INVESTMENT PARTNERSHIP PORTAL

Define your acquisition parameters to help us identify off-market opportunities tailored precisely to your portfolio strategy. All information is held in strict confidence.

Your Investment Profile

Crown & Oak Capital connects institutional and sophisticated investors with exclusive off-market commercial real estate opportunities. The criteria you provide below will be used to curate precisely matching assets for your consideration.

Application Progress
1
Strategy
2
Markets
3
Parameters
4
Contact
1
Investment Strategy

Define the fundamental parameters that guide your acquisition strategy and portfolio composition.

Primary Investment Objective ?
Your overarching investment goal informs our matching algorithm to identify opportunities with the right balance of characteristics.
Portfolio Strategy ?
How this investment would fit within your broader portfolio strategy.
Asset Classes ?
Select all property types that align with your investment mandate.
Risk Profile ?
Select all risk profiles that align with your investment mandate.
Typical Holding Period ?
Your preferred investment horizon.
Asset Repositioning Capability ?
Your organization's capacity to execute repositioning strategies.
2
Geographic Parameters

Define the geographic focus and market characteristics for your investment strategy.

Market Tiers ?
Select all market tiers that meet your investment criteria.
Target Regions ?
Select all regions that align with your geographic strategy.
Target MSAs/Submarkets ?
List specific markets, MSAs, or submarkets of interest.
Desired Growth Drivers ?
Select the key market fundamentals you prioritize.
Target Entrance Cap Rate Range
4.0%
6.5%
3.0% 4.5% 6.0% 7.5% 9.0%
Adjust based on market tier and property type.
Location Preferences ?
Properties with specific location characteristics.
3
Financial Parameters

Define the financial thresholds, return requirements, and structural considerations for your investments.

Equity Check Size Range ?
Your typical equity deployment per transaction.
$10M
$50M
$5M $25M $50M $75M $100M+
Stabilized Asset Value Range ?
Total asset value range for stabilized properties.
$25M
$100M
$10M $50M $100M $150M $200M+
Minimum Unlevered IRR ?
Base unlevered return threshold.
Target Levered IRR ?
Desired levered return for typical investments.
Minimum Cash-on-Cash Return ?
Cash yield requirement by stabilization.
Maximum Leverage (LTV/LTC) ?
Leverage ceiling for typical investments.
Exit Strategy Preferences ?
Select all viable exit strategies for your investments.
Preferred Investment Structure ?
Your typical ownership and partnership preferences.
4
Property Specifications

Define physical property characteristics, tenant criteria, and operational preferences.

Property Age / Vintage ?
Preferred construction/renovation timeframe.
Minimum Property Size ?
Minimum property dimensions by asset class.
Tenant Profile ?
Tenant characteristics and lease requirements.
Operations Approach ?
Your preferred property management strategy.
ESG Considerations ?
Environmental, Social, and Governance priorities.
Preferred Asset Condition ?
Physical condition criteria for target properties.
Deal-Breaker Factors ?
Critical factors that would immediately disqualify an opportunity.
Additional Investment Criteria ?
Any specialized requirements or preferences not covered above.
5
Investor Information

Provide confidential contact information to establish your investor profile in our system.

Organization Name
Investor Type
Primary Contact Name
Position/Title
Email Address
Direct Phone
Assets Under Management
Annual Acquisition Target
Current Investment Activity
6
Investor Contact Details

Please provide your contact information to establish direct communication regarding matched investment opportunities.

Primary Decision Maker
Title/Position
Email Address
Direct Phone
Organization
Location
Preferred Contact Method
Preferred Contact Time
Additional Notes or Specific Requests
7
Terms & Acknowledgments

Please review and acknowledge the following terms that govern our relationship and the services provided by Crown & Oak Capital.

Advisory Relationship Disclosure

Crown & Oak Capital operates exclusively as an independent private investment advisory firm. We facilitate connections between qualified investors and property owners but do not act as a licensed broker-dealer, real estate broker, or agent in any transaction. Our role is strictly limited to providing introductory services, investment intelligence, and transaction facilitation.

Due Diligence Responsibilities

While Crown & Oak Capital strives to present accurate information about investment opportunities, all investors are solely responsible for conducting independent due diligence on any potential transaction. We do not guarantee the accuracy or completeness of any information provided and make no representations regarding investment performance, property conditions, or transaction outcomes.

Limitation of Liability

In no event shall Crown & Oak Capital, its partners, directors, officers, employees, or affiliates be liable for any direct, indirect, incidental, special, exemplary, or consequential damages arising from your use of our services or any investment decisions made based on information provided through our platform.

Legal Acknowledgments