RIVEROAK INVESTMENT STRATEGY RiverOak provides "gap equity" to real estate developers who are competent, reliable and need cash, i.e. RiverOak fills the "gap" required to complete the transaction.   RiverOak projects annual investor returns in excess of 15%, over five to seven years, primarily through capital appreciation of the fund's assets.   Drawing on 40 years of real estate experience, RiverOak invests in opportunities for renovation and/or repositioning, in the Washington-to-Boston corridor.   RiverOak provides individual investor access to a diversified real estate portfolio with a low front-end load and no fees.   RiverOak's investment targets are properties valued under $15M in total capitalization, eliminating institutional funds as competitors.   INVESTOR BENEFITS  Capital gains over a five to seven year time period. Complements equities, bonds and other investment holdings. Diverse portfolio of small-cap, value-added properties. Direct access to fund's decision makers. Real-time, all-the-time personal investment information.   ABOUT RIVEROAK INVESTMENT CORP., LLC Company Overview: RiverOak creates real estate investment products. The company invests in commercial and residential projects along the Washington, DC-to-Boston corridor that feature the opportunity for capital gains through project repositioning and/or renovation. A typical real estate opportunity evaluated by RiverOak ranges anywhere from $2,000,000 to $15,000,000 in total capitalization, and $400,000 to $2,000,000 in equity. This niche separates RiverOak from institutional competitors, who generally invest in much larger deals. RiverOak seeks investments with market-based local partners and developers who typically manage the project on an operating basis. Existing investments include a 45,000 square foot, class A, multi-tenant office building in suburban White Plains, New York; a 15-acre, build-to-suit office park in Wall Township, New Jersey, with an option on an additional 15 acres; and an equity and carried interest in a 500,000 square foot, three building complex in suburban Detroit. RiverOak provides low-load access to investors who desire diversification, both in their overall investment portfolio and within the real estate portion of that portfolio. Investors must be Regulation D qualified. RiverOak's objective for investors is a greater than 15% cumulative return on an investor's capital. The typical RiverOak investor prefers the opportunity for capital gain rather than current cash flow. Both of the Managing Directors of RiverOak, Stephen DeNardo and George Yerrall are also investors in the fund. Principal's Resumes: (click name for more detailed resume) Stephen DeNardo: Partner in charge - ING Realty Partners Asset Management. Assets managed exceeded $1 billion. President - ARES Realty Capital. Invested capital for MONY, Whitehall and Overseas Capital Corporation. Assets managed exceeded $5 billion. Managing Partner - First Winthrop Corporation. Responsible for Commercial Office Division.   George Yerrall: Acquisition Associate and Assistant to the Chairman - First Winthrop Corporation. Negotiated tax-free exchange for land under the Gulf and Western building. President - Pecoy Development Company. Managed land acquisition and all sales functions for high-end Western Massachusetts custom homebuilder. Broker/owner - Stearns & Yerrall, Inc. Grew residential company from 39 to 125 agents and gross sales from $45M to $125M over five years.

EXECUTIVE SUMMARY SUBSCRIPTION AGREEMENT OFFERING MEMORANDUM

about RiverOak | resumes and photos | articles and links newsletter | property photos| latest offering memorandum HOME

© RiverOak Investment Corp, LLC · All rights reserved Privacy · Legal Statement