pursues opportunistic and value-add
asset purchases and operational
opportunities on behalf of a diversified
set of investors ranging from
institutions to individuals.
Our clients view the world of investment as one that is
constantly evolving – not as an indiscriminate
whole, but in discrete, specialized
sectors where highly experienced
developers and sponsors are creating and
enhancing value in such
areas as healthcare, student housing, office, urban
gilt-edged retail projects, and a host
of hard asset management turn-around
For over 17 years we have built both
our investment business
and our reputation on being able to
find, research, winnow-out and invest in
the types of assets that typically
achieve above-average returns on a risk-adjusted basis.
real estate investment funds are
targeted in the $5 million
range, our operating asset investments
can range anywhere in size from $1 to
RiverOak focuses on rigorously
vetted niche opportunities
throughout the U.S. We work with clients
who have a traditional real risk
mindset – in which real investment risk and reward are more
commensurate with each other.
Our fee structures vary with changing
market conditions. In that respect, we
are nimble and flexible in working with
clients to deliver optimum performance
in a mutually beneficial manner.
Together, the investment committee
members have almost 150 years of
combined experience in all phases of
investment sourcing, acquisition,
management and financing.