Pacific Oak Capital Advisors
DST Sponsor · SEC filing history and documented Program outcomes
pacificoak.comSponsor-reported, from SEC filings and cited sources.
What is on this sponsor’s record?
2 programs on record; a record card needs 3.
The Programs remain public below while this sponsor builds enough filing history for a Record Card.
Which Programs are on the record?
A Program is one filing-level offering record associated with this Sponsor. Results are public and stay next to their source.
Active offerings
Classified active by Top1031 from SEC filings. That does not confirm an offering is still available to buy.
No active offerings are on record for this sponsor.
Who is behind this record?
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.Sources: Pacific Oak Capital Advisors / PRNewswire · Pacific Oak Capital Advisors · Top1031 sponsor record · sec.gov
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 III1. The firm describes itself as a national sponsor of value-add alternative investments that include tax-advantaged Delaware statutory trust offerings2. A 2019 proxy filed by Pacific Oak Strategic Opportunity REIT identifies Pacific Oak Holding as the sole owner of Pacific Oak Capital Advisors, LLC5.
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 Basin2. 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 feet3. Top1031's sponsor record shows one tracked DST filing entity, Pacific Oak The Vue DST (CIK 1968264), first filed in 20234.
Pacific Oak Capital Advisors had advised Pacific Oak Strategic Opportunity REIT, a non-traded REIT separate from its DST programs, since November 1, 20195; the REIT reported that the advisory agreement would terminate effective January 31, 20266, and Pacific Oak states that as of February 1, 2026 it was no longer the REIT's advisor7.
Show sources (7)Hide sources (7)
- 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
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