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Investment Criteria

Oak Realty Group, Inc. targets stabilized, income-producing office, medical office and industrial properties that provide the ability to create value over a five to ten year hold period through continued investment in the asset, improved property operations, strategic capital deployment and strategic leasing.

Property Characteristics

  • Suburban office, medical office and industrial properties
  • Class A and B product type
  • Typically post 1990 construction
  • Multitenant assets preferred

Markets

  • Geographic focus on Chicago and secondary Midwest markets
  • High barrier to entry/in-fill locations with good visibility, strong employment fundamentals, access to transportation and amenities
  • Municipalities with cohesive growth plans, strong municipal bond ratings, and devoid of current or future utility constrictions

Investment Parameters

  • Minimum investment: $3,000,000; no maximum size
  • Targeted size: $10 to $40 million
  • Typically use long term, fixed rate debt at 65%-80% LTV
  • Typical hold period of 5-10 years

Acquisition and Investment Strategy

  • All-cash or subject to attractive assumable in-place financing
  • Properties with value-add component will be given strong consideration
  • Tax credit or bond financed properties
  • Partnership buyout or restructurings
  • Acquisition of performing, non-performing, or mezzanine notes
  • Preferred equity or mezzanine investments

For more information or to discuss an acquisition opportunity, please contact:

Adam Levine
President
(847) 400-5700
alevine[thisAt]oakrealtygroup[thisDot]com