Pacific Oak Capital Advisors
2 Programs on record · filing history back to 2018 · 0 classified as raising now
pacificoak.comSponsor-reported, from SEC filings and cited sources.
What the record shows
Pacific Oak Capital Advisors LLC is part of Pacific Oak Companies, formed in 2018 by Keith Hall and Peter McMillan III. The firm describes itself as a national sponsor of value-add alternative investments that include tax-advantaged Delaware statutory trust offerings. Its disclosed DST properties are multifamily. Pacific Oak reported in January 2020 that Meridian Apartment Homes DST was fully subscribed by 108 Section 1031 exchange investors, raising approximately $28.3 million to acquire a 280-unit community in Midland, Texas. The sponsor also identifies Vue Apartments in Des Moines, Iowa — 111 units in three buildings totaling 122,854 square feet — as a Pacific Oak DST property.
Sponsor-stated figures are as reported by the sponsor.Evidence 1234567
Raising money now
Classified active by Top1031 from the SEC filings. That does not confirm an offering is still available to buy.
No active offerings are on record for this sponsor.
Programs on the record
A Program is the filing-level offering record associated with this sponsor. Published-result figures are shown only with sponsor attribution and adjacent sources.
Read the sponsor-stated result
JRW Investments shows the Pacific Oak The Vue DST as still Active with no full-cycle announcement, while the broader Pacific Oak platform (Pacific Oak Strategic Opportunity REIT) is in financial distress heading toward liquidation per AltsWire.
Read the sponsor-stated result
JRW lists Meridian DST as Active in its Full Cycle column, while Pacific Oak's current property and investor pages tie the 280-unit asset to Pacific Oak DST and Apartments.com shows units available "Now"; the sponsor and AltsWire sources reviewed state only the 2020 offering/acquisition and no exit or return figures.
Who they are
Firm and DST platform
Pacific Oak Capital Advisors LLC was established as part of Pacific Oak Companies, formed in 2018 by Keith Hall and Peter McMillan III 1. The firm describes itself as a national sponsor of value-add alternative investments that include tax-advantaged Delaware statutory trust offerings 2. A 2019 proxy filed by Pacific Oak Strategic Opportunity REIT identifies Pacific Oak Holding as the sole owner of Pacific Oak Capital Advisors, LLC 5.
Multifamily DST record
On January 16, 2020, Pacific Oak reported that Meridian Apartment Homes DST had been fully subscribed by 108 Section 1031 exchange investors and raised approximately $28.3 million to acquire a 280-unit multifamily community in Midland, Texas, in the Permian Basin 2. The sponsor's property page identifies Vue Apartments in Des Moines, Iowa, as a Pacific Oak DST property with 111 units across three buildings totaling 122,854 square feet 3. Top1031's sponsor record shows one tracked DST filing entity, Pacific Oak The Vue DST (CIK 1968264), first filed in 2023 4.
Pacific Oak Capital Advisors had advised Pacific Oak Strategic Opportunity REIT, a non-traded REIT separate from its DST programs, since November 1, 2019 5; the REIT reported that the advisory agreement would terminate effective January 31, 2026 6, and Pacific Oak states that as of February 1, 2026 it was no longer the REIT's advisor 7.
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- Pacific Oak Capital Advisors / PRNewswire ↗Sponsor disclosure
- Pacific Oak Capital Advisors / PRNewswire ↗Sponsor disclosure
- Pacific Oak Capital Advisors ↗Sponsor disclosure
- Top1031 sponsor record ↗Top1031-derived
- sec.gov ↗Public record
- sec.gov ↗Public record
- Pacific Oak Capital Advisors ↗Sponsor disclosure