Investing in Western Canada
West Oak firmly believes in the strong fundamentals of the western Canadian markets. Saskatchewan and Alberta stand out as leaders in Canadian growth, offering robust long-term growth prospects. The pricing and growth opportunities in these regions surpass those found in primary Canadian markets, making them ideal for strategic real estate investments.This new venture is dedicated to deploying capital in the thriving markets of Saskatchewan and Alberta.
Team and Commitment
Our senior leadership team, investment committee, and advisory committee bring over 150 years of combined real estate experience to the table. To demonstrate our confidence, we have committed to a minimum of 10% of the capital raised.
Execution Strategy
West Oak is a proven full-service real estate provider, ensuring maximum value creation across all stages of the investment lifecycle, from planning to execution.
Investment
- Underwriting and due diligence
- Acquisitions and dispositions
Asset Management
- Capital planning
- Leasing
- Building optimization
- Debt financing management
Development
- Development approvals and applications
- Ground-up development
- Adaptive-reuse
- Value-add
Construction
- General contractor
- Project design and costing
Property Management
- Residential and commercial
- Building operations and site management
In addition, West Oak has formed a strategic partnership with Riverpark Properties, enhancing our local expertise and presence in Alberta.
Fund Highlights
- Duration: 7-year closed-end fund
- Target Returns: 10% – 12% net returns compounded per annum
- Leverage: Target leverage of 65% of appraised value of the assets
- Minimum Investment: $100,000 (100 units)
Capital Raise Milestones
- First Close: Successfully raised $25M June 30, 2024
- Second Close: Scheduled for September 30, 2024, with a target raise of $35M and a maximum raise of $75M
Investment Strategy
Our fund is strategically diversified to maximize returns and manage risk with targeted diversification of:
- Opportunistic: 10%
- Value-Add: 20%
- Core-Plus: 40%
- Core: 30%
Asset Allocation
We invest in a balanced mix of property types:
- Industrial: 30%
- Office: 30%
- Retail: 25%
- Multi-Family: 15%
Geographic Focus
Our investments are geographically diversified across the strongest markets in Western Canada:
- Alberta: 40%
- Saskatchewan: 60%
Investment
The West Oak Investments Limited Partnership is a fund dedicated to the growth potential of Western Canada’s real estate markets. With our experienced team and proven strategy, we aim to deliver consistent and attractive returns for our investors.
