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Oak Stone to Launch Residential Real Estate Fund in early 2024

In furtherance of Oak Stone's goal of providing customized investment solutions to its clients, the firm will be launching a $25mm residential real estate fund in partnership with Hillsen Homes of Dallas, TX.


The decision to launch this fund comes amidst a burgeoning demand for investment opportunities in residential real estate development, specifically in the DFW metroplex. With a buoyant economy and favorable market conditions, Oak Stone is well-positioned to capitalize on this trend and deliver substantial returns for its investors.


The fund's primary focus on residential development underscores Oak Stone Advisory's commitment to providing diversified investment options while minimizing risk. By concentrating on development projects, the fund aims to tap into the potential for significant capital appreciation as properties are built and sold.


"We are thrilled to introduce our new residential real estate fund to investors," said J. Brian Bailey, Chief Investment Officer of Oak Stone Advisory. "This fund reflects our strategy of identifying promising investment opportunities that offer attractive returns and long-term growth potential. And scaling our investments to take advantages of niches in the market that offer superior risk-adjusted returns to our clients."


Furthermore, while the fund's primary focus is on development, Oak Stone Advisory retains flexibility by allowing certain properties to be rented in specific circumstances. This versatility enables the fund to adapt to market conditions and optimize returns for investors.


Please reach for additional details.

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