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Pacific Oak Capital Advisors

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Namestring
Pacific Oak Capital Advisors
Websiteurl
pacificoakcapital.com
Company typeenum
Private
Founded yearint
2018
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersLos Angeles, United States
HQ citystring
Los Angeles
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
alternative investments, real estate investment, REIT management, financial product distribution, investment advisory
Industry3 codes
1Institutional Separate Accounts & SMAs (Mandates)
CodeFSAAAGALPrimaryYes
2Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes)
CodeFSAAACALPrimaryNo
3Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Real Estate Investment Management
No data
Cost components2 values
Personnel, Operations
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Pacific Oak Capital Advisors is an alternative investment company that focuses on sponsoring and distributing financial products. It serves as the external manager and REIT manager for Keppel Pacific Oak US REIT (KORE), providing investment management, asset management, and capital management services for a portfolio of US office properties. The firm also supports capital recapitalization efforts and the resumption of distributions to REIT unitholders.

Differentiator
Functional benefit
Problem solved
Product and service2 records
1Keppel Pacific Oak US REIT (KORE) External Management
CategoryReal Estate Investment Management
2Alternative Investment Product Sponsorship and Distribution
CategoryAlternative Investment Products
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Keppel Pacific Oak US Reit (Kore)
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Pacific Oak Capital Advisors serves as the external manager and REIT manager for Keppel Pacific Oak US Reit (ticker: KORE). The REIT focuses on US office properties and resumed distributions in H2 FY2025 after suspension from H2 FY2023. Pacific Oak provides investment management, asset management, and capital management services to the REIT.

Peers10 records
1ARA Trust Management
TypeDirect peer
Description

External REIT manager for several Singapore-listed REITs, including S-REITs with US real estate exposure. Comparable to Pacific Oak as a boutique external-manager model serving institutional REIT mandates.

2IREIT Global Group
TypeDirect peer
Description

Singapore-listed REIT with a similar external-manager/sponsor structure and European/US real estate exposure. Comparable structural model to Pacific Oak's management of KORE.

3Heitman
TypeDirect peer
Description

Private real estate investment manager focused on commercial real estate across multiple strategies. Comparable as a privately held, real-estate-specialized investment manager.

4Clarion Partners
TypeDirect peer
Description

Privately held real estate investment manager with a focus on US commercial real estate. Comparable as a specialized institutional real estate manager serving pension funds and other allocators.

5RREEF (DWS Group)
TypeBroad incumbent
Description

Real estate investment arm of DWS Group, managing institutional real estate mandates globally. Comparable in providing institutional real estate investment management services but at significantly larger scale.

6PGIM Real Estate
TypeBroad incumbent
Description

Real estate investment business of PGIM (Prudential Financial), managing large institutional real estate portfolios. Comparable as a large institutional real estate manager but with broader scope and scale.

7ESR Group
TypeBroad incumbent
Description

Asia-Pacific focused real estate investment manager and REIT sponsor, including logistics and office exposures. Comparable as a real estate asset manager with listed-REIT management capabilities.

8CapitaLand Investment
TypeBroad incumbent
Description

Singapore-listed real estate investment manager with global mandates and listed-REIT management. Comparable in sponsoring and managing REITs but with far broader scale and asset-class reach.

9Brookfield Asset Management
TypeBroad incumbent
Description

Global alternative asset manager with a large real estate platform. Comparable in managing institutional real estate capital, though much larger and more diversified.

10Keppel Capital
TypeOthers
Description

Asset management arm of Keppel Corporation and the listed-vehicle sponsor of KORE. Comparable as the parent/ecosystem counterparty of Pacific Oak's mandate and a related real estate investment manager.

Market position
Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Pacific Oak Capital Advisors

Real Estate Investment Managementpacificoakcapital.com

Pacific Oak Capital Advisors firmographics

Firmographics
Name
Pacific Oak Capital Advisors
Website
https://pacificoakcapital.com
Company type
Private
Founded year
2018
Headcount range
11–50 employees
Ownership category
akta.pro rank

Pacific Oak Capital Advisors industry classification

Industry
Product category
Real Estate Investment Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)
akta.pro secondary industries
Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

  • Alternative investments
  • Real estate investment
  • REIT management
  • Financial product distribution
  • Investment advisory

Where Pacific Oak Capital Advisors is headquartered

Location

Headquarters

HQ city
Los Angeles
HQ country
United States
HQ region
North America

Markets served

Pacific Oak Capital Advisors business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations

Pacific Oak Capital Advisors product offering

Product offering

Core offering

Pacific Oak Capital Advisors is an alternative investment company that focuses on sponsoring and distributing financial products. It serves as the external manager and REIT manager for Keppel Pacific Oak US REIT (KORE), providing investment management, asset management, and capital management services for a portfolio of US office properties. The firm also supports capital recapitalization efforts and the resumption of distributions to REIT unitholders.

Differentiator

Problem solved

Functional benefit

Products and services

  • Keppel Pacific Oak US REIT (KORE) External Management
  • Alternative Investment Product Sponsorship and Distribution

Companies that use Pacific Oak Capital Advisors

Customer profile

Segments1 record

Ideal customer profiles1 record

Pacific Oak Capital Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Pacific Oak Capital Advisors partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Keppel Pacific Oak US Reit (Kore)coreStrategic or Co-development PartnerPacific Oak Capital Advisors serves as the external manager and REIT manager for Keppel Pacific Oak US Reit (ticker: KORE). The REIT focuses on US office properties and resumed distributions in H2 FY2025 after suspension from H2 FY2023. Pacific Oak provides investment management, asset management, and capital management services to the REIT.

Scale indicators5 records

Pacific Oak Capital Advisors competitors and assessment

Company assessment

Direct peers

  • ARA Trust Management: External REIT manager for several Singapore-listed REITs, including S-REITs with US real estate exposure. Comparable to Pacific Oak as a boutique external-manager model serving institutional REIT mandates.
  • IREIT Global Group: Singapore-listed REIT with a similar external-manager/sponsor structure and European/US real estate exposure. Comparable structural model to Pacific Oak's management of KORE.
  • Heitman: Private real estate investment manager focused on commercial real estate across multiple strategies. Comparable as a privately held, real-estate-specialized investment manager.
  • Clarion Partners: Privately held real estate investment manager with a focus on US commercial real estate. Comparable as a specialized institutional real estate manager serving pension funds and other allocators.

Broad incumbents

  • RREEF (DWS Group): Real estate investment arm of DWS Group, managing institutional real estate mandates globally. Comparable in providing institutional real estate investment management services but at significantly larger scale.
  • PGIM Real Estate: Real estate investment business of PGIM (Prudential Financial), managing large institutional real estate portfolios. Comparable as a large institutional real estate manager but with broader scope and scale.
  • ESR Group: Asia-Pacific focused real estate investment manager and REIT sponsor, including logistics and office exposures. Comparable as a real estate asset manager with listed-REIT management capabilities.
  • CapitaLand Investment: Singapore-listed real estate investment manager with global mandates and listed-REIT management. Comparable in sponsoring and managing REITs but with far broader scale and asset-class reach.
  • Brookfield Asset Management: Global alternative asset manager with a large real estate platform. Comparable in managing institutional real estate capital, though much larger and more diversified.

Others

  • Keppel Capital: Asset management arm of Keppel Corporation and the listed-vehicle sponsor of KORE. Comparable as the parent/ecosystem counterparty of Pacific Oak's mandate and a related real estate investment manager.

Market position

Customer concentration

Pacific Oak Capital Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Pacific Oak Capital Advisors leadership team

Management profile

Number of profiles

Profiles3 records

Pacific Oak Capital Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Pacific Oak Capital Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pacific Oak Capital Advisors

What does Pacific Oak Capital Advisors do?

Pacific Oak Capital Advisors is an alternative investment company that focuses on sponsoring and distributing financial products. It serves as the external manager and REIT manager for Keppel Pacific Oak US REIT (KORE), providing investment management, asset management, and capital management services for a portfolio of US office properties. The firm also supports capital recapitalization efforts and the resumption of distributions to REIT unitholders.

When was Pacific Oak Capital Advisors founded?

Pacific Oak Capital Advisors was founded in 2018. It employs 11 to 50 people.

Where is Pacific Oak Capital Advisors based?

Pacific Oak Capital Advisors is headquartered in Los Angeles, United States, in the North America region.

Who are Pacific Oak Capital Advisors's main competitors?

Direct peers on record are ARA Trust Management, IREIT Global Group, Heitman and Clarion Partners. Broad incumbents are RREEF (DWS Group), PGIM Real Estate, ESR Group, CapitaLand Investment and Brookfield Asset Management. Keppel Capital is listed as an others.

Does Pacific Oak Capital Advisors have an API?

No public API is recorded for Pacific Oak Capital Advisors.

What industry is Pacific Oak Capital Advisors in?

Pacific Oak Capital Advisors's product category is Real Estate Investment Management. Its primary akta.pro industry code is FSAAAGAL, Institutional Separate Accounts & SMAs (Mandates), with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
PR NewswirePacific Oak Hires Matthew Mai as Chief Compliance OfficerPacific Oak appointed Matthew Mai as Chief Compliance Officer to manage the compliance programs for its registered investment adviser and managing broker-dealer subsidiaries. In this role, Mai will oversee regulatory liaison duties with entities such as FINRA, the SEC, and state regulators while strengthening the firm's internal compliance framework. This leadership addition supports Pacific Oak's ongoing growth strategy in the alternative real estate investment sector.PR NewswirePacific Oak Capital Advisors Acquires Portfolio of 42 Single-Family Homes in HoustonPacific Oak Capital Advisors acquired a portfolio of 42 single-family homes in Houston-area suburbs for $6.45 million in an off-market transaction involving multiple sellers. The company paid an average of $153,000 per property, which are generating average monthly rents just above $1,300. With this acquisition, Pacific Oak and its affiliates now own and manage approximately 1,850 homes across suburban markets in the Midwest, South and Southeast.PR NewswirePacific Oak Capital Advisors Closes $120 Million in Credit Facilities with MetLife Investment ManagementPacific Oak Capital Advisors, LLC announced the closing of two credit facilities providing up to $120 million in financing for single-family rental properties, with an affiliate of MetLife Investment Management serving as the lead lender. The facilities consist of a $60 million senior credit facility to a subsidiary of Pacific Oak Residential Trust, Inc. and a $60 million senior acquisition facility, which the company stated will finance its business for the next five years. Pacific Oak and its affiliates now own and asset manage approximately 1,800 single-family homes in suburban centers across the Midwest and Southeast.PR NewswirePacific Oak Capital Advisors Acquires Portfolio of Seven Single-Family Homes in Continued Southeastern ExpansionPacific Oak Capital Advisors acquired a portfolio of seven single-family homes in Southaven, Mississippi for $1.11 million as part of its continued expansion in the Southeast. With this acquisition, Pacific Oak and its affiliates now own and manage approximately 1,800 homes across suburban centers in the Midwest and Southeast. The built-to-rent homes, completed in 2020, are located 10 minutes south of downtown Memphis and target the median-income rental demographic, with the company noting strong demand from aging millennials seeking newly constructed rental properties.PR NewswirePacific Oak Capital Advisors Consolidates Single-Family Rental Subsidiaries Under New NamePacific Oak Capital Advisors announced the rebranding of its single-family rental subsidiaries under a new consolidated identity, Pacific Oak Residential, Inc. (formerly DayMark), effective December 3, 2020.PR NewswirePacific Oak Grows Assets Under Management to $3.2 Billion During 2019, Expands Executive TeamPacific Oak Capital Advisors LLC announced it grew assets under management to approximately $3.2 billion during 2019, its first year of operations, driven by its role as sponsor, advisor, and external manager of multiple real estate investment vehicles. The company expanded its executive team with four hires from KBS Capital Advisors: Brian Ragsdale, Jeff Rader, Michael Potter, and Jason Espiritu. Pacific Oak and its affiliates facilitate acquisition, disposition, and management of commercial real estate and related investment products, including REITs, Delaware statutory trusts, and qualified opportunity zone funds.PR NewswirePacific Oak Capital Advisors Completes DST Offering of Multifamily Property in the Permian BasinPacific Oak Capital Advisors completed its first Delaware Statutory Trust (DST) offering, raising approximately $28.3 million from 108 Section 1031 exchange investors to acquire Meridian Apartment Homes, a 280-unit garden-style multifamily community in Midland, Texas. The property, built in 1983 and located in the Permian Basin oil region, was operating at 95.4% occupancy at the time of acquisition, benefiting from 25.5% market rent growth between Q2 2017 and Q2 2018 according to CBRE.PR NewswireNew Investments Provide Needed Affordable Housing Options In Downtown PhoenixPacific Oak Capital Advisors and Defer Gain have formed a joint venture to develop three multi-family apartment projects totaling 465 units in Downtown Phoenix's Opportunity Zones. The projects include the 241-unit St. Ambrose Apartments and 84-unit Presidential Apartments near light rail stops, plus the 140-unit Imperial Apartments workforce housing project in the Edison Eastlake Choice Neighborhood receiving federal grant support. The venture is part of a broader $150 million neighborhood redevelopment effort in Phoenix.PR NewswirePacific Oak Companies Formed with Former KBS Capital Markets Group ExecutivesKeith Hall and Peter McMillan III, co-founders of KBS Capital Advisors, have formed Pacific Oak Companies, comprised of Pacific Oak Capital Advisors LLC, Pacific Oak Capital Markets Group LLC, and Pacific Oak Holdings LLC, to facilitate the acquisition, disposition, and management of commercial real estate and related investment products. The new company will distribute investment offerings including perpetual life REITs, Delaware statutory trusts, single-family rental REITs, qualified opportunity zone funds, and private equity to individual investors through independent broker-dealer and registered investment advisor channels. Hall and McMillan collectively bring experience participating in over $175 billion in transactions across their careers.