Investment Strategy

Oak & Shield is seeking opportunities to acquire small to mid-size Class C and B industrial and multifamily properties in Central Florida. It is our goal to find exceptional, risk-adjusted assets in high-growth markets with a focus on value-add opportunities.

As an owner, investor, and operator, we are keyed into the process of purchasing and selling properties. Our process allows us to find undervalued and off-market opportunities.

We pride ourselves on our network of vendors and professionals and our first-hand knowledge of our markets. Investors choose to work with us because we have a track record of executing deals with competency and efficiency.

Purchase Criteria

How We Add Value

Sourcing Off-Market

We don’t participate in auctions or bid processes when it comes to acquiring deals. Instead, we focus our energy on reaching real estate owners directly and creating strategic broker relationships that allow us to have a first look. This ultimately allows us to buy assets under market value.

Market to Market Rents

We often buy properties that have tenants paying well below market rents. We bring rents to market rates as leases come up for renewal.

Leasing Vacancies

Our asset management platform, leasing broker relationships, construction relationships, and property management relationships allow us to lease-up vacancies quickly.

CapEx Improvements

We work to complete CapEx improvements quickly and on-budget. We manage construction projects in-house to enhance the appeal and lifespan of our properties.