About Us

Not just investing,

We're building

legacies.

The dream began with a simple idea between friends and like-minded investors: combine resources to grow everyone's real estate portfolio, with each partner bringing their own area of expertise, from residential to retail. With the acquisition of a 40,000 SF self storage facility in 2017, the partners realized the potential of the self storage industry and began to focus their attention on acquiring more facilities.

Today the group has grown into a team of dedicated individuals focused on acquiring, developing, improving and managing real estate assets. We are driven by our mission and refuse to compromise on our core values (respect, determination, attitude, enterprise, integrity) while we experience growth.

In 2020, the company reorganized and rebranded as Oaktree Equity. As a vertically integrated company, we have the ability to control the entire life cycle of an asset. This allows us to implement a forced appreciation, refinance and repeat strategy. In addition to our goal of acquiring more self storage, as part of the 3-year strategic plan, our objectives include building a syndication team capable of monetizing all opportunities, refining our property management system and enhancing our asset management infrastructure to improve the financial performance of acquired assets, improving our project management timetables and developing a dynamic underwriting team to facilitate diversifying our portfolio into multiple asset classes and streams of revenue.

At Oaktree Equity, our mission extends beyond investing in real estate, creating generational wealth and improving lives.

For the communities where we invest, our projects aim to implement improvement initiatives and create safe community environments. We champion adapative reuse by renovating abandoned properties into thriving centers that support small businesses or into modern, affordable housing.

For our investors, our goals are not only to produce passive income and foster growth, but to educate. We aim to improve the future of everyone in our company and our investors by paving the road to financial freedom.

With a combined two decades of real estate experience, our team utilizes a disciplined approach that focuses on risk mitigation, optimizing operating margins and proper positioning for asset disposition. We offer years of hands on property management experience, extensive continuing education, access to current market knowledge and a strong network of real estate professionals. 

 

Most importantly, our track record demonstrates that we understand value, which enables us to recognize ideal properties and respond quickly to exciting opportunities. Our current focus is on the development and acquisition of multi-family and self-storage facilities to add to our growing portfolio.

If you don't find a way to make money while you sleep... you will work until you die.

                  -Warren Buffett

Our Mission | To utilize real estate as a vehicle to change and improve the financial future of all within our company and our investors.

FAMILY OF COMPANIES

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