Visionary
and Intuitive
Management
Team
Striving to Enrich the Lives of Everyone We Touch
Rowan Oak Funds is a diverse collection of ownership interests in businesses with other strategic partners. Our goal is to maximize each company’s potential while building strong and lasting relationships along the way. Rowan Oaks Funds provides experienced management, clear vision, professional integrity, and a history of success to all of its operating entities. We have been successful in wetland mitigation, land development, housing development, apartment renovations, mechanical construction/service, payment solution services, general construction/construction management, senior living, and health clubs.
Goals of Rowan Oak Funds
DIVERSIFICATION
Using a conservative approach, we allocate capital in our investments in a way that reduces exposure to asset loss while still concentrating assets in our best ideas.
DISTRIBUTION OF INCOME
Income distribution is based on equality and what our clients individually invest. If you invest what another client invests, you’ll equally see the return.
APPRECIATION OF ASSETS
We invest for the long-term in order to strive to maximize returns and minimize business, financial, regulatory, and market risks.Quarterly Distributions
Rowan Oak Funds’ distributions are paid quarterly based on the cash flow available for distributions generated from investments.
Targeted Investments
SINGLE-FAMILY LIFESTYLE COMMUNITIES
Specifically, communities targeting the senior/active-adult market and growing college towns in the south and southwest.
STUDENT HOUSING
Apartment housing for undergrad/graduate students in college towns specifically experiencing a high growth in enrollment with limited land availability for more housing.
MULTI-FAMILY HOUSING
Apartment and townhome development and management in high growth communities targeted to active adults and professionals.
COMMERCIAL REAL ESTATE
Full-service commercial real estate development with a focus on retail and restaurant development in the US.
LAND MITIGATION & WETLAND RESTORATION
In partnership with the U.S. Corps of Engineers, our land mitigation banks will provide the needed restoration and preservation for particular wetlands.