Eight Decades of
experience Investing,
protecting & Preserving Capital

Our People, Our Process, Our Difference

About Us

Our team has executed more than $5 billion in transactions across the U.S. and is relied upon by borrowers to provide flexible and highly customized debt and equity financing solutions that align with our team’s strong origination, underwriting and closing capabilities, Certainty of Execution is key.

Our objective is to generate absolute returns that align with institutional targets while working diligently to mitigate the credit risk through advanced structuring and a comprehensive credit process. We seek to create risk efficient investments that optimize diversification and are purely uncorrelated to broader financial markets.

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The Red Oak Team

The Red Oak team of finance and commercial real estate experts bring nearly eight decades of experience and are adept at managing capital and investments into alternative assets,

our philosphy

Red Oak works with like-minded investors who seek value creation over the long-term with their investments. The firm remains highly focused on capital preservation and down-side protection through transaction selection, structuring and a disciplined investment approach and comprehensive institutional underwriting standards.

We believe in taking the time to understand the unique financial and investment challenges of our investors. That means carefully considering tactical asset allocations to guide investors toward advantageous strategies that achieve their return targets, while considering a host of factors such as interest rate sensitivity, diversification objectives, or volatility targets.

Grow With Us

The Red Oak platform is expanding nationally and continues to add commercial real estate finance leaders who bring experience and skill sets that align with our strategy of uncovering quality lending opportunities that deliver attractive risk-adjusted yields. Red Oak’s institutional approach to small balance lending requires collaboration among internal and external partners, resolving complex negotiations, and an unyielding commitment to guide borrowers’ decisions.

Contact us to learn about opportunities to join a forward-thinking, team-oriented company.


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5925 Carnegie Boulevard
Suite 110
Charlotte, NC 28209
[email protected]