About Oak Stone Capital
Oak Stone Capital creates high-return real estate strategies built on experience, transparency, and execution. Our latest fund offering targets 35%+ IRRs through premier residential redevelopment.
Experience
Decades of real estate, investment, structuring, and construction expertise across market cycles.
Track Record
Proven history of high-return residential development projects in competitive markets.
Transparency
Clear investor communications, performance-based fees, and aligned incentives.
Target Returns
Structured to deliver 30%+ IRRs and 3.5x MOIC through efficient project execution.
This is why experienced investors trust Oak Stone to deliver performance where it counts!
About the Oak Stone Development Fund I LP
A purpose built private investment fund targeting premium redevelopment opportunities in the most exclusive neighborhoods of the Dallas/Fort Worth Metroplex, with projected IRRs of 35%+ and monthly distributions beginning in Month 13.
Investment Manager
Oak Stone Advisory LLC
Minimum Investment
$25,000 though typical investments range from $50,000 to $250,000. No Capital Call structure.
Fund Term
3-years, subject to two 1-year extensions, with capital returned beginning in Month 13
Target IRR / MOIC
35%+ IRR / 3.5x MOIC
Management Fee Structure
2.0% Base Management Fee
20% Profit Participation contingent on 15% IRR
Structure Summary
Oak Stone Development Fund I LP is a $25 million private investment vehicle designed to efficiently and profitably acquire, redevelop, and sell premium residential properties in the most affluent neighborhoods of the Dallas/Fort Worth Metroplex. Neighborhoods benefitting from structural safeguards and power demographic trends that create a defensive investment environment with above average return potential.
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Investor Capital will be diversified across between 30 and 50 individual development projects over the life of the fund, with capital deployed evenly following closing of the fund. Each project is expected to return capital in approximately 14 months with monthly distributions to investors beginning in Month 13. The fund targets a net IRR, after management fees, of approximately 35% with a net MOIC in excess of 3.5x.
Fund Summary
How It Works
Near Luxury Residential Re-Development
Source
We identify demolition ready properties in Dallas's most exclusive neighborhoods that meet our stringent investment criteria.
Develop
Using our efficient build process, we transform the lots into near luxury residences.
Sell
Properties are listed and sold into a high-demand, low-supply market by our best in class realty partners.
Distribute
Proceeds, while initially reinvested, are distributed to investors starting in Month 13.
Watch the Overview
Oak Stone discusses Near Luxury Residential Re-Development
