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Portfolio. Predictability. Performance.
In times of economic uncertainty, investors strive to reduce the anxiety associated with the volatility of the public markets. Even when the markets are good, depending on an investor’s life stage, a consistent return on capital becomes a critical investment strategy.
With an investment in Royal Oak Realty Trust, shareholders own a piece of a private, strategically diversified real estate portfolio, not directly tied to the public markets. Based upon a strong and ever growing portfolio of “mission critical” properties – fully occupied by credit-worthy tenants under long-term lease contracts – our goal at Royal Oak is to generate a clear and predictable cash flow stream, even during challenging economic times, in order to provide our shareholders with consistent performance and tax-advantaged income, paid out or reinvested on a monthly basis.
Strength in Numbers
(As of December 2022)
137.0% Total Return with Reinvested Dividends Since Inception (March 2014)
9.0% Total Annual Return with Reinvested Dividends in 2022
10.2% Compound Annual Growth Rate Since Inception
6.11% Annual Dividend Target ($3.94 per share)
29% Growth in Share Price Since Inception
58% of Dividend Income Tax Sheltered (deferred) in 2021
Tell Me More About Investment Opportunities
Interested in becoming an investor? Complete the form below to download the Royal Oak Realty Trust Investor Kit.
6.11% Annual Dividend Target
Royal Oak’s current annual dividend target of 6.11% ($3.94/share) is presently fully covered by Funds From Operations ("FFO"). FFO is a non-GAAP supplemental measure of operating performance, as defined by the National Association of Real Estate Investment Trusts. The dividend is paid monthly and can be taken as cash or reinvested by purchasing additional shares at a 2% discount. Dividends are not guaranteed and are paid when declared by the Board of Directors, subject to certain corporate limitations.
Consistent Tax-Sheltered Income
Royal Oak’s REIT structure permits a dividend which is tax-advantaged for many stockholders. REIT dividends are not qualified dividends; a portion of REIT dividends may be ordinary income and a portion may constitute a non-taxable return of capital for federal income tax purposes. Less than 42% of Royal Oak’s dividend has been a return of capital in each of the last seven tax years (2015-2021), reported via IRS Form 1099-DIV. A portion of the REIT dividends that are not treated as a return of capital may be taxed at a reduced effective tax rate for stockholders entitled to a deduction created by the Tax Cuts and Jobs Act of 2017.
Strong Historical Returns
In addition to consistent income in the form of a monthly dividend, Royal Oak’s share price has increased 29%, growing from $50.00 to $64.50 for shares purchased at inception (March 2014). Assuming reinvested dividends, as of December 2022, initial investors have experienced a total return of 137.0% on their original investment since March 2014, with a compound annual growth rate of 10.2%.
Compelling Investment Opportunity
The opportunity to invest in Royal Oak’s common stock is available to accredited investors on a monthly basis in jurisdictions where the offer and sale are lawful. The minimum initial investment is $200,000. For those investors introduced via financial advisors, the minimum initial investment is $100,000.
Experienced Management & Governance
Royal Oak’s experienced management team has broad capabilities in real estate, finance, property management and capital raising. Governance is provided by a seven-member Board of Directors, five of whom are Independent Directors elected by stockholders. The majority of Royal Oak’s Directors have public company Board experience with three members currently serving as Directors for publicly traded REITs.
We would welcome the opportunity to discuss Royal Oak Realty Trust's investment offering with you. Please feel free to contact any member of our investor relations team or complete the contact form below.
The Royal Oak Investor Relations Team
Mark T. Allen President & Chief Development Officer
Mark T. Allen is the President and Chief Development Officer of Royal Oak Realty Trust (Royal Oak). He is also the President of the Asset Manager, Cambridge Street Asset Management LLC. Mark’s responsibilities include establishing new investor relationships, providing communication and disclosures to Royal Oak’s growing shareholder base, and managing business development responsibilities specific to generating new real estate opportunities. Mark is a partner in Cambridge Street Asset Management LLC.
Mark joined the Asset Manager in 2016 following a 15-year banking career at JPMorgan Chase Bank. In his most recent role with the bank, Mark served as the Upstate New York Region Executive for the Commercial Bank and was responsible for the Rochester, Syracuse, Southern Tier (NY) and North Central Pennsylvania corporate client markets.
Mark is a past honoree of Rochester Business Journal’s “Forty Under 40” for business and civic contributions. He currently serves on the boards of Oak Hill Country Club and the Rochester Charitable Business Organization. He is a former board member of CenterState CEO and Big Brothers Big Sisters of Greater Rochester.
Mark earned a Bachelor of Science degree in Finance from Miami University (OH) and a Master of Business Administration from the Kellogg School of Management at Northwestern University.
Josh Foladare Director, Investor Relations
Joshua I. Foladare is Investor Relations Director for Cambridge Street Asset Management LLC, the Asset Manager for Royal Oak. In his role, Josh works to cultivate relationships with potential investors, registered investment advisors and family offices. Josh’s responsibilities also include servicing and providing communication and disclosures to Royal Oak’s growing shareholder base.
Josh joined the Asset Manager after a 6-year career in non-profit fundraising at Colby College and Hobart and William Smith Colleges. In his most recent role, Josh served as an Executive Director at the Colleges, managing a program focused on the cultivation, acquisition and retention of annual and leadership donors. Josh oversaw a team of five fundraisers that consistently achieved year over year growth in both donors and dollars raised.
Josh earned a Bachelor of Science degree in Mathematics Education from Boston University and a Master of Education in Education Leadership and Policy from the University at Buffalo.
