{"id":7,"date":"2020-08-31T20:50:48","date_gmt":"2020-08-31T20:50:48","guid":{"rendered":"https:\/\/gpsites.co\/mason\/?page_id=7"},"modified":"2024-04-15T16:32:36","modified_gmt":"2024-04-15T16:32:36","slug":"home","status":"publish","type":"page","link":"https:\/\/oakvalleycap.com\/","title":{"rendered":"Home"},"content":{"rendered":"
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Discover Smart Investments With Oak Valley Capital<\/h1>\n\n\n\n

Strategic Investing For Long Term Growth.<\/p>\n\n\n\nINVEST WITH US<\/a>\n\n<\/div>\n<\/div>\n\n

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ALPHA
<\/strong>High Dividends + equity growth through forced appreciation<\/h4>\n\n\n\n

Superior risk-adjusted returns
<\/strong>through recession resistant niches<\/h4>\n\n\n\n

Proven Track Record
<\/strong><\/strong>$1 BILLION IN M&A EXPERIENCE<\/h4>\n\n<\/div>\n<\/div><\/div>\n\n
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Multifamily<\/h2>\n\n\n\n

Criteria<\/h4>\n\n\n\n

50+ units | ’90s | Class A & B<\/p>\n\n\n\n

Target Return<\/h4>\n\n\n\n

15%+ IRR<\/p>\n\n\n\n

Hold Period<\/h4>\n\n\n\n

5 to 10 Years<\/p>\n\n<\/div><\/div>\n\n

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Private Equity<\/h2>\n\n\n\n

Criteria<\/h4>\n\n\n\n

750k+ EBITA | B2B & B2C<\/p>\n\n\n\n

Target Return<\/h4>\n\n\n\n

22%+ IRR<\/p>\n\n\n\n

Hold Period<\/h4>\n\n\n\n

3 to 7 Years<\/p>\n\n<\/div><\/div>\n<\/div>\n<\/div><\/div>\n\n

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Why Invest With Oak Valley Capital? <\/h2>\n\n<\/div><\/div>\n\n
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<\/path><\/svg><\/span>Access to pre-vetted, institutional quality opportunities <\/span><\/p>\n\n\n\n

<\/path><\/svg><\/span>Tax advantages, quarterly dividends, and maximized equity growth through forced appreciation<\/span><\/p>\n\n\n\n

<\/path><\/svg><\/span>Conservative assumptions<\/span><\/p>\n\n\n\n

<\/path><\/svg><\/span>Technologically driven<\/span><\/p>\n\n\n\n

<\/path><\/svg><\/span>Offerings to accredited investors only 506(c) <\/span><\/p>\n\n<\/div><\/div>\n\n

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<\/path><\/svg><\/span>Track your investments real-time through our investor portal<\/span><\/p>\n\n\n\n

<\/path><\/svg><\/span>Diversification through a variety of asset classes<\/span><\/p>\n\n\n\n

<\/path><\/svg><\/span>Management compensation is highly weighted towards the performance of investments<\/span><\/p>\n\n\n\n

<\/path><\/svg><\/span>OVC team invests in each offering<\/span><\/p>\n\n<\/div><\/div>\n<\/div>\n<\/div><\/div>\n\n

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Our Values<\/h1>\n\n\n\n
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Integrity<\/h3>\n\n<\/div><\/div>\n\n
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Transparency<\/h3>\n\n<\/div><\/div>\n\n
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Communication<\/h3>\n\n<\/div><\/div>\n\n
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Legacy-Minded<\/h3>\n\n<\/div><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n
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Our Process<\/h1>\n\n\n\n
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Research<\/strong><\/div><\/summary>
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We are constantly assessing the economic landscape to understand the \u201cwhy\u201d that drives volatility of supply and demand within our target markets and asset classes\/asset types. Key indicators include, but are not limited to, diverse employment, population growth, favorable property ownership laws\/regulations, and state level corporate laws\/regulations. These key indicators inform our underwriting process and contribute to our overall strategy.<\/p>\n<\/div><\/details>\n\n\n\n

Identify<\/strong><\/div><\/summary>
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We leverage our executive team’s and advisory board’s unique understanding of industry and asset type nuances, and our long-standing relationships with industry leaders in each of the asset classes\/types we focus on to identify sound, risk-adjusted returns. A hybrid focus on cashflow for our investors while also maximizing equity growth through forced appreciation provides a balance to our portfolio for our investors.<\/p>\n<\/div><\/details>\n\n\n\n

Analyze<\/strong><\/div><\/summary>
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Our analyst team, with 20+ years of underwriting institutional credit undergoes an analysis of each property or business to ensure opportunities align with the company’s investment thesis. Additionally, each asset undergoes a rigorous due diligence period of vetting the owner’s financial history, feasibility reports, inspecting the physical asset and understanding the full scope of nuances of the tenants and\/or operations.<\/p>\n<\/div><\/details>\n\n\n\n

Compete\/Negotiations<\/strong><\/div><\/summary>
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Our in-house Director of Acquisitions leverages his network of institutional multifamily connections, along with the credibility he has built with the most active brokers in the state to negotiate on the company\u2019s behalf.<\/p>\n<\/div><\/details>\n\n\n\n

Renovation & Management<\/strong><\/div><\/summary>
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We take a hands-on approach with our in-house property managers who have a 15+ year track record of working efficiently to increase income by, in part, decreasing expenses through property management operations all while providing attractive housing, in efforts to retain tenant-ship (recurring revenue). Operational and property improvements are made on a per property basis; with all improvements completed by our in-house contractors and materials sourced from trusted wholesale vendors. These combined efforts reduce costs; consequently, increasing overall profit margins for our investors.<\/p>\n\n\n\n

For private equity assets, a rigorous vetting of employees and hiring process is completed by our executive team.<\/p>\n<\/div><\/details>\n\n\n\n

Capital Event & Reinvest<\/strong><\/div><\/summary>
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Capital events are contingent on, but not limited to, four main variables and are used as the framework when determining the exit of any given asset class:<\/p>\n\n\n\n

\u00b7 Equity\/cash flow
\u00b7 Debt
\u00b7 Operational efficiency
\u00b7 Immediate opportunity that has presented itself, i.e., market environment, 1031 exchange<\/p>\n\n\n\n

A capital event may be a complete sale of the asset or a refinance. Either way, at the completion of a capital event for any given asset, our investors will receive their initial investment plus investment profits.<\/p>\n<\/div><\/details>\n\n\n\n

Distribute<\/strong><\/div><\/summary>
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Although we anticipate substantial equity growth, we understand the value of cash flow for our investors. That is why we designed our funds to process regular quarterly distributions, as well as quarterly reports to track investment progress.<\/p>\n<\/div><\/details>\n<\/div>\n\n<\/div><\/div>\n<\/div><\/div>\n\n

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Target Markets<\/h1>\n\n\n\n
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<\/path><\/svg><\/span>Arizona *<\/span><\/p>\n\n<\/div><\/div>\n\n

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<\/path><\/svg><\/span>Texas *<\/span><\/p>\n\n<\/div><\/div>\n\n

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<\/path><\/svg><\/span>Utah<\/span><\/p>\n\n<\/div><\/div>\n\n

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<\/path><\/svg><\/span>Nevada<\/span><\/p>\n\n<\/div><\/div>\n\n

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<\/path><\/svg><\/span>Colorado<\/span><\/p>\n\n<\/div><\/div>\n<\/div>\n\n

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<\/path><\/svg><\/span>Oklahoma<\/span><\/p>\n\n<\/div><\/div>\n\n

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<\/path><\/svg><\/span>Arkansas<\/span><\/p>\n\n<\/div><\/div>\n\n

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<\/path><\/svg><\/span>Alabama<\/span><\/p>\n\n<\/div><\/div>\n\n

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Welcome To<\/em><\/h6>\n\n\n\n

Oak Valley Capital<\/h2>\n\n\n\n

Oak Valley Capital is a Phoenix, AZ-based investment firm specializing in the acquisitions and operations of small businesses (Private Equity) throughout the United States. Additionally, OVC’s expertise is highly focused in the ownership, development, and operations of multifamily properties.<\/p>\n\n\n\n

Our executive team has 35+ years of industry experience and a proven track record of achieving double-digit, risk-adjusted returns for investors through careful market analysis, negotiations, due diligence and value-add opportunities.<\/p>\n\n\n\n

We are committed to long-term equity growth for our investors, and with strong fundamentals as well as experienced, locally-based teams, we are well-positioned to execute on our business plan.<\/p>\n\n\n\n

*Our offerings are for accredited investors only.*<\/p>\n\n\n

\n\nInvest With US<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n
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Leadership<\/h1>\n\n\n\n
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Joseph Luca<\/h5>\n\n\n\n

Founder & Managing Partner<\/em><\/em><\/p>\n\n\n\n

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Forrest Schwartz<\/h5>\n\n\n\n

VP of Operations<\/em> – Private Equity<\/p>\n\n\n\n

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Kaleb Seymour<\/h5>\n\n\n\n

VP of Investment Analysis – Private Equity<\/p>\n\n\n\n

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Christian Trujillo<\/h5>\n\n\n\n

Director of Acquisitions – Multifamily<\/em><\/p>\n\n\n\n

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Rob Craciunescu<\/h5>\n\n\n\n

Director of Marketing<\/em><\/p>\n\n\n\n

<\/path><\/svg><\/span>LEARN MORE<\/a><\/span><\/p>\n\n<\/div><\/div>\n\n

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Extraordinary partners delivering double-digit risk-adjusted returns through thoughtfully selected Multifamily & Private Equity investments.<\/h6>\n\n<\/div><\/div>\n<\/div>\n\n
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Advisory Board<\/h1>\n\n\n\n

Oak Valley Capital benefits from an advisory board with 50+ years of experience in ownership & operations of multifamily and private equity. While the advisory board provides valuable guidance and strategic advice, all major management decisions are ultimately made by the team of executives at OVC. OVC ensures their decision-making process is optimized by leveraging the expertise of the advisory board.<\/p>\n\n<\/div>\n\n\n

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Trevor Mcdowell<\/h5>\n\n\n\n

Mcdowell Enterprises<\/em><\/em><\/em><\/p>\n\n\n\n

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Alex de Faria e Castro<\/h5>\n\n\n\n

Meisterwerk Developments<\/em><\/p>\n\n\n\n

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Portfolio<\/h1>\n\n\n\n
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Coming Soon<\/h3>\n\n\n
\n\nView Project<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n
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Coming Soon<\/h3>\n\n\n
\n\nView Project<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n<\/div><\/div>\n\n
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Explore investing and sign up for OVC newsletters<\/h3>\n\n\n\n
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