The Value of Experienced Investment Perspectives
Discover our alternative investment offerings ranging from debt and equity investments to targeted and diversified Real Estate investment strategies
- FUNDS LAUNCHED*
- 40+
- CAPITAL DEPLOYED*
- $1.8+ BILLION
- OF COMBINED INDUSTRY EXPERIENCE
- 50+ YEARS
Oakhurst Advisors
Real Estate Focused Investment Advisory
Investment Strategies for private funds, mutual funds, separately managed accounts, and other pooled investment vehicles.
- Trusted Investment Advisors
- Oakhurst Advisors (“Oakhurst”) is a Los Angeles based, SEC- REGISTERED INVESTMENT ADVISOR, founded in 2014
- Seasoned Risk Managers
- Principals with DECADES OF EXPERIENCE managing risk and return across different real estate asset classes and regions.
- Precision in Diversification
- DISCIPLINED AND METHODICAL INVESTMENT APPROACH to assemble a WELL-DIVERSIFIED PORTFOLIO, with assets allocated across over THIRTY-FIVE limited partnerships (LP Funds).
- Diverse Equity Portfolios
- Oakhurst REAL ESTATE related EQUITY FUNDS include most classes of real estate, including, single family, multi-family, retail, office, industrial and hospitality.
- Debt Financing Solutions
- Oakhurst REAL ESTATE related DEBT FUNDS provide real estate secured debt financing for acquisition, construction, repositioning, and other business purposes, secured by most traditional lasses of real estate.
Strategies
Discover Oakhurst Advisors' diversified strategies designed to deliver stable investment opportunities for various market cycles.
- PRIVATE EQUITY
- Fund of Funds (RE)
- PRIVATE CREDIT
- Fund of Funds (RE)
- Real Estate Debt
- REAL ESTATE
- Fund of Funds
- Opportunistic
- Distressed & Special Situations
Investment Highlights*
Our combined portfolio of real estate investments includes
- Multi-Family
- Investments in over 15,000 units in growing markets across the United States (CA, OR, WA, TX, IL, and others)
- Hospitality
- Investments in flagged hotels (Marriott, Hyatt and Intercontinental) in CA, TX, and PA, with over 1,800 rooms/keys
- Office
- Investments in over 1,000,000 square feet (San Diego, Kansas City, Washington D.C. and Overland Park, Kansas)
- Industrial
- Investments in over 4,000,000 square feet, including pending closings (Whiteland, Indiana)
- Retail
- Investments in over 4,000,000 square feet of single tenant, neighborhood retail and amenity retail investments.
- Trust Deeds
- Acquisition of well over $1 Billion in real estate trust deeds secured by all classes of real estate located in CA, WA, NY and the Mid-West.
Industry Partners
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Important Information: Unless otherwise stated, information provided reflects the views of Oakhurst Advisors, LLC (“Oakhurst”) as of the date of this publication. Such views are subject to change at any point without notice. This website is being provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based on any information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. For complete information regarding Oakhurst services, fees charged and other important disclosures, please see our Form ADV Part 1A and Form ADV Part 2A Disclosure Brochure, which can be obtained by calling +1.800.235.6517 or at SEC INVESTMENT ADVISER PUBLIC DISCLOSURE page. Oakhurst is an SEC- registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Oakhurst may only transact business in the states where the firm is noticed filed or otherwise exempt.
*Stated values include Oakhurst together with its affiliated entities and persons. Figures specific to Oakhurst Advisors, LLC are materially lower. For regulatory assets under management or information regarding private funds advised by Oakhurst, please see Oakhurst’s Form ADV Part 1A and Form ADV Part 2A Disclosure Brochure at SEC INVESTMENT ADVISER PUBLIC DISCLOSURE page.