Oak 21 Real Estate

About Oak 21 Real Estate

Institutional execution without institutional overhead Oak 21 Real Estate is the execution partner for sponsors, family offices, and operators who need institutional-grade real estate expertise without building it in-house. We're practitioners, not placement agents or brokers — we execute alongside ownership across the full investment lifecycle: underwriting, capital structuring, operations, renovation management, reporting, and disposition. Whether you're a family office looking to deploy capital into real estate without the operational burden, or an experienced operator expanding into a new asset class (say, moving from commercial into single-family rental), Oak 21 plugs in wherever you need us most — as a project-based resource or as an embedded extension of your team. By the numbers: $8B+ in transaction experience (acquisition, renovation, operation, ownership) $4B+ in debt structured as principal $300M+ in equity raised as principal 50+ years of combined experience Sectors: Single-family rental, multifamily, commercial & hospitality Founded by: James Goody, CPA — Partner, Operations & Reporting. Deep expertise in financial controllership, governance, and lender/LP reporting, with direct involvement in $6B+ of commercial and multifamily assets across 40,000+ apartment units. Lucas Umbreit — Partner, Investments & Capital Markets. Principal experience across SFR aggregation, multifamily value-add, hospitality repositioning, and mixed-use development, spanning both equity and credit capital stacks. Interested in working together? Reach out to James Goody or Lucas Umbreit directly.