Investor LoginBy Invitation

Royal Oak Capital

Principal-led capital. We invest first, and invite a select few to invest alongside us.

Royal Oak is a high-conviction capital platform across private credit, structured equity and direct property development. We invest our own money first, invite a select group to invest alongside us, and share the same outcome — nothing else.

By InvitationOur approach

~50%

Principal co-investment

Principal and family office share of all capital raised to date

+$500m

Pipeline gross realisable value

Across Large Format Retail, Industrial, Shopping Centres and Master Planned Communities

50+ yrs

Combined executive experience

Funds management, development, construction, debt origination and structured finance

3

Core pillars

Private credit, structured equity, direct property development

Why Royal Oak

Alignment is the strategy

We do not compete on scale. We compete on alignment, conviction, integration and access.

Principal-led co-investment

Alex Gismondi and his family office represent approximately half of all capital raised across Royal Oak transactions to date. Genuine skin in the game — not a nominal commitment.

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A true joint venture, by invitation

We do not run open, marketed funds. Opportunities are offered to a limited group of investors who meet our criteria and are invited to participate.

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The Transact ecosystem

Royal Oak draws on the principal’s related businesses across commercial real estate services, debt and capital advisory, and insurance broking — proprietary origination, market intelligence and risk capability a standalone manager could not command.

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Full capital stack, dual lens

We invest and lend across the whole capital spectrum — private credit, structured and preferred equity, direct development — and see every opportunity through both a debt and an equity lens.

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Track Record

Realised, not projected

Completed Royal Oak vehicles have returned capital to investors with the outcomes below.

LFR Unit Trust 1

Realised

45.87%

Investor ROE over the life of the investment

Greenfield large-format-retail development, completed in approximately two years. Investor IRR 18.04% p.a.

Preferred Equity Unit Trust 1

Realised

18.49% p.a.

Realised IRR, repaid two months early

Private credit supporting residential construction. Twelve-month loan repaid in ten months; realised ROE 15.19%.

See the full track record

Sectors

Where we invest

A project pipeline with a gross realisable value in excess of $500 million, weighted to Large Format Retail, Industrial, Shopping Centres and Master Planned Communities.

  • Illustrative image: a freehold industrial facility with clear-span warehousing, hardstand and a steel laydown yardIndustrial
  • Treendale Home & Lifestyle Centre, Australind — the large-format retail centre developed and realised through the Royal Oak LFR Unit Trust 1Large Format Retail
  • Illustrative image: a high-end mid-rise apartment building with planted terracesResidential
  • Illustrative aerial image: a new residential land sub-division at golden hourLand
  • Illustrative aerial image: a supermarket-anchored neighbourhood shopping centre with at-grade parking, a medical centre and a service-station pad siteRetail
  • Illustrative image: a mixed-use hotel and apartment tower with a bronze-finned podium at duskMixed Use & Hotels
  • 1 Cambridge Street, West Leederville — the refurbished office building held by the Royal Oak Office Unit Trust 1Office
  • Illustrative image: a modern purpose-built student accommodation building with a landscaped courtyardStudent Accommodation
  • Illustrative image: a modern service station forecourt with cars refuelling beside a drive-thru quick-service restaurantQuick Service Retail & Service Stations

Also active across Medical. Where an image depicts a Royal Oak asset it is identified in the image description; all other imagery is illustrative of the sector only and does not depict a Royal Oak asset.

Information on this website is general information only, is not an offer of a financial product to retail investors, and does not take into account your objectives, financial situation or needs.