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.
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
The Oak Stone Team
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Do I need to commit to invest in order to sign up for the investor portal?Not at all. Signing up for the investor portal simply gives you secure access to detailed fund materials, including the Private Placement Memorandum (PPM), subscription documents, and answers to common due diligence questions. There’s no commitment, no capital transfer, and no pressure — just full transparency. If you’re considering an investment or want to evaluate the fund more seriously, the portal is where you’ll find everything you need to make an informed decision. 🔐 Think of it as opening the data room, not signing a check.
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What makes Oak Stone Different?Oak Stone Capital combines real institutional real estate experience with a highly efficient, vertically-integrated development platform. Our team has decades of transactional and operational experience, and we’ve structured the fund to maximize transparency, minimize delays, and align interests through a performance-driven model that aligns interests between all constituents. Unlike many real estate funds, we don’t rely on lengthy entitlements or rental income; our projects are fast-moving, margin-focused, and exit-oriented.
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Who Can Invest?Only verified accredited investors, as defined by the SEC under Rule 501 of Regulation D, are eligible to invest in Oak Stone Development Fund I LP. Accreditation can be verified through income, net worth, or holding certain professional licenses. The fund will require formal verification via third-party or documentation review before accepting subscriptions.
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Can I invest through my IRA, 401k, or via some other retirement account?Generally retirement accounts cannot invest due to the leverage we utilize in our investment strategy. However, self employed individuals are able to invest through a Solo 401k. If interested, please contact us and consult your tax advisor regarding this possibility.
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What is the Minimum Investment?The fund's minimum investment is $25,000 though typical investments range from $50,000 to $250,000. This level was chosen to provide broader access to qualified individuals while ensuring operational efficiency in onboarding and investor servicing. If interested, we'd welcome the opportunity to discuss Oak Stone's offerings with ou and how they might add to your current investment portfolio.
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What are the Expected Returns?The fund targets a gross internal rate of return (IRR) of 35%+ and a multiple on invested capital (MOIC) of greater 4.5x over a three to five year period. These projections are based on the redevelopment and resale of undervalued homes in high-demand neighborhoods and assume conservative sales price appreciation. However, past experience is no guarantee of future results and all investments entail some degree of risk, please due your own due diligence before commiting to invest in the fund.
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How often are Distributions Made?Distributions are expected to begin around month 13 of the fund’s life and are expected occur monthly thereafter. These distributions will correspond to the completion and sale of individual projects within the portfolio, with the bulk of proceeds realized later in the life of the Fund.