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About Bally Oaks Capital

A Texas Grown Real Estate Investment Firm

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Our mission

To enhance communities through responsible apartment building investments and management, while delivering consistent and reliable returns to our investors.

Our investments

Our primary focus lies in value-add apartment buildings situated within secondary markets throughout Texas and Oklahoma. Within these markets, we actively seek out opportunities to enhance the assets and contribute to the improvement of the communities they serve. Our approach involves implementing strategic measures to enhance the overall systems and functionality of the properties while improving the physical units and buildings.

Bally Oaks Capital Asset Standards

At Bally Oaks Capital, we are interested in garden style communities built after 1980 that have significant value-add potential using an apartment syndication model.

We specialize in helping investors achieve fully passive returns backed by Real Estate!

Investing in real estate offers several compelling reasons why it is crucial to have a tangible asset supporting your investment. Notably, real estate serves as an excellent hedge against inflation due to its inherent necessity and tangibility. Throughout history, real estate has consistently outperformed traditional investment avenues like the stock market, solely through market appreciation alone. 

Additionally, real estate investments provide various avenues for generating higher returns while enabling you to retain a larger portion of those returns. These avenues include:

  • Cash Flow: With careful property selection, an investment property can generate income that exceeds all expenses, debt service, and taxes, resulting in additional cash flow that can be retained.

  • Forced Appreciation: In addition to market appreciation, there are strategies to enhance property value and increase Net Operating Income (NOI). This is especially significant since apartment valuations are based on NOI. Our focus on value-add assets allows us to actively control and improve the NOI through responsible cost-cutting measures and property enhancements.

  • Depreciation: Real estate investments offer valuable tax benefits, allowing you to maximize the cash flow generated by the assets. Various methods exist to either minimize or defer taxes through strategic real estate investment.

  • Amortization: Investment properties typically carry debt, think mortgage, which requires monthly payments. However, proper property management ensures that tenants repay this debt. As tenants pay their rent, a portion of their income goes towards covering the principal and interest of the debt, this process is called amortization. Ultimately, tenants effectively bear the burden of the debt repayment.

By leveraging these advantages, we empower our investors to enjoy passive returns from real estate investments while optimizing their financial outcomes.

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