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Oak Street Real Estate Capital

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uuid000aqn5

Namestring
Oak Street Real Estate Capital
Company typeenum
Private
Founded yearint
2009
Descriptiontext

Oak Street Real Estate Capital is a Chicago-based, privately held real estate firm founded in 2009 that focuses on deploying real estate capital on behalf of institutional clients — specifically insurance companies, family offices, and trusts. The firm operates with a small team (11–50 employees) under a partnership-led structure, with Marc Zahr serving as Managing Partner & Chief Executive Officer. Its value proposition centers on channeling institutional capital into real estate opportunities for a narrow base of sophisticated, long-duration capital allocators.

No detailed product portfolio, fund strategy, vehicle structure, or technology stack is disclosed in the available source material — the firm's public website was inaccessible during data collection (displayed only a site-verification page). Consequently, specifics on fund vintages, asset class focus (e.g., core, value-add, debt, equity), AUM, ticket sizes, geographic footprint, or fee/carry economics cannot be stated with confidence.

The business model is consistent with that of a boutique real estate investment or advisory firm serving institutional LPs: revenue would derive from management fees, advisory fees, and/or performance-based economics on deployed capital, with the customer base anchored in repeat, relationship-driven institutional mandates rather than transactional volume. Revenue mechanics, pricing, and customer counts are not publicly disclosed, and the firm appears to operate without a consumer-facing or technology-product distribution channel.

Short descriptiontext

Oak Street Real Estate Capital is a Chicago-based, privately held real estate firm founded in 2009 that deploys real estate capital on behalf of insurance companies, family offices, and trusts. It operates with a small partnership-style team led by Managing Partner & CEO Marc Zahr.

Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersChicago, United States
HQ citystring
Chicago
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
real estate investment, commercial real estate, institutional real estate, real estate advisory, real estate capital
Industry3 codes
1Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing)
CodeBPAJANAEPrimaryYes
2Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation)
CodeBPAJANAAPrimaryNo
3Real Estate Investment Sales (Income-Producing Properties)
CodeFSAEAJACPrimaryNo
NAICS code3 codes
  • Other Financial Vehicles52599
  • Other Activities Related to Real Estate531390
  • Offices of Real Estate Agents and Brokers531210
SIC code3 codes
  • Investment Advice6282
  • Real Estate Agents & Managers (For Others)6531
  • Investors, Nec6799
Product category
Real Estate Investment Management
No data
Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Oak Street Real Estate Capital is a real estate investment firm that focuses on serving institutional clients, specifically insurance companies, family offices, and trusts. The firm provides real estate-related investment and capital solutions to these specialized investor categories, headquartered in Chicago, Illinois.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Oak Street Real Estate Capital is a real estate investment firm. The source content consisted solely of a site verification/loading page ("One moment, please...") and did not contain substantive information about the company's specific product portfolio, modules, or service offerings.

Product and service1 record
1Real Estate Investment Services for Institutional Clients
CategoryReal Estate Investment Management
Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Peers10 records
TypeBroad incumbent
Description

Newmark provides capital markets, investment sales, and leasing services across all major commercial real estate asset types to institutional clients including insurance companies and family offices — overlapping with Oak Street's institutional capital advisory mandate but at significantly larger scale.

TypeBroad incumbent
Description

Marcus & Millichap is an investment sales and capital markets brokerage serving institutional and private investors across multifamily, retail, office, and specialty real estate — overlapping with Oak Street's investment advisory work for family offices and institutional clients, though at much larger scale.

TypeDirect peer
Description

Northmarq is a privately-held commercial real estate capital markets firm specializing in debt and equity placement for institutional investors — a direct boutique-scale peer to Oak Street in the capital advisory space serving insurance and family office clients.

TypeOthers
Description

Principal Real Estate Investors is a large institutional real estate investment manager serving insurance general accounts and pension funds — an adjacent buy-side client for Oak Street, providing perspective on the institutional capital base the firm targets.

TypeDirect peer
Description

Walker & Dunlop is a capital markets intermediary focused on debt placement and investment sales, with a strong institutional client base that includes insurance companies — directly comparable to Oak Street's real estate capital advisory model for insurance and institutional investors.

TypeDirect peer
Description

Stan Johnson Company is one of the largest commercial real estate capital markets advisors focused exclusively on net lease and sale-leaseback transactions for institutional investors including insurance companies — comparable boutique-to-mid-market peer serving similar institutional capital pools.

TypeDirect peer
Description

Johnson Capital Group is a privately-held boutique commercial real estate capital advisory firm providing debt and equity placement services to institutional clients — a close boutique-scale peer to Oak Street in both size and capital markets advisory focus.

TypeBroad incumbent
Description

Eastdil Secured is a premier real estate investment banking and capital markets advisory firm serving institutional investors with debt/equity placement, sales, and recapitalization services — directly comparable to Oak Street's capital advisory role, though far larger and globally distributed.

TypeBroad incumbent
Description

JLL Capital Markets is the global investment sales and debt/equity placement arm of JLL, serving insurance companies, pension funds, and family offices with real estate capital solutions — a broad incumbent peer competing for the same institutional mandates Oak Street pursues.

TypeOthers
Description

Ares Real Estate Group is a major real estate investment manager and capital provider that engages with insurance company, family office, and trust capital — an adjacent capital provider rather than direct competitor, but sits on the demand side of the relationships Oak Street intermediates.

Market position
Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile3 records

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
Profiles1 record

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 →

Oak Street Real Estate Capital

Real Estate Investment Managementoakstreetrec.com

Oak Street Real Estate Capital is a Chicago-based, privately held real estate firm founded in 2009 that deploys real estate capital on behalf of insurance companies, family offices, and trusts. It operates with a small partnership-style team led by Managing Partner & CEO Marc Zahr.

What Oak Street Real Estate Capital does

Oak Street Real Estate Capital is a Chicago-based, privately held real estate firm founded in 2009 that focuses on deploying real estate capital on behalf of institutional clients — specifically insurance companies, family offices, and trusts. The firm operates with a small team (11–50 employees) under a partnership-led structure, with Marc Zahr serving as Managing Partner & Chief Executive Officer. Its value proposition centers on channeling institutional capital into real estate opportunities for a narrow base of sophisticated, long-duration capital allocators.

No detailed product portfolio, fund strategy, vehicle structure, or technology stack is disclosed in the available source material — the firm's public website was inaccessible during data collection (displayed only a site-verification page). Consequently, specifics on fund vintages, asset class focus (e.g., core, value-add, debt, equity), AUM, ticket sizes, geographic footprint, or fee/carry economics cannot be stated with confidence.

The business model is consistent with that of a boutique real estate investment or advisory firm serving institutional LPs: revenue would derive from management fees, advisory fees, and/or performance-based economics on deployed capital, with the customer base anchored in repeat, relationship-driven institutional mandates rather than transactional volume. Revenue mechanics, pricing, and customer counts are not publicly disclosed, and the firm appears to operate without a consumer-facing or technology-product distribution channel.

Oak Street Real Estate Capital firmographics

Firmographics
Name
Oak Street Real Estate Capital
Website
https://oakstreetrec.com
Company type
Private
Founded year
2009
Headcount range
11–50 employees
Short description
Oak Street Real Estate Capital is a Chicago-based, privately held real estate firm founded in 2009 that deploys real estate capital on behalf of insurance companies, family offices, and trusts. It operates with a small partnership-style team led by Managing Partner & CEO Marc Zahr.
Ownership category
akta.pro rank

Oak Street Real Estate Capital industry classification

Industry
Product category
Real Estate Investment Management
NAICS
Other Financial Vehicles (52599), Other Activities Related to Real Estate (531390), Offices of Real Estate Agents and Brokers (531210)
SIC
Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Investors, Nec (6799)
akta.pro primary industry
Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)
akta.pro secondary industries
Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Real Estate Investment Sales (Income-Producing Properties) (FSAEAJAC)

Keywords

  • Real estate investment
  • Commercial real estate
  • Institutional real estate
  • Real estate advisory
  • Real estate capital

Where Oak Street Real Estate Capital is headquartered

Location

Headquarters

HQ city
Chicago
HQ country
United States
HQ region
North America

Markets served

Oak Street Real Estate Capital business model

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

Oak Street Real Estate Capital product offering

Product offering

Core offering

Oak Street Real Estate Capital is a real estate investment firm that focuses on serving institutional clients, specifically insurance companies, family offices, and trusts. The firm provides real estate-related investment and capital solutions to these specialized investor categories, headquartered in Chicago, Illinois.

Product overview

Oak Street Real Estate Capital is a real estate investment firm. The source content consisted solely of a site verification/loading page ("One moment, please...") and did not contain substantive information about the company's specific product portfolio, modules, or service offerings.

Differentiator

Problem solved

Functional benefit

Products and services

  • Real Estate Investment Services for Institutional Clients

Companies that use Oak Street Real Estate Capital

Customer profile

Ideal customer profiles3 records

Oak Street Real Estate Capital technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Oak Street Real Estate Capital partnerships and signals

Strategic signal

Recent moves1 record

Oak Street Real Estate Capital competitors and assessment

Company assessment

Broad incumbents

  • Newmark Group: Newmark provides capital markets, investment sales, and leasing services across all major commercial real estate asset types to institutional clients including insurance companies and family offices — overlapping with Oak Street's institutional capital advisory mandate but at significantly larger scale.
  • Marcus & Millichap: Marcus & Millichap is an investment sales and capital markets brokerage serving institutional and private investors across multifamily, retail, office, and specialty real estate — overlapping with Oak Street's investment advisory work for family offices and institutional clients, though at much larger scale.
  • Eastdil Secured: Eastdil Secured is a premier real estate investment banking and capital markets advisory firm serving institutional investors with debt/equity placement, sales, and recapitalization services — directly comparable to Oak Street's capital advisory role, though far larger and globally distributed.
  • JLL Capital Markets: JLL Capital Markets is the global investment sales and debt/equity placement arm of JLL, serving insurance companies, pension funds, and family offices with real estate capital solutions — a broad incumbent peer competing for the same institutional mandates Oak Street pursues.

Direct peers

  • Northmarq: Northmarq is a privately-held commercial real estate capital markets firm specializing in debt and equity placement for institutional investors — a direct boutique-scale peer to Oak Street in the capital advisory space serving insurance and family office clients.
  • Walker & Dunlop: Walker & Dunlop is a capital markets intermediary focused on debt placement and investment sales, with a strong institutional client base that includes insurance companies — directly comparable to Oak Street's real estate capital advisory model for insurance and institutional investors.
  • Stan Johnson Company: Stan Johnson Company is one of the largest commercial real estate capital markets advisors focused exclusively on net lease and sale-leaseback transactions for institutional investors including insurance companies — comparable boutique-to-mid-market peer serving similar institutional capital pools.
  • Johnson Capital Group: Johnson Capital Group is a privately-held boutique commercial real estate capital advisory firm providing debt and equity placement services to institutional clients — a close boutique-scale peer to Oak Street in both size and capital markets advisory focus.

Others

  • Principal Real Estate Investors: Principal Real Estate Investors is a large institutional real estate investment manager serving insurance general accounts and pension funds — an adjacent buy-side client for Oak Street, providing perspective on the institutional capital base the firm targets.
  • Ares Real Estate Group: Ares Real Estate Group is a major real estate investment manager and capital provider that engages with insurance company, family office, and trust capital — an adjacent capital provider rather than direct competitor, but sits on the demand side of the relationships Oak Street intermediates.

Market position

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Oak Street Real Estate Capital financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Oak Street Real Estate Capital leadership team

Management profile

Number of profiles

Profiles1 record

Oak Street Real Estate Capital funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Oak Street Real Estate Capital 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 Oak Street Real Estate Capital

What does Oak Street Real Estate Capital do?

Oak Street Real Estate Capital is a real estate investment firm that focuses on serving institutional clients, specifically insurance companies, family offices, and trusts. The firm provides real estate-related investment and capital solutions to these specialized investor categories, headquartered in Chicago, Illinois.

When was Oak Street Real Estate Capital founded?

Oak Street Real Estate Capital was founded in 2009. It employs 11 to 50 people.

Where is Oak Street Real Estate Capital based?

Oak Street Real Estate Capital is headquartered in Chicago, United States, in the North America region.

Who are Oak Street Real Estate Capital's main competitors?

Broad incumbents on record are Newmark Group, Marcus & Millichap, Eastdil Secured and JLL Capital Markets. Direct peers are Northmarq, Walker & Dunlop, Stan Johnson Company and Johnson Capital Group. Others are Principal Real Estate Investors and Ares Real Estate Group.

Does Oak Street Real Estate Capital have an API?

No public API is recorded for Oak Street Real Estate Capital.

What industry is Oak Street Real Estate Capital in?

Oak Street Real Estate Capital's product category is Real Estate Investment Management. Its primary akta.pro industry code is BPAJANAE, Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing), with a secondary code of BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation). Its NAICS code is 52599 and its SIC code is 6282.

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Live signals
Providence Business NewsTyco Fire facility sold to Chicago firm for $15MTyco Fire Products LP sold its Cranston facility for nearly $15 million to JCICRR1001 LLC, a Delaware entity established by Oak Street Real Estate Capital LLC. The transaction includes a long-term lease that allows Tyco to remain on the 66,000-square-foot site for research and testing operations. This sale occurs within the context of Tyco's integration into Johnson Controls following their 2016 merger.BenzingaARKO Expands Convenience Store Footprint Into Massachusetts Via Pride Acquisition - ARKO (NASDAQ:ARKO)ARKO Corp subsidiary GPM has agreed to acquire Pride Convenience Holdings, LLC, for $230 million plus inventory value, expanding ARKO's operations into Massachusetts. The transaction, funded largely by Oak Street Real Estate Capital, adds 31 stores to ARKO's portfolio and is expected to increase annual Adjusted EBITDA by $12.2 million. This deal, combined with a recent acquisition of Transit Energy Group, will grow ARKO's convenience store base by approximately 15%.GlobeNewswireARKO Corp. Subsidiary GPM Investments Secures $1.15 Billion Real Property Commitment from Oak Street Real Estate CapitalARKO Corp. subsidiary GPM Investments extended its agreement with Oak Street Real Estate Capital by one year, increasing available real estate to $1.15 billion for the second year. Oak Street has committed up to $1.15 billion, including $253 million already purchased and $130 million from a Quarles Petroleum acquisition. GPM plans to continue its acquisition model with creative solutions for sellers.GlobeNewswireARKO Corp.’s subsidiary GPM Investments, LLC Received a $1 Billion Real Property Commitment from Oak Street Real Estate Capital, LLCOak Street Real Estate Capital agreed to purchase and lease real estate to GPM Investments, a subsidiary of ARKO Corp., for convenience store and fueling station acquisitions. Oak Street committed up to $1 billion for a one-year period. GPM, the seventh-largest U.S. convenience store chain, expects the partnership to enhance deal execution certainty and strengthen growth.PR NewswireBig Lots Completes $725 Million Sale/Leaseback TransactionsBig Lots, Inc. has completed $725 million sale-leaseback transactions with Oak Street Real Estate Capital relating to its four company-owned distribution centers in Columbus, OH, Durant, OK, Montgomery, AL, and Tremont, PA. Net proceeds after expenses and taxes are expected to be approximately $550 million, with $120 million used to pay down outstanding borrowings on the company's revolving credit facility. The company reported that comparable sales for the second quarter have continued to be up strongly and ahead of expectations, with initial lease terms ranging from fifteen to twenty years and 2% annual rent escalation.PR NewswireInvestor Group Responds to Sale/Leaseback Transaction Announced by Big LotsAn investor group holding approximately 11.5% of Big Lots, Inc. issued a public response criticizing the retailer's Board for a $725 million sale-leaseback transaction with Oak Street Real Estate Capital covering four distribution centers, claiming the deal was only completed due to shareholder pressure after the Board previously rejected a similar proposal. The group, which has nominated nine director candidates for the 2020 annual meeting, argues that roughly $427 million in additional real estate value remains unmonetized and that the Board's history of capital misallocation warrants immediate board refreshment rather than control over the proceeds.PR NewswireBig Lots Announces $725 Million Sale/Leaseback AgreementBig Lots, Inc. announced a $725 million sale and leaseback agreement with Oak Street Real Estate Capital covering four distribution centers located in Columbus, OH, Durant, OK, Montgomery, AL, and Tremont, PA. The transactions, expected to close in Q2 2020, are projected to deliver approximately $550 million in net proceeds after expenses and taxes. The company plans to use the proceeds to pay down its revolving credit facility, increase liquidity, and potentially fund growth initiatives and share repurchases.PR NewswirePhoenix-Based Real Estate Manager Closes Fundraise with $70MRRA Capital, a Phoenix-based real estate investment manager focused on short-term commercial real estate debt, closed its first fundraise at $70 million with a $20 million commitment from Oak Street Real Estate Capital in the final close. The funds target middle-market, short-term financing nationwide spanning senior position and mezzanine debt as well as preferred equity on value-add and distressed assets. Oak Street also has a planned commitment toward RRA Capital's successor commercial real estate debt fund launching in mid-2020.