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
INVESTORS MAKE MONEY 4 WAYS
CASHFLOW
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
Unlike single family homes, a multifamily property is a business valued primarily by its Net Operating Income (NOI), not property comps.
AMORTIZATION
In addition to cash flow and appreciation, additional equity is built up as the the mortgage is paid down each month.
DEPRECIATION
Investors benefit from tax benefits such as accelerated depreciation, possible 1031 exchanges into new projects, and tax-free distributions from refinances.
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
Core/Core Plus
- 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
Value-Add
- 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
Opportunistic
- Examples: Ground up development, repositioning a buiding from one use to another, distressed properties
- 10% of return from Income / 90% from Sale
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
