Capabilities

Our team strives to acquire and operate real estate assets that meet or exceed our investors’ expectations through our core competencies.

Investment Management

Oak & Shield strives to provide investment opportunities that create lasting value and above-average returns for our investors. We are driven to acquire income-producing real estate assets that meet or exceed our investment criteria. We have worked tirelessly to develop iron-clad due diligence and research processes to evaluate each property based on underlying asset values and risks associated. Once under our management, our team oversees all aspects of an asset ensuring it is operated at the highest level.

As investors ourselves, we understand our investors’ needs, desires, and expectations. We know the amount of detail and level of professionalism required and expected. We are committed to creating an optimal investor experience while providing total transparency at all stages in the investment management process.

Acquisitions & Dispositions

Oak & Shield evaluates industrial and multifamily investment opportunities throughout Central Florida to find exceptional, risk-adjusted real estate assets in high-growth markets. We employ an analytical underwriting approach focused on an investment’s ability to generate additional value and cash-flow. This approach allows us to profitably hold assets until the optimal divestment opportunity arises.

Oak & Shield has established a reputation for being a company that can be counted on. Our close relationships with equity partners and lenders give us an advantage to move quickly and offer attractive terms to any seller. In the end, we do what we say we are going to do with integrity throughout the entire transaction process.

Investment Opportunities

Oak and Shield specializes in providing investors with passive yet predictable cash flows and returns through the acquisition, management, and operation of underperforming and value-add real estate.

Our investment opportunities are generally offered through funds, syndications, and private placements.

Become An Investor

Our investment process is based on providing our investors with the highest possible amount of security while still maintaining competitive returns in today's investment market. Contact us if you are interested in investing or have questions about our investment process.