Oak IQ Investments Privacy Policy

Last Updated: July 7, 2023


Welcome to Oak IQ Investments. We are located at 4050 Pennsylvania Ave Suite 115 #332, Kansas City, MO 64111. We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you as to how we look after your personal data and tell you about your privacy rights and how the law protects you.

What data we collect

We collect the following types of personal information from you:

First name

Last name


Phone number

Why we collect this data

We collect your personal information to:

  • Improve our website
  • Communicate with our clients via email, SMS, and phone call.
  • Provide and deliver the products and services you request, send you transaction-related information, including confirmations.
  • Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, and prosecute those responsible for that activity.
  • Send you technical notices, updates, security alerts and support and administrative messages
  • Respond to your comments, questions and requests and provide customer service;
  • Comply with our legal and financial obligations.
  • Market our free resources and inform you about the Oak IQ Investor Club, providing exclusive opportunities to our clients.

How we protect your data

We take your privacy very seriously. We store your data securely within the ActiveCampaign CRM. More information on ActiveCampaigns privacy policy can be found at https://www.activecampaign.com/legal/privacy-policy

How long we retain your data

We will keep your personal data indefinitely, until such time we receive a request to remove it.


We may use cookies for a range of purposes, including technical purposes, preferences, security, performance, and analytics. You can adjust these settings and permissions in your browser.

Data Sharing

We do not share your personal information collected with third parties without your express permission.

Your rights

As a user, you are entitled to view, amend, or delete the personal information that we hold. Please send your request to info@oakiq.com. We are committed to responding to such requests within one month.

Third Party Links

Our website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy policy of every website you visit.

Changes to our Privacy Policy

Any changes we may make to our privacy policy in the future will be posted on this page with an updated timestamp.


Questions, comments and requests regarding this privacy policy should be addressed to info@oakiq.com.


By using our website, you hereby consent to our privacy policy and agree to its terms.

California Consumer Privacy Act (CCPA), California Privacy Rights Act (CPRA) and General Data Protection Regulation (GDPR)

If you are a resident of the European Union (EU) or California, you have special rights under the GDPR and CCPA/CPRA. Those include: The right to be informed; The right of access; The right to rectification; The right to erasure; The right to restrict processing; The right to data portability; The right to object; and The right not to be subject to automated decision-making including profiling.

You can exercise these rights by contacting us at info@oakiq.com.

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What is passive real estate investment, and how does it work?

Passive real estate investment is a form of investing in which an individual invests their money in real estate assets without actively managing or operating the property. The investor invests capital, while an operator, such as Oak IQ, manages all aspects of the deal. Oak IQ takes care of acquisition, holding the debt, managing construction for renovation projects, and property management to take care of day-to-day operations, such as tenant screening, rent collection, and property maintenance.

What are some benefits of passive real estate investment?

The benefits of becoming a passive investor with Oak IQ are numerous. The biggest benefit for many investors is "time freedom" — The ability to grow wealth and income through real estate without demand on your time. As a passive investor, you can also receive numerous tax benefits, the potential for strong returns, recession-resistance, the preservation of capital (hedge against inflation) and more. To learn more, be sure to register for our Exit to Freedom Webinar. We cover these benefits in detail.

How risky is passive real estate investing?

As with all investments, passive real estate investments carry risk. On a risk-adjusted basis, "group investment" deals with seasoned operators like Oak IQ have statistically outperformed DIY real estate investments. We highly recommend doing your own due diligence before investing in any of our deals, and we go to great lengths to ensure you have all the information you need to make the best decision. However, it is always prudent to consult with your trusted financial advisor and tax professional before investing.

Can I get my money back any time?

Real estate is largely an illiquid investment. This is why it is such a powerful hedge against inflation, and a great way to preserve hard-earned capital from deterioration. Each of our deals have a projected hold period, usually 3-5 years. We tell our investors to expect their capital to be tied up for the projected hold period. It's possible we may exit a deal sooner than the projected hold period, if it is in the best financial interest of investors to do so.

How much money do I need to start investing in real estate passively?

Our group investment deals have a required minimum investment. That amount can vary, but a typical deal has a required minimum investment of $50,000.

What if I am not an entrepreneur? Can I still invest?

Yes! We focus on providing the very best group real estate investments possible. Our primary investors are entrepreneurs, but you don't have to be an entrepreneur in order to invest with Oak IQ. If you're interested in learning more, click here to schedule a call.