establishing generational roots, not chasing cycles

A True Partner committed to Adherence to Excellence

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Company Overview

Why Tall Oaks Equity?

SET THE TRAIL: We work with you to establish your investment goals and find the path that's right for you.

ESTABLISH THE ROOTS: Invest with confidence knowing a passive investment is built for generations and only as good as the roots it's built on.

FOSTER RELATIONSHIPS: Success is driven by exclusive access to investment options strengthened by our commitment to growing lifelong partnerships.

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$4.1m
Assets Under Management
140+
Loans Originated
7.1%
Historical Returns
73.9%
Portfolio LTV
Tall Oaks Equity Fund

featured Offering

Tall Oaks Equity Fund is a private real estate mortgage pool with a primary objective to provide risk-mitigated and stabilized long-term returns.

• INCEPTION DATE: August 2020
• OFFERING TYPE: Reg D 506(b)
• NOTE INTEREST RATES: 4.5 - 6%
• MIN INVESTMENT: $100,000
• DISTRIBUTIONS: Quarterly
• INVESTMENT STRUCTURE: Debt & Equity
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6.00%
Preferred Returns
7.00-8.75%
Targeted Returns

establish your roots. Invest with COnfidence.

We know you have a lot of options. Let us show you how you may align with us.

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Surpassed my expectations...

Tall Oaks Equity has surpassed my expectations in providing a strong income stream during my retirement.  I have invested with Geoff and Leslie for the past few years and the team has earned my trust in my dealings with them by providing knowledgeable and professional information and in meeting and exceeding projected income returns.  Tall Oaks attention to detail and the personal relationships that they have built with their colleagues and investors is exemplary in every way.  Well done.

S. Clark
Investor
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We anticipate working together for years...

Tall Oaks has become a meaningful strategic partner for us as we invest in markets across the US. They are knowledgeable, skilled, and resourced to help us grow our vision and meet our targets. We anticipate working together for many years.

D. Seegmiller
Borrower
Testimonials

Investor Experience

The majority of our clients are referred to Tall Oaks Equity by existing clients and partners. Read some of the kind words they have for us.

Our partners

Trusted Affiliates and Partners

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