Liquidated 2019
Oak Fund I
Launched 2008 • $12M raised
Southeastern’s inaugural fund — focused on acquiring, developing, and selling commercial real estate. Delivered strong returns; fully liquidated.
0+
Years raising equity
~$0M
Total equity raised
0+
Investors
Multi-state
Portfolio footprint
How We Invest
Capital is deployed through two complementary structures. Our real estate funds offer investors diversified exposure across multiple projects, asset classes, and geographies within a single vehicle. Our direct single-asset LLCs allow targeted investment in specific properties — the Oak Funds themselves participate in many of these alongside direct investors. Project types include Class A multifamily, retail, hospitality, and mixed-use development throughout the Southeast.
Fund History
We have sponsored six funds to date and Oak Fund VI is currently open and accepting new investors.
Liquidated 2026
Oak Opportunity Investments
Launched 2010 • ~$13M raised
Targeted distressed assets and loans during market dislocation. Delivered strong returns; fully liquidated.
Closed to new investors
Oak Fund III
Launched 2012 • $25M raised
Opportunistic strategy with new development in strategic Southeast markets. Five properties remaining.
Closed to new investors
Oak Fund IV
Launched 2015 • $25M raised
Fully subscribed in five months. Focused on new development and value-add land. Two properties remaining.
Closed to new investors
Oak Fund V
Raised 2018–2020 • $55M raised
Class A multifamily and limited-service hotels across six states. Eleven active investments.
Accepting investors
Oak Fund VI
Currently raising • $55M target
Class A multifamily and retail development in Southeastern markets. Ten current properties. Accepting investments until December 2026.
Direct LLC Investments
In addition to our Oak Funds, Southeastern periodically offers direct investment opportunities through single-asset LLCs. These vehicles focus primarily on Class A multifamily and retail projects, allowing investors to participate in a specific deal rather than a diversified fund. Availability varies — opportunities are offered on a deal-by-deal basis as they arise.
Contact Us
For inquiries about either investment structure, please reach out to the appropriate member of our team.
