Investment Criteria
White Oak Real Estate Advisors will invest directly or alongside local operating partners in a range of commercial and residential real estate assets with a emphasis on maintaining an attractive basis in each investment relative to replacement cost and current market value. We generally focus on growth markets with significant barriers-to-entry and target investments that offer superior risk-adjusted returns where value can be achieved through a strategic repositioning, redevelopment, ground-up development, lease-up or management inefficiency.
Target Equity Investment per Transaction: $500,000 to $10 million
Target Total Project Capitalization: $2 to $50 million, depending on position in the capital stack
Product Type: Self-Storage, Retail, Office, Industrial, Multifamily, Hospitality,
Development Land (Commercial and Residential) and For-Sale Residential Product.
Investment Profile: Repositioning, Redevelopment, Ground-Up Development, Lease-Up, Stabilized
Project-level IRR Returns: 18% to 25%+
Minimum Equity Multiple Goal: 2.0x
Hold Period: Two (2) to Seven (7) Years
Primary Target Markets: Atlanta, Charlotte, Georgia /South Carolina Coastal Regions, Texas
Secondary Markets: Florida, South Carolina, North Carolina, Alabama, Tennessee. Other markets, including tertiary markets, will be selectively considered.
Target Total Project Capitalization: $2 to $50 million, depending on position in the capital stack
Product Type: Self-Storage, Retail, Office, Industrial, Multifamily, Hospitality,
Development Land (Commercial and Residential) and For-Sale Residential Product.
Investment Profile: Repositioning, Redevelopment, Ground-Up Development, Lease-Up, Stabilized
Project-level IRR Returns: 18% to 25%+
Minimum Equity Multiple Goal: 2.0x
Hold Period: Two (2) to Seven (7) Years
Primary Target Markets: Atlanta, Charlotte, Georgia /South Carolina Coastal Regions, Texas
Secondary Markets: Florida, South Carolina, North Carolina, Alabama, Tennessee. Other markets, including tertiary markets, will be selectively considered.