Oak Tree Forest Estate Investments : YOUR ALTERNATIVE TO THE STOCK MARKET
Generate passive growth in your overall investment portfolio with OTFE
Welcome to Oak Tree Forest Estate, LLC
OTFE is a real estate investing company that enables investors the ability to own commercial real estate without . Whether you are more conservative or aggressive in your risk/reward needs, OTFE has an option for you. Interested in finding out more? Click the button below to be contacted about investment opportunities.
Why Invest in Commercial Real Estate?
Solid Returns Over Time
The average annual return of commercial real estate over 20 years is roughly 9.5%, nearly 1% greater than the S&P 500's average annual return of 8.6% over the same period of time. Those types of returns add stability to an investment portfolio.
An Escape From Correlated Returns
Correlated returns mean that one investment's return is linked to the performance of another. The returns for those investments, either positive or negative, tend to move in the same direction at the same time. Commercial real estate, by contrast, is a noncorrelated investment. Its performance is not typically linked to that of the stock or bond markets.
Real Estate Is A Tangible Asset
For many people, real estate is attractive because it is a tangible asset. It’s an asset class that investors can see and touch. You can visit a property yourself to learn more about its size, condition, location and other factors that can affect earnings. If something happens to a structure on an investment property, the land is still there for rebuilding or for sale.
Leverage
Not only is CRE likely to appreciate, but most owners also carry mortgages on their property. This allows them to leverage their investment dollar, while at the same time building equity in the property.
Tax Advantages
No discussion about the value of commercial real estate as an investment would be complete without mentioning some tax benefits in owning CRE. When you invest in stocks and bonds, you can expect to put aside a portion of your earnings to pay capital gains taxes. Unless the investment is part of a qualified plan or retirement account, these taxes are hard to avoid.
By contrast, with commercial real estate, there are a number of ways to reduce or eliminate capital gains. If you have purchased well-located properties, those properties should go up in value over time. Yet, for tax purposes, you can depreciate the value of the buildings over time, which helps to reduce yearly taxable income. The net effect is you are depreciating for tax purposes what should turn out to be an appreciating asset for investment. Not many asset classes provide this benefit.
It’s An Inflation Hedge
An advantage of commercial real estate is that it can offset the long-term impact of inflation. A major factor is the fact that property rents can be adjusted with inflation, which is often the result of strong economic growth. This is quite different from investments such as stocks or bonds, in which inflation can yield diminishing returns.
Tiefel, Mark. “Why Commercial Real Estate Is An Important Investment Class.” Forbes, 24 Feb. 2020, https://www.forbes.com/sites/forbesrealestatecouncil/2020/02/24/why-commercial-real-estate-is-an-important-investment-class
Contact Us
Oak Tree Forest Estate, LLC
3300 Mesa Way STE. B, Lawrence, KS, 66049
Oak Tree Forest Estate, LLC ("Manager") is wholly-owned and controlled by Matthew J Eichman. Manager is the external manager and advisor of OTFE 1, LLC ("OTFE1") and OTFE 2, LLC ("OTFE2"). All reference to "OTFE" refer, as applicable, to Manager, OTFE1 or OTFE2. Unless explicitly stated to the contrary, all references to we,” “us,” and/or “our” shall refer to the OTFE Entities. By using OTFE, you accept our Terms of Service and Privacy Policy.
An offering statement regarding this offering has not been filed with the SEC. This offering is structured as a non-traded real estate LLC partnership exempt from SEC filing under Regulation D of the Securities Act of 1933.
You may have been referred to OTFE by a third-party (“Solicitor”). Compensation to any Solicitor is wholly between you and Solicitor. A Solicitor may promote and/or may advertise OTFE's investment services and may offer independent analysis and reviews of OTFE’s services. OTFE and any Solicitor are not under common ownership or otherwise related entities. You acknowledge that OTFE and any Solicitor you worked with have no relationship and is outside control of OTFE. We cannot ensure the accuracy of the data provided from any Solicitor.
Performance: Past performance is not a guarantee of future results. All historical returns, target returns, or hypothetical projections may not reflect actual future performance.
Risk: This investment involves a certain level of risk and may result in partial or total loss. We cannot guarantee that we will reach our target return for our investors.
Tax: Prospective investors should confer with their tax advisors regarding the tax consequences based on their particular circumstances. OTFE assumes no responsibility for the tax consequences for any investor.
Liquidity: Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term should not invest. See Stockholder Redemption Plan.
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