Banner Oak Capital Partners manages private real estate investment funds that invest in operating companies, real estate ventures, and direct property assets. Banner Oak focuses on sectors such as multifamily, industrial, office, retail, and specialty strategies including student housing, senior living, and self-storage. The firm operates as a single advisory business alongside its affiliated general partners, providing discretionary management directly to the funds rather than to individual investors. Services include identifying investment opportunities, negotiating terms, managing assets, and executing dispositions. Banner Oak emphasizes a research-driven approach, active asset management, and alignment of compensation structures with investment objectives. The firm manages billions in regulatory assets, primarily serving institutional clients, pension funds, endowments, foundations, and high net worth individuals who meet specific suitability standards.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.