Oak & Vine Capital

???????? ???????? ?? ?????????????? ?????????????????? ???????????? ???????? ???????? ???? ?????????????????????? ??????????????????????? → Grow your $100,000 into $208,000—passively. I find deals that target double-digit returns for my investors. Here’s what a typical projected return could look like: ????????????: $??????,?????? Hold Period: 4–6 years Target: Double-digit returns Year 1 → 4–5% = $4,000–$5,000 Year 2 → 5–6% = $5,000–$6,000 Year 3 → 6–7% = $6,000–$7,000 Year 4 → 6–7% = $6,000–$7,000 Year 5 → 8%* = $8,000 + return of capital ?? Exit Sale: $175,000 Total: $208,000 ????????’?? ?????? ?????? ???????? $??????,?????? ???????? $??????,??????—??????????????????. → Bonus: Many of these investments also come with significant tax benefits, often in Year 1 (more on that in future posts). Over the next few posts, I’ll explain key investment terms to help you better understand these opportunities. ?? Want to explore open investment opportunities? Let’s jump on a quick 15-minute investor call—I’ll walk you through current deals and how they fit your goals. Comment “INVEST” and I’ll send over a link to book a call. ?

→ Content is the front door to conversation. But the goal isn’t to leave people standing outside. Let me explain. Imagine your LinkedIn presence as your home. Each space invites a different level of conversation and depth of relationship: ?? The Front Yard: This is your content—people see it, engage with it, and maybe wave from a distance. It’s casual. A ‘like’ or a comment is the equivalent of chatting over the fence while doing yard work. ?? The Front Door Foyer: This is when someone sends a DM, asks a question, or engages more intentionally. They’ve stepped closer. They’re interested in the conversation, but they’re still feeling it out. ??? The Living Room & Kitchen Table: This is where real relationships are built. Phone calls. Zoom meetings. In-person meetups. Trust is built here. The mistake most people make? →→ They spend all their time chatting outside the house. Great content isn’t the goal. It’s the gateway. → The goal is not just engagement—it’s deeper connections. → The goal is not just reach—it’s real relationships. So here’s my question: →Are you staying outside, or are you bringing people in? Drop “outside” if you’re still working on it. Drop “in” if you’ve got a system to move conversations deeper. Drop “help” if you need a system and community to help you move from the outside in. p.s. our little rosemary is walking!

OK, I’M READY to start investing in alternative investments. But where do I start? Here’s the typical investment flow: → Learn the different ways to invest in alternative assets. → Find a sponsor you align with—someone you know, like, and trust. → Meet with the sponsor on a call or Zoom to understand the process, build a relationship, and access deal opportunities. → Get added to their deal list. For Accredited Investors, exclusive opportunities await. For Sophisticated Investors, there are options too. → Place your capital (typical hold: 4-6 years). Want to get started? ?? Learn more: https://lnkd.in/gpV9qQ6S ?? Book a call with me to access deals: https://lnkd.in/g-VS6Zgw Are you already investing in alternatives? Drop a 1 for YES, 2 for NOT YET. ??

Loved this podcast episode with Adam Gower Ph.D. Give it a listen!

What if your investments could do more than grow wealth? Discover how to align your faith with investing and advance the Kingdom. What if you could invest, get a great return, and outperform Stocks and Bonds? I discovered Alternative investing in 2022. I have been a real estate investor since 2012. → It all started with a vision to be more generous. We were mentoring students, and they were looking for support. We tried several side hustles but discovered real estate. → electric scooter charging wasn't cutting it We grinded with our first duplex; it was a smashing success. → tenants had a better place to live than most → below market rents → quality place to live but... it was eating up our time. We had several kids, and I was tired of running across the street to fix things during naps. I wanted to be more present with my wife and kids ... and → still meet our needs and bless others. I read books and invested in coaching and mentorship. And learned how to invest in commercial properties. → Multifamily Apartments → Industrial complexes → Oil and Gas → Private lending I've done 10 larger syndications, in addition to and have new deals launching soon. Now, I'm not running across the street fixing properties. → I can invest truly passively → no toilet calls in the middle of the night → no cutting the grass → no fixing problems And the properties we invest in WE ACTUALLY CARE about their tenants → we create learning centers → we invest in our tenant base → we fix things promptly It's a crazy thing; when you serve your tenants, they want to stay longer! Why not start with some free education to jump-start your success? DM me "free" for a free email series (with easy videos) What is one resource you send your friends when they investigate passive investing? p.s. every deal I invest in I partner with a local non-profit and give away a portion of my company side profits.

An investor just wired me $250k and I'm just getting started - the real story of the process of nurturing relationships ?? $250k-$500k.?? What would you do with an extra $250k??? It wasn't a Deal closed from one email but time spent nurturing this friendship → phone calls → email nurture campaign explaining the benefits of investing in commercial assets → time spent together at a local group → time talking about the joys and challenges of life → even time praying for one another. It wasn't a done-and-away type of relationship but the start of a life-long one. I'm not after one-time investors. → I want to build a relationship → I want to overdeliver and earn this investor for life → I want to help give him the blueprint for creating a generosity engine passively. One deal is great, this was a very good one ... and it won't be the last. Oak & Vine Capital has great partnerships and the deal flow is strong. the only limiting factor is time and investors so I'm enjoying helping investors like this one. → one investment today can help my investors 2x their initial investment a few years from now → $250k now, $500k in a few years → that capital invested can multiply → the impact you want to create?? I help faith-driven investors multiply their money so they can multiply their impact. What kind of impact? → financial stability?? → more presence at home and less hours → funding their kids' college → creating giving engines for their favorite non-profits and ministries → creating more margin in their lives → being a good steward Ready to get started? watch my 1 min vision video and grab 15 minutes with me. What if these 15 minutes help you go from $250k - $500k? What kind of impact gets you excited? Why are you investing in alternative assets? Grab 15 minutes below. p.s. pic - boys and I went to a wedding.

What if your next investment could fund the mission in your heart? What if a new generation of entrepreneurs used wealth → to solve problems and serve their communities? After 15+ years of developing leaders, I’ve seen how broken our world is. Now, as an investor, I’ve discovered that investing in real estate and alternative assets → is one of the best ways to build wealth—and it comes with a #triplewin: 1?? Cash Flow: Steady money coming back to you. 2?? Appreciation: Your investment grows in value over time. 3?? Tax Savings: Keep more money to reinvest. Wealth is more than just money. It’s freedom: → Freedom to spend time on what matters. → Freedom to work where you want. → Freedom to pursue what’s on your heart. If you’re passionate about making an impact, → investing in real estate could be the vehicle to help you get there. Click below to book a call and see if one of my opportunities might be a good fit for you. What impact do you want to create? What mission is on your heart? What steps are you taking to make it happen?

Sam Knew He Needed to Diversify but Didn’t Know Where to Start. Here’s What Helped Him. Sam (name changed) and I met through our kids’ Trail Life scouting group. We spent hours camping with our boys, → talking around the fire about life, → faith, → and the things that matter most. our conversation turned to → stewardship and investing. Sam told me about his strategy: → He was steadily contributing to his 401k. → He added to his Roth IRA and stocks. “But I feel stuck,” he admitted. → “I know I need to diversify, → but real estate syndications sound so complicated. I don’t even know where to start.” Sam was intrigued by passive real estate investments. →But terms like “preferred return” and “capital stack” → felt overwhelming. He said, “I don’t want to make a move I don’t fully understand.” I told him, “You’re not alone.” → Most people feel that way when they start. Over the next few weeks, I sent Sam my educational emails. He learned: → How syndications work in plain English. → Why real estate complements traditional investments. → How passive income helps steward resources better. On another camping trip, Sam said, → “I think I’m ready to take the first step.” Sam made his first $50,000 investment in a multifamily syndication. Today, his portfolio is more diverse. → His income is more predictable. → His tax burden is lighter. → triple win investing Cash flow (win #1) Appreciation (win #2) Tax savings (win #3) Most importantly, his investments align with his values and stewardship goals. What once felt overwhelming is now a clear, intentional path to opportunity. It’s easy to feel stuck but want something more The camp ??? ?? was the starting point to Change . What resources or tools have helped you understand passive investing? Two books I’d recommend in the comments

Faithful. Present. Engaged. Building memories. When my wife was really sick, → my dad dropped everything. He left work, commitments, and his plans behind to come help us. He wasn’t just there physically—he was fully present. → He helped with the kids, → mowed the grass → helped me with taking down some trees → and supported me in ways I can’t fully express. His faithfulness in that season showed me what sacrificial love looks like. → It wasn’t just about solving problems—it was about showing up. Now, years later, we’re heading to Canada for a father-son ski trip. This isn’t just about hitting the slopes—it’s about honoring a man who’s always been faithful, present, and engaged. → My dad didn’t just teach me lessons—he lived them in front of me. → He’s shown me that the best memories are built by being intentional. To all the dads out there: → Your faithfulness matters. → Your presence makes a difference. → Your engagement leaves a legacy. So take the time to build memories—they’ll last a lifetime. What’s one way you’ve built memories with your kids or your parents? P.s. whistler is more beautiful and better skiing than I imagined. Where’s your favorite place to ski?

Simon Was Just Like You—Hesitant to Make His First Big Investment. Here’s What Unlocked His Confidence. Simon is one of the most successful people I know. A thriving career, a recent promotion, five wonderful kids → and a heart set on building a meaningful legacy. But even someone as accomplished as Simon had doubts. He wanted to step into real estate syndications—specifically multifamily investments. He saw the potential: → Passive income. → Tax advantages. → Long-term wealth-building. Yet, one thing stopped him: fear. → Fear of making the wrong move. → Fear of risking $50,000 on something he didn’t fully understand. → Fear of losing what he had worked so hard for Simon admitted, “I don’t want to make a mistake that costs my family.” Instead of rushing, he took a step back. He subscribed to my educational sequence. Week by week, Simon learned: → How multifamily syndications work. → How his $50,000 could unlock consistent cash flow and tax benefits. → How passive investing aligned with his values and goals. With clarity and education, the fear started to fade. Simon made his first investment—a $50,000 stake in a multifamily property. It’s amazing the potential of one $50,000 investment 5 years - $50,000 -> $100,000 10 years - $100,000 -> $200,000 15 years - $200,000 -> $400,000 20 years - $400,000 -> $800,000 25 years - $800,000 -> $1,600,000 30 years - $1,600,000 - > $3,200,000 (potential projected numbers) Today, he’s seeing the rewards: → Passive income that supports his growing family. → Tax benefits that protect his hard-earned money. → Peace of mind knowing his investment is multiplying his impact. What started as fear turned into a legacy-building decision. Simon is now paving the way for a future of: → financial freedom → generosity → and time to focus on what matters most. Your turn - Do you struggle with a fear of trying a new form of passive investing? Take the first step … subscribe to my emails → discover if passive investing is the opportunity you’ve been looking for!”?? Comment “discover” below and I’ll send you a DM to get started P.s. anyone “rucking “ yet?