Oakwood Real Estate Partners creates wealth by investing in real estate and Sponsors often overlooked by large institutional investors. Our model focuses on alignment of interests with our investors.
We believe in partnership and all that it implies.
Relationship Based Approach
Oakwood Real Estate Partners has established far-reaching relationships with a core group of sponsors in order to source commercial real estate investments in multifamily, retail, office, senior housing, industrial and land assets throughout the United States. Investments with repeat sponsors enhances efficiency, increases alignment and improves execution. Our strategy is based upon the belief that real estate is a local business best understood by local experts.
Non-Institutional Real Estate
Focus on smaller assets which are below institutional funds' equity investment size limits creating inefficient asset pricing which Oakwood exploits. Additionally, making multiple small investments improves diversification.
Provide broad diversification within commercial real estate by originating investments across various markets and asset classes and by investing in a large number of smaller investments.
Target value-add and opportunistic investments which provide superior multiple returns (gross return on capital) versus short-term, high IRR returns.
Apply institutional execution to a diversified portfolio of non-institutional real estate. Oakwood places high emphasis on asset management as well as acquisition. The Firm adheres to comprehensive underwriting standards, requires unanimous investment committee approval and executes focused and sophisticated asset management. Each investment receives Partner-level attention from acquisition to disposition.
Comprehensive debt approach which includes: responsible loan-to-value ratios, interest-rate security (e.g. fixed/hedged), single-asset exposure, portfolio level maturity management and non-recourse to investors.