Christopher Canyon Apartments - Dev Test

Asset type: Apartment · Location: Auburn, California

🔷 1. Fund Overview Oak Stone Development Fund I LP is a $65 million private investment vehicle focused on the redevelopment of end-of-life residential properties in the Park Cities and surrounding neighborhoods of the Dallas/Fort Worth Metroplex — some of the most desired and affluent, yet severely supply-constrained, neighborhoods in the United States. The Fund targets high-conviction, short-duration projects with strong downside protection, executed through a vertically integrated platform designed to maximize investor alignment and reduce friction at every stage. Key Objectives: Transform undervalued properties into near-luxury homes Minimize execution risk via platform control Deliver institutional returns with direct exposure and transparency 📊 2. Fund Snapshot FeatureDetail Investment Manager Oak Stone Advisory LLC Fund Size $25,000,000 Term 3-years with Two 1-year Extensions at option of Manager Management Fees 2.0% Annually Performance Fees 20% Profit Participation after 15% Preferred Return Target Annual Return 35% (net) Target MOIC 3.5x (net) Minimum Investment $25,000 / typical $50,000 to $250,000 Distributions Begin Year 2 Structure 506(c) – Accredited Investors Only Capital Calls None — full capital invested upfront 🛠 3. Strategy Summary How We Create Value: Source — Identify mispriced, end-of-life homes with ideal lot geometry Develop — Rebuild into modern near-luxury residences using fixed-cost partnerships Sell — Target quick turnarounds (13–15 months) in high-demand neighborhoods Distribute — Return capital and profits through monthly investor distributions beginning Year 2 👤 4. Why Oak Stone Experience Meets Execution Oak Stone Capital is led by a team with decades of success across structured finance, real estate development, and private equity: Brian Bailey , CEO & Co-CIO — Former CIO of a publicly traded alternative asset and insurance focused private equity firm Robert Hughes , Co-CIO — 20+ years in investment management, capital allocation, and real estate acquisition, development, and refurbishment Guy Glennon , Construction Partner — USNA graduate, founder of Hillsen Homes What Sets Us Apart: Vertically integrated execution model Master service agreements + subcontractor continuity Proprietary pipeline tracker monitoring 1,000+ qualifying lots Full transparency and performance-based fee alignment 📍 5. Market Focus: Highland Park /University Park and Surrounding Neighborhoods A micro-market with constantly growing demand, low turnover, and intense supply constraints. Homes routinely trade between $900–$1,400 per square foot. Please take a look at one of our recent builds as our operating partner, Guy Glennon tells you all about it. 🔐 6. Next Steps You’ve completed accreditation and registered for the Oak Stone investor portal. ✔️ Schedule a 1-on-1 Call to answer any remaining questions ✔️ Download & Review the Private Placement Memorandum ✔️ Print, Review, Complete, & Return Subscription Agreement ✔️ Complete KYC/AML and Accreditation Certification - if not already complete ✔️ Fund your Capital Commitment via secure ACH Transfer within the Investor Portal