Pacific Oak Capital Advisors

Performance

Pacific Oak Strategic Opportunity REIT collected 96.1% of its Single Family Rental rents in December 2020. Occupancy increased from 89% as of 12/31/19 to 94% as of 12/31/20. Its Office portfolio with a $1.3 billion December 2020 NAV Value collected 95.8% of its December 2020 rents.

Pacific Oak Capital Advisors is an investment management firm that focuses on real estate and real estate related investment and is run by co-founders Peter McMillan and Keith Hall, who have collectively participated in $175+ billion of real estate and real estate related acquisitions and dispositions throughout their careers. Pacific Oak currently manages a diverse array of assets consisting of office, industrial, hospitality, raw land, multi-family, and single-family rentals for both institutional and wealth management channels.

Pacific Oak is the advisor for Strategic Opportunity REIT, Singapore-based Keppel Pacific Oak US REIT, and the Pacific Oak Qualified Opportunity Zone Fund, as well as other offerings including Delaware Statutory Trusts. Pacific Oak’s focus is matching capital with opportunity via core, core plus, value add, and opportunistic investment strategies designed to generate compelling risk adjusted returns.

Operational

Approximately 61.4% of Pacific Oak Strategic Opportunity REIT’s property portfolio NAV is in the Office category. 16.5% is in Apartment & Single Family Rentals, 12.9% is in Land, and 5.0% is in Hotels.

About Investment Manager

Founded: 2018

Founder(s):

Keith Hall

Peter McMillan

Management Team:

Keith D. Hall:

Co-Founder

Peter McMillan:

Co-Founder

Michael Bender:

Chief Financial Officer

Matthew Mai:

Chief Compliance Officer

Brian Ragsdale:

Executive Vice President of Transaction Management

Jeff Rader:

Executive Vice President of Asset Management

Mick Manning:

Chief Executive Officer (Pacific Oak Capital Markets)

Jeffrey Kremin:

National Sales Manager (Pacific Oak Capital Markets)

Lee Bastidas:

Director of National Accounts (Pacific Oak Capital Markets)

Mark Koshan :

Manager of Product and Due Diligence (Pacific Oak Capital Markets)

Contact Information

Pacific Oak Capital Advisors
11766 Wilshire Blvd
Suite 1670
Los Angeles, CA 90025

Phone Number
1-866-PAC-OAK7

Website
www.pacificoakcapitaladvisors.com

Snapshot

Capital Raise

SmartStop REIT Advisors, LLC, an affiliate of SmartStop Self Storage REIT, Inc., a self-managed and fully-integrated self storage company, announced on March 11, 2020, that they have partnered with Pacific Oak Capital Markets LLC, to serve as the dealer manager for potential investment offerings the firm may sponsor.

AUM*
$3.2 Billion

Total Equity Raised**
Pacific Oak Strategic Opportunity REIT (Closed): $561.7 Million
Pacific Oak Strategic Opportunity REIT II (Closed): $260.8 Million

Number of Liquidity Events***
TBD

* Total assets for all active alternative investments at most recent quarter end.
** During offering periods, including DRIP proceeds, for all offerings.
*** As defined by Blue Vault where total liquidity has been achieved for common stock.

Links

Learn more about Pacific Oak Capital Advisors and how we add value at www.pacificoakcapitaladvisors.com.

Pacific Oak Capital Advisors

Pacific Oak Capital Markets

Pacific Oak Strategic Opportunity REIT Announces $9.68 Estimated NAV

Pacific Oak Strategic Opportunity REIT II Sets Date for Merger Vote

Pacific Oak Strategic Opportunity REIT Acquires 559 Rental Home Portfolio

Pacific Oak Strategic Opportunity REIT II Responds to Third Party Tender Offer

Pacific Oak Grows Assets Under Management to $3.2 Billion During 2019, Expands Executive Team

Pacific Oak Capital Advisors Completes DST Offering of Multifamily Property in the Permian Basin

Pacific Oak Strategic Opportunity REIT, Inc. Acquires Reven Housing REIT, Inc.

KBS Announces the Transition of Certain Funds to Focus Solely on Core Assets

Pacific Oak Capital Advisors develops opportunity zone properties in Phoenix

Pacific Oak Capital Funds $33M Portland-Area Project

Pacific Oak Capital Funds Development of Wood Village Apartments in Portland-Area Opportunity Zone

Pacific Oak Capital, LLC Appoints Michael Bender as Chief Financial Officer

Pacific Oak Capital Markets Group beefs up team with new hire

Pacific Oak Companies Formed with Former KBS Capital Markets Group Executives

Press Releases

SmartStop REIT Advisors Partners with Pacific Oak Capital Markets as Dealer Manager

Industry Veteran Jeffrey Namendorf Joins Pacific Oak Capital Markets Group as Senior Regional Vice President

Pacific Oak Capital Markets Group Expands Sales Team with Two New Appointments

Pacific Oak Strategic Opportunity REIT and Pacific Oak Strategic Opportunity REIT II Complete Merger to Form $2 Billion Company⁽¹⁾

Pacific Oak Residential Trust Acquires Portfolio of 196 Single-Family Rental Homes in Illinois

Pacific Oak Strategic Opportunity REIT II, Inc. to Merge with Pacific Oak Strategic Opportunity REIT, Inc. to Create a $2.6 Billion REIT Focused on Opportunistic Real Estate

Pacific Oak Capital Advisors