Oak & Stone Real Estate

What Oak & Stone Real Estate does

Oak & Stone Real Estate is a privately held, locally owned boutique residential real estate brokerage headquartered in Rochester, Michigan, founded in 2021 by Sarah Patrick and Jennifer Tait. The firm serves Southeast Michigan across ten counties — Oakland, Macomb, Wayne, Lapeer, Livingston, Genesee, St. Clair, Washtenaw, Saginaw, and Midland — through a roster of 40–50 licensed agents. Its client base spans first-time buyers, luxury, relocation, new construction, and waterfront property segments.

The brokerage is built on the Sierra Interactive platform for property search and lead capture, augmented by an in-house product suite: Property Tracker, Coming Soon/VIP alerts, a New Construction gallery, a Mortgage Calculator, and a Trusted Contractors Directory. A separate subsidiary, Oak & Stone Holding, provides license-holding services for agents. The firm received Hour Detroit 2024 All Stars and Real Producer 2024 recognition, indicating local market standing for a four-year-old operation.

Revenue is generated through three streams: commission splits on closed residential transactions, agent subscription fees capped at $5,500 annually plus $50 per month, and inbound referral fees. The cap-and-subscription model, combined with regional agent acquisition, positions the firm as a tech-enabled boutique alternative to traditional and national franchises in the Detroit suburbs.

Name

Oak & Stone Real Estate

Legal name

Oak & Stone Real Estate

Website

https://oakandstonerealestate.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Oak & Stone Real Estate is a Rochester, Michigan-based boutique residential brokerage founded in 2021, serving Southeast Michigan across ten counties through 40–50 licensed agents with a tech-enabled service platform.

Ownership category

akta.pro rank

Product category

Residential Real Estate Brokerage

NAICS

Offices of Real Estate Agents and Brokers (5312), Offices of Real Estate Agents and Brokers (531210), Offices of Real Estate Agents and Brokers (53121)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Traditional Residential Brokerage (Existing Homes) (BPAJAAAA)

akta.pro secondary industries

Seller Representation & Listing Services (BPAJAAAK), Buyer Representation Services (BPAJAAAJ)

Keywords

• Residential real estate brokerage
• Home buying services
• Home selling services
• Property search platform
• Real estate commissions

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Residential Real Estate Commissions: Traditional real estate commission-based revenue from residential property sales. Agents earn commissions on completed transactions, with the brokerage providing office, technology, marketing tools, and support services. Commission splits typically favor the agent while the brokerage provides lead generation, branding, and operational infrastructure.
2. Agent Dues and Fees: Agents pay annual caps and monthly fees for brokerage services. The Join Us page indicates $5,500 annual cap with $50 monthly fee, including E&O insurance. This provides agents access to technology, training, marketing support, and broker leadership.
3. Referral Fees (Oak & Stone Holding): Oak & Stone Holding provides holding services for inactive Michigan salespersons for $99/year with 75/25 referral commission split. Revenue comes from referral fees when referred clients transact with other brokerages.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Oak & Stone Real Estate is a residential real estate brokerage providing buyer and seller representation services across Southeast Michigan. Agents assist clients with home purchases, sales, new construction transactions, relocations, luxury market transactions, and waterfront property deals. The brokerage also recruits and supports licensed real estate agents through a subscription-based membership model and operates Oak & Stone Holding, a separate license-holding service for inactive Michigan salespersons.

Product overview

Oak & Stone Real Estate operates as a tech-forward residential brokerage offering a unified platform for Southeast Michigan home buyers and sellers. The core offering centers on a property search tool with MLS integration and interactive map functionality, supplemented by a New Construction gallery for brand-new homes and a Coming Soon/VIP early-access service for pre-market properties. Users can create free Property Tracker accounts to save searches and receive alerts. Additional services include a Free Market Analysis tool for home valuations, a curated Trusted Contractors Directory spanning 30+ service categories, a Community and Neighborhood Guide with county-by-county coverage, a Mortgage Calculator with amortization scheduling, an educational blog with 2026 market predictions, and video-based property tours and market advice content. The platform is built on Sierra Interactive technology and aggregates listings from regional MLS systems across Oakland, Macomb, Wayne, Livingston, Washtenaw, St. Clair, and Lapeer Counties.

Differentiator

Problem solved

Functional benefit

Brands

• Oak & Stone Holding: A Michigan Real Estate Broker that holds licenses for Michigan salespersons who are not actively practicing real estate but would like to keep their salesperson license. Offers referral income opportunities with a 75/25 commission split.

Products and services

• Residential Real Estate Brokerage Services Full-service residential buyer and seller representation across Southeast Michigan including Oakland, Macomb, Wayne, Livingston, Washtenaw, St. Clair, Lapeer, Genesee, Saginaw, and Midland Counties. Services cover general residential transactions, new construction purchases, luxury property sales, waterfront transactions, and cross-county relocations. Agents provide strategic marketing, professional photography and videography, negotiation, and transaction coordination.
• Agent Brokerage Membership Subscription-based brokerage membership for licensed Michigan real estate agents. Includes access to technology, training, marketing support, E&O insurance, broker leadership, and a CRM platform optimized for lead capture, nurturing, and conversion. Priced at $5,500 annual cap with $50 monthly fee, with flexible payment plans available to pay cap upfront or throughout the year.
• Oak & Stone Holding License Service License-holding service for Michigan real estate salespersons who are not actively practicing real estate but wish to keep their salesperson license active. Offered at $99/year with a 75/25 referral commission split when referred clients transact with other brokerages.

Quantifiable outcome

• Well-priced homes in Rochester sell in approximately 29 days
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• External Quality BrokeragesminorGTM or Marketing PartnerBuilding external referral partnerships with other quality brokerages to serve clients beyond the immediate market while sharing commissions fairly. Encourages agents to refer clients to teammates who are better positioned to serve them in specific niches or geographies.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• @properties (Christie's International Real Estate): Midwest-rooted residential brokerage with growing Michigan presence. Comparable tech-forward, agent-empowerment positioning and modern marketing orientation.
• RE/MAX of Southeastern Michigan: National franchise with strong Michigan franchisee presence in the same Southeast Michigan counties. Competes for the same agent talent and residential listings under a global brand.
• Century 21 (Michigan franchises): National franchise with significant Michigan agent count across the same counties. Competes for entry-level and mid-market residential transactions and agent recruitment.
• Real Estate One: Michigan-founded family brokerage with heavy concentration in Oakland, Macomb, and Wayne counties. Same target customer (Metro Detroit residential buyers/sellers) and same agent-recruitment-driven business model.
• Howard Hanna Real Estate: Largest privately held real estate brokerage in the U.S., headquartered in the Midwest with deep Michigan presence. Directly competes with Oak & Stone for residential agents and listings across the same Southeast Michigan counties.
• Keller Williams Realty (Michigan market): Agent-centric model with multiple Michigan market centers in Oakland and Macomb counties. Closely aligned with Oak & Stone's focus on agent empowerment, technology tools, and capped fees.

Broad incumbents

• Compass: Tech-forward national brokerage expanding into luxury markets nationwide. Comparable emphasis on technology, marketing, and premium agent tools; competes for top-producing agents in Michigan luxury enclaves.
• Coldwell Banker Realty (Michigan): Long-established national franchise with strong Michigan market share, including luxury and waterfront segments. Overlaps with Oak & Stone's Birmingham/ Bloomfield Hills luxury and Lake St. Clair waterfront focus.
• Sotheby's International Realty (Michigan affiliates): Global luxury brokerage with affiliate presence in Birmingham and Bloomfield Hills. Directly competing in the high-end residential segment Oak & Stone targets.
• Berkshire Hathaway HomeServices (Michigan): National luxury-tilted franchise network with multiple Michigan affiliates. Competes in the same Birmingham, Bloomfield Hills, and Rochester Hills luxury segments that Oak & Stone targets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/OakandStoneRealEstate
• LinkedInlinkedin.com/feed
• Instagraminstagram.com/oakandstonerealestate/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oak & Stone Real Estate