Gary Bechtel, CEO, Red Oak Capital Partners, joins Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s institutional quality commercial lending investment platform, and the key benefits of small-balance commercial real estate loans.
Red Oak Capital operates a small-balance commercial real estate strategy. The firm originates bridge loans, which are short term loans used to reposition, convert, and stabilize assets. Once the borrower finishes his business plan, the loans are taken out by a longer term lender, like a life insurance company, a pension fund, a bank, a credit union, etc.
This strategy offers portfolio diversification and protection against inflation. “Because we’re short term in nature, that becomes a hedge in and of itself. And because we have the ability to increase the interest rate and charge fees the longer the loan is on our balance sheet, that provides a hedge as well,” says Bechtel.
Red Oak Capital Holdings will lead a webcast on Tuesday, August 23rd. Speakers Kevin P. Kennedy, CIMA, Chief Sales & Distribution Officer and John E. Moriarty, CPWA®, ChFC, Founder & President, e3 ConsultantsGROUP will discuss building wealth through investment in real assets and commodities.
To learn more, register and watch: Building Wealth in 2022 & Beyond
- Improving portfolio outcomes and risk profiles
- Advantages of proper leverage usage
- Cash flow and tax mitigation strategies
- Building wealth through business, real estate, paper assets and commodities
Founded in 2015, Red Oak Capital Holdings is a commercial lending and alternative investment platform.