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Real Estate Investment

Yield and appreciation from institutional-grade real assets.

Real Estate Investment

About Real Estate Investment

Real Estate Investment gives you passive ownership in institutional-grade properties that have historically produced two of the most powerful sources of long-term wealth: durable rental income and steady appreciation. Oceangate's real-estate practice packages that ownership at ticket sizes that fit into a diversified portfolio — without the hassle of tenants, toilets or 3 a.m. phone calls.

We source and curate a rotating book of Class-A multifamily communities, industrial and last-mile logistics facilities, medical office parks, boutique hospitality assets and select ground-up developments. Every project is co-invested alongside sponsors with decades of track record, multiple full-cycle exits and meaningful personal capital in the same deal you are entering.

As an investor you become an LP or LLC member in the specific project — a legally protected pro-rata owner of the real property. During the hold period you receive quarterly cash distributions from net operating income, typically in the 10–15% cash-on-cash range. At sale or refinance you receive your pro-rata share of the appreciation, which is where the majority of the total return is generated.

Returns are generated through three distinct engines working together: (1) rental income from occupied units and commercial tenants, (2) forced appreciation through operational improvements and repositioning by the sponsor, and (3) natural market appreciation and mortgage principal paydown over the hold period.

Because real estate depreciates for tax purposes even while it appreciates in value, most of the quarterly distributions you receive are shielded by depreciation and paper losses on your K-1 — meaning cash in your pocket, largely tax-deferred until exit. Qualifying investors can also 1031-exchange proceeds at sale into the next project to defer capital-gains tax further.

This service is designed for accredited investors seeking yield uncorrelated to public equities, high earners looking for depreciation-shielded income, and short- to medium-term wealth builders who are comfortable with 1–5 year illiquidity in exchange for materially higher risk-adjusted returns than public REITs.

Key benefits

  • Class-A commercial and multifamily assets
  • Quarterly income distributions
  • Access to marquee waterfront developments

How returns are generated

Our closed real estate vehicles have historically distributed 10–15% annual cash yield with total net IRRs of 30% on realisation. Past deal performance does not predict future results.

Minimum investment
$25,000

How we invest

  • Core-plus multifamily in high-growth Sun Belt and Southeast metros.
  • Industrial and last-mile logistics benefiting from e-commerce tailwinds.
  • Opportunistic waterfront and mixed-use developments with 1–5 year value-add plans.
  • Debt strategies (bridge and mezzanine) for consistent double-digit current yield.

What you actually hold

  • Delaware LLC or LP interests in single-asset syndications, or units in a diversified private REIT.
  • K-1 tax reporting; substantial depreciation shielding of distributions.
  • Optional 1031 exchange availability at exit for qualifying investors.

Who this is designed for

  • Accredited investors seeking yield uncorrelated to public equities
  • High earners looking for depreciation-shielded income
  • Wealth builders comfortable with 1–5 year illiquidity
Performance framing

Our closed real estate vehicles have historically distributed 10–15% annual cash yield with total net IRRs of 30% on realisation. Past deal performance does not predict future results.

Key risks

  • Real estate is illiquid — capital is locked until the sponsor sells or refinances.
  • Property values can decline; distributions can be reduced or suspended.
  • Interest rate and local market conditions materially affect returns.
Important disclosure. Investment products involve risk, including possible loss of principal. Please review our disclaimer before investing.
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Minimum investment $25,000. Your capital is deployed the moment your allocation clears.

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