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MULTIFAMILY INVESTING EDUCATION

CURIOUS TO SEE HOW $100,000 INVESTED IN REAL ESTATE VS. THE STOCK MARKET PERFORMS OVER 15 YEARS...?

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STEPS IN A MULTIFAMILY INVESTMENT

ACQUISITION

VALUE - ADD

STABILIZE

DISPOSITION

 

HOW INVESTORS MAKE MONEY

Fish

CASH FLOW

Aerial View of Surfers

APPRECIATION

Seaside

AMORITIZATION

Stoney Beach

DEPRECIATION

Sail Boats

DISPOSITION

 
 
Boats in the Bay

Why Invest with Four Oaks?

Passive

Income

As a passive equity investor you'll receive consistent income distributions directly to you bank account

Lucrative ROI's

Targeted Returns:

14%+ IRR

8%+ COC

2x+ ROI

Recession Resilient

Avoid the cyclical nature and unavoidable risk of standard equities. Invest in tangible assists that perform in all market cycles

Tax Benefits

Every investment involves the creation of it's own LLC of which you the investor are a shareholder allowing for pass-through depreciation of the assets providing significant tax benefits

Funding Options

Investors can use CASH

Self-Directed IRA's

Solo 401k's

Simple IRA's

Trusts

or

LLC's

TAX BENEFITS OF INVESTING IN REAL ESTATE

DEPRECIATION

COST SEGREGATION

DEPRECIATION RECAPTURE

BONUS DEPRECIATION

CAPITAL GAINS

ANNUAL TAX STATEMENTS

DISCLAIMER: THIS IS FOR YOUR INFORMATION ONLY.  FOUR OAKS CAPITAL IS NOT A TAX ADVISORY FIRM, WE REFER ALL TAX-RELATED QUESTIONS  BACK TO ACCOUNTANTS.

 WE WILL REITERATE THAT INVESTORS OFTEN SEEK REAL ESTATE OPPORTUNITIES  DUE TO THE TAX ADVANTAGES THAT MAY COME FROM DEBT WRITE OFF AND LOSS DUE TO DEPRECIATION.

FOUR OAKS CAPITAL DOES NOT INCLUDE ANY ASSUMPTIONS ABOUT THESE TAX ADVANTAGES IN OUR UNDERWRITING.

 
 
Ocean

INVESTMENT TYPE

Multifamily apartment complexes that are under valued or have been poorly managed creating a value-add opportunity

TARGET MARKETS

The Southeastern United States: 

 

Affordability, Rapid Population & Infrastructure growth matched with landlord friendly regulations.

PROJECTED RETURNS

15%+ AAR

(Average Annualized Return)

HOLD PERIOD

Typically 3 - 7 Years

WE FOCUS ON VALUE-ADD REAL ESTATE

Four Oaks' strategy is to capitalize on favorable demographics and supply/demand in metro areas in the SOUTHEAST through the acquisition of Class B and C multifamily assets.

Our objective is to enhance the value of investments through extensive renovations, while maximizing returns to investors and providing residents with an improved quality of living.

We target assets with highly desirable locations in close proximity to large employment centers, major thoroughfares, public transportation access points, public schools, retail centers and grocery stores.

The end result is affordable, high quality properties, in desirable locations, that are acquired at a discount relative to market.

WHY CLASS B & C APARTMENT COMPLEXES

Class B and C properties have experienced an increased demand as rising rates have pushed renters towards more affordable options.  And as the wage gap and income disparity across the country builds, aggregate demand for Class B and C properties is also expected to increase.

Need for these assets exists regardless of economic cycles. In tougher economic climates, Class A- and B+ renters may be forced to trade down to Class B/C multifamily.  Newer/younger entrants to the renting pool also tend to look for value properties. B/C class fills needs in both robust and weak economic cycles.

No new “B” & “C” class properties are being built for working-class individuals.  When new apartment complexes are built, they are inherently class “A” properties with a corresponding higher rent.

These complexes are typically older and offer the chance for value-add renovations that we require in order to increase cash flow potential.

INVESTING IN REAL ESTATE WITH A

SELF DIRECTED IRA

You can use your retirement funds to open a Self-Directed IRA (SDIRA) account with Rocket Dollar to invest with Four Oaks Capital. Rocket Dollar makes it quick and easy to signup online, backed by the simple and transparent price of $15 per month (regardless of the amount of assets or number of transactions) and a one-time set-up of $360. You can utilize the code FOUROAKS to take advantage of $100 off.

 

You will maintain all benefits of a typical retirement account, and if you are self-employed you may qualify for the Self-Directed Solo 401(k), which offers tax deferred contributions up to $56,000/year. For more information take a look at Rocket Dollar's Knowledge Baseschedule a call or signup online.

WHY WE USE ROCKET DOLLAR

-The fees are about ⅓ of your traditional Self-Directed IRA custodian

-The fees are pulled from your credit card as opposed from being pulled from your IRA account

-We at Four Oaks Capital appreciate intuitive design

-They offer our investors $100 off the set-up fee with code FOUROAKS

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325 Sound Road

Holly Ridge, NC 28445

(203) 520-8230

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