my real estate portfolio beyond single family rentals. I love that it allows me to be completely passive so I can focus my time and energy on growing my business.

Anthony Houska, Crane Insurance