Investment Philosophy

At Live Oak Capital Partners we have a bit of an 'old fashioned' approach to investing:  we believe in always treating our partners' and clients'  money as if it were our own and taking personal responsibility to deliver on our promises.  We are committed to aligning interests and having full transparency with our clients, partners, and investors.  

Our team has an established track record of identifying and executing on sound investment strategies.   We concentrate on sourcing unique opportunities, turning them into institutional investment grade assets, and achieving successful results through both long term cash flow and sound exit strategies.  We underwrite and manage all our real estate assets to the quality and standards of large financial institutions.  Our long-term perspective supported by a detail-oriented approach yields creative solutions and favorable results. 

Investment Strategy 

Our objective is to create value by acquiring and developing well-located, fundamentally strong real estate assets for 1- to 10-year holds. Our investments include:

Product Types:  Office, industrial, self storage, and manufactured housing

Investment Profiles:  Stabilized, distressed, development, and redevelopment

Location:  Primary and secondary markets across the Southeastern U.S.

Size:  $1 million – $20 million

Hold Period:  1-10 years