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Passive, tax-advantaged ownership in 20+ unit value-add multifamily across northern New Jersey

How to Invest

A simple three-step process to begin investing with Green Oak Capital

1

Schedule a Call

Reach out via the form below or contact us directly to schedule an introductory conversation and receive our investor overview materials.

2

Review Opportunities

Evaluate specific investment opportunities, including detailed underwriting, market analysis, renovation plans, and business strategy.

3

Invest Passively

Complete subscription documents and fund your investment to become a limited partner in our next value-add acquisition.

What to Expect

Institutional-grade transparency and professional communication throughout your investment

Quarterly Financial Reports

Detailed quarterly reports including income statements, balance sheets, rent rolls, occupancy data, renovation progress, and market updates.

Regular Distributions

Quarterly or annual cash distributions (deal-specific) based on available cash flow after reserves and debt service.

Real-Time Investor Portal

24/7 access to financial documents, property photos, renovation updates, tax documents (K-1s), and distribution history.

Proactive Communication

Regular email updates on key milestones, property performance, market conditions, and strategic decisions. Direct access to the team.

Investor Benefits

Passive Income

Generate quarterly or annual cash flow from professionally managed real estate without the headaches of being a landlord. No tenant calls, no maintenance issues, no management responsibilities.

Real Estate Exposure

Direct ownership in tangible northern NJ multifamily — a non-correlated, inflation-resilient asset class with the supply constraints of an established metro and yields the public REITs no longer offer.

Professional Management

Backed by the Taylor Lucyk Group's NJ-wide brokerage network, Green Oak's in-region operations team, and reporting standards modeled on institutional managers — at the scale where the GP still picks up the phone.

Potential Tax Advantages

Real estate investments offer potential tax benefits including depreciation deductions, cost segregation, pass-through income treatment, and potential 1031 exchange opportunities. Consult your tax advisor.

Fee Structure

Transparent, aligned compensation structure

Fee TypeStructureDetails
Preferred Return7-8% annuallyPaid to investors before sponsor participation
Promote20-30%After preferred return, on profits above hurdle
Acquisition FeeNegotiatedFor sourcing and closing transactions
Asset ManagementPer dealOngoing oversight and strategic management
Property ManagementIn-houseProfessional management at competitive rates

All fees are structured to align sponsor and investor interests. Detailed fee schedules provided in offering materials.

Minimum Investment

$50,000

Minimum investment varies by deal, typically $50,000. Lower minimums may be available for certain offerings. Contact us to discuss your investment goals.

For Accredited Investors

Our offerings are available exclusively to accredited investors as defined by SEC regulations.

Accredited investor status generally requires $200K+ annual income (or $300K+ joint), $1M+ net worth (excluding primary residence), or certain professional certifications. See SEC guidelines for full criteria.

Get Started Today

Fill out the form below and we'll be in touch within 24 hours

Submissions are routed directly to a partner. Available to accredited investors only, as defined under Rule 501 of Regulation D. Not an offer to sell securities.

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