red oak capital
fund v, llc
red a+ tier ii bond
Red Oak Financial originates, short-term commercial real estate loans for sponsors seeking $1 million to $10 million. We work with banks, private lenders, mortgage bankers and brokers and other sources to deliver debt financing for sponsors’ projects.
We have underwritten more than $5 billion in commercial assets the past 10 years. Our lending relationships span private capital, institutional investors and financial companies. We are closely aligned with our sister company, Red Oak Capital LLC, whose objective is to preserve and protect investment capital while producing attractive risk-adjusted returns.
BOND YIELD: 7.5%
MINIMUM INVESTMENT: $10,000
OFFERING SIZE TARGET: $50,000,000
STATEGY: CRE LENDING
Key Terms & structure attributes
|ISSUER||Red Oak Fund V, LLC|
|OFFERING TARGET||$50 Million - Regulation A+, Tier II Bond|
|INVESTOR QUALIFICATIONS||General Solicitation|
|TERMS - BROKER DEALER||7.50% Senior Secured Bonds (Series A Bonds), Matures 12/31/2026|
|TERMS - FEE BASED||8.00% Senior Secured Bonds (Series Ar Bonds), Matures 12/31/2026|
|INTEREST PAYMENTS||Paid quarterly in arrears: January 25, April 25, July 25, October 25|
|CONTINGENT INTEREST PAYMENT||Contingent interest payment will be equal to the spread times 20%|
|OFFERING PERIOD ENDS||December 31, 2021|
|OFFERING & REPORTING||Regulation A+, Tier II|
|REPORTING||Audited annual financials, semi-annual financial reporting, quarterly notices & portfolio snapshots|
|CREDIT FACILITY||May use credit facility to bridge operational cash flows|
|INVESTING||Existing cash-flowing commercial real estate in US and US Territories|
|VALUATION||In accordance with US GAAP; fair value will be audited annually|
what is a reg a+ offering?
Raymond Davis, Chief Business Development Officer at Red Oak Capital, and Robert R. Kaplan, Jr., partner at Kaplan, Voekler, Cunningham & Frank, illustrate how the Reg A process works and how it is best utilized with the number of capital raising channels and options available to the public.
To request information about our company, please contact us and someone will be in touch shortly.
The contents of this website and/or any related webpage links do not constitute an offer of securities or a solicitation of an offer to buy securities. Securities offered through Crescent Securities, LLC, Member FINRA/SIPC. Crescent Securities is not affiliated with Red Oak Capital Holdings, LLC, [or other entity] or any affiliate thereof.
The information on this website is for informational purposes ONLY and does not constitute an offer to sell or the solicitation of an offer to purchase securities. Any such offer will be made solely by means of the offering circular contained in a qualified offering statement. The information contained herein may not be used in connection with an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not qualified or to any person to whom it is unlawful to make such offer or solicitation. Neither the Securities and Exchange Commission nor any other regulatory body has approved or disapproved or passed upon the accuracy or adequacy of these materials.
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The offering statement of the company and the most recent offering circular can be found at: