Institutional-Level Disciplines for Alternative Investments

Red Oak’s institutional-caliber investment standards make satisfying fiduciary responsibilities straightforward.

Our suite of strategies are specifically designed to deliver an alternative return stream that enhances diversification and risk efficiency with low correlation to broader financial markets.

Our experienced leadership team has successfully navigated eight commercial real estate market cycles by maximizing value with a focus on capital preservation and down-side protection as an integral part of the investment process.

THE RED OAK INVESTMENT STRATEGY

Contact for More Information or to Schedule a call

Institutional-Level Disciplines for Alternative Investments

Red Oak’s institutional-caliber investment standards make satisfying fiduciary responsibilities straightforward.

Our suite of strategies are specifically designed to deliver an alternative return stream that enhances diversification and risk efficiency with low correlation to broader financial markets.

THE RED OAK INVESTMENT STRATEGY

Contact for More Information or to Schedule a call

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Institutional Income Strategy

The Oak Institutional Credit Solutions Fund, LLC was structured to deliver an investment solution that is designed to align and support institutional investment objectives. The strategy aims to provide stable, consistent cash flows over time, with low volatility and returns that are uncorrelated to broader financial markets. The size of the Fund provides optimal flexibility in taking advantage of the structural inefficiencies embedded in the small balance sheet, lower lending market. The strategy is highly focused on capital preservation and down-side protection as an integral part of the investment process and portfolio optimization.

Institutional GP/LP Structure
Low load | Preferred | Waterfall
Collateralized: Income Producing Commercial Real Estate; Senior Position

Intermediate Income Strategy

Designed for investors seeking income, diversification, low correlation to financial markets, and down-side protection. The investment grade rated bonds (BBB+) are backed by senior position, short-term, high-quality income producing commercial real estate assets. The investment strategy serves as a more optimal alternative to traditional fixed income without the duration and interest rate sensitivity risks.

RIA Only | Low load bond
Investment Grade Rated (BBB+)
Short-Term; 90-day Liquidity
Collateralized: Hard Income Producing Assets; Senior Position

Intermediate Income Strategy

RIA Only | Low load bond
Investment Grade Rated (BBB+)
Short-Term; 90-day Liquidity
Collateralized: Hard Income Producing Assets; Senior Position

Preferred-Founder Hybrid Growth Strategy

The strategy delivers a unique solution for investors seeking growth in the form of a preferred structure with retained equity interests that participates in the economics of the General Partner. The structuring and execution are designed to compensate investors with a priority yield and an investment return based on the successful growth of the company. This offering represents a limited opportunity based on a proven investment thesis in the creation and delivery of value.

Retail BD/RIA Bond Structure
Medium Term - Income with Growth
Collateralized: Opportunistic / Distressed RE
Founder Level Carried Interest