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Advisory Services

Advisory Services

In addition to capital raising services, Red Oak provides advice and consultation to its client to help achieve their goals by facilitating multiple transactions.
Mile Square Roofing
RED OAK CAPITAL ADVISORS served as exclusive Advisor to a new client which had outgrown its existing facility in Hackensack and was in contract to purchase land with an old building in Mount Olive to eventually serve as its new headquarters facility. Red Oak advised on keeping a 1031 Exchange alive for its gain and in obtaining acquisition/construction financing for its future headquarters.  Red Oak utilized its finance, accounting and legal backgrounds to successfully guide its client through each and every step necessary for the Realco/Opco transaction effectuating the 1031 Exchange.

The closed construction financing was at an interest rate which was 3.5% cheaper than the SBA Loan which was originally proposed by the Client’s existing relationship bank. In addition, Red Oak obtained a new corporate line of credit on slightly cheaper terms than its client’s prior line of credit.
96 8th Avenue, New York, NY
RED OAK CAPITAL ADVISORS served as Exclusive Advisor to the owner of a mixed-use property, well-located in the Chelsea neighborhood of Manhattan.  
When Red Oak was originally hired, the client had a very expensive construction loan which had run out of interest reserve. It needed to replace that loan but the property was not yet stabilized.  In the first of a two transaction strategy, Red Oak arranged a bridge loan to pay off the existing financing and provide time to stabilize the property.  Nine months later, after stabilization, Red Oak arranged a traditional bank first mortgage putting cash in the Client's pocket and leaving it with significant cash flow after debt service.
Edwin Gould Foundation Campus, Chestnut Ridge, NY
Served as both Real Estate Advisor and Sales Broker to a not-for-profit foundation. When engaged, Client had been approached by numerous people attempting to tie Client and its property up.  Client did not know the value of the property nor all of its potential uses.  The first stage of Red Oak's engagement was consulting services to provide Client with a realistic assessment of its alternatives.  

As part of the sale process, Red Oak engaged in a sale process designed to insulate the Client from potential brokerage claims.  After analyzing the myriad of development challenges and opportunities, Red Oak arranged for the sale of the 146 acre property, which was formerly used as a school for underprivileged children. 
Gold's Gym/World Gym, Kansas City, MO
Red Oak Capital Advisors was engaged by an entity in bankruptcy which owned 2 Golds Gyms and an adjacent office building. As the first transaction in its strategy to exit bankruptcy, Red Oak arranged a bridge loan while simultaneously negotiating a discounted payoff of the existing secured lender.  After successfully completing this first transaction, the Client was able to exit bankruptcy in only four months because of the advisory services and structure put in place during this process.

After exiting bankruptcy, the client re-branded both gyms to World Gym and began operating its business.  After only a little over a year, Red Oak was able to orchestrate a more traditional first mortgage to repay the bridge lender, significantly lowering the Client's cost of capital. 
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