Oak IQ Investments Terms & Conditions
Last Updated: Nov, 2025
1. Acceptance of Terms
By accessing or using our website at www.oakiq.com (the “Site”) and any related services provided by Oak IQ Investments, LLC (“Oak IQ,” “we,” “us,” “our”), you agree to these Terms & Conditions (“Terms”). If you do not agree with any part of these Terms, please do not access or use the Site.
2. Use of the Site
a. You may use the Site only for lawful purposes and in accordance with these Terms.
b. You agree not to use the Site in any way that could damage, disable, overburden or impair any server or network used by Oak IQ.
c. You agree not to attempt to gain unauthorized access to any portion of the Site or its systems.
3. Content on the Site
a. All content, materials, information and graphics on the Site are provided for general informational purposes only.
b. While we aim to keep information accurate and current, we make no warranties about completeness, reliability or suitability.
c. Any reliance you place on information from the Site is at your own risk.
4. Investment Information and Disclaimers
a. Information related to investments, financial performance or private offerings is informational only and does not constitute an offer to sell or a solicitation to purchase any security.
b. Oak IQ and its affiliates are not licensed securities dealers or brokers.
c. Prospective investors must review all offering materials, conduct independent due diligence and consult with their legal, tax or financial advisors before making investment decisions.
d. Past performance is not indicative of future results.
5. Intellectual Property
All content, trademarks, service marks and logos on the Site are the property of Oak IQ or its licensors. You may not reproduce, distribute, modify, publish or create derivative works without prior written permission.
6. Third-Party Links
The Site may contain links to external websites operated by third parties. We do not control or endorse these sites and are not responsible for their content or practices. Accessing third-party links is at your discretion.
7. Limitation of Liability
To the fullest extent permitted by law, Oak IQ and its officers, directors, employees, agents and affiliates are not liable for any direct or indirect damages arising from your use of the Site or reliance on its content.
8. Indemnification
You agree to indemnify and hold harmless Oak IQ and its affiliates from any claims, losses, damages, liabilities or expenses arising from your use of the Site or violation of these Terms.
9. Changes to Terms
We may update or modify these Terms at any time. Updates will be posted on this page with a revised effective date. Continued use of the Site after changes indicates acceptance of the updated Terms.
10. Governing Law
These Terms are governed by the laws of the State of Missouri. Any disputes related to these Terms or your use of the Site will be resolved in the state or federal courts located in Jackson County, Missouri.
11. Severability
If any part of these Terms is found unenforceable, the remaining sections will remain in effect.
12. Entire Agreement
These Terms, together with our Privacy Policy and any other notices posted on the Site, form the entire agreement between you and Oak IQ regarding use of the Site.
13. Contact Us
If you have questions about these Terms or the Privacy Policy, please visit our contact page:
https://www.oakiq.com/contact
FAQ
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.
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.
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.
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.
Our group investment deals have a required minimum investment. That amount can vary, but a typical deal has a required minimum investment of $100,000.
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, schedule a call to learn more.