Overview

Oak and Vine Capital is pleased to introduce our latest Fund, Oak and Vine Private Capital Fund, a 506c offering. This fund is an open-ended fund focused on providing credit to commercial real estate properties. A dislocation in the capital markets has created a unique opportunity for non-bank lenders to provide capital through preferred equity, mezzanine debt & bridge loans. This Fund will be focused on delivering current cash yield and upside through profit share while investing in preferred positions in the underlying investment. KEY REASONS TO INVEST High Current Yield. Focus of the Fund will be on delivering a high current yield paid monthly, with additional profits shared quarterly, creative passive cash flow. Prefered Postion in Capital Stack. Fund investments will be in preferred positions in underlying assets with priority of payment before common equity holders, and generally with takeover rights for events of default. Open-ended Structure. The Fund will accept capital contributions quarterly at the Net Asset Value. Investors will receive quarterly statements of account and will have optional liquidity after a 2-year lockup period. Strong Sponsor Team. Oak and Vine is partnerign again with Aspen Funds who has an 11+ year track operating open-ended credit funds. We will leverage our deep experience in this space and internal staff. Alignment & Co-investment. Aspen Funds management team is co-investing personal capital in this Fund. Further, our incentive structure prioritizes a preferred return to our limited partners. Diversified Portfolio. Fund will make investments into multiple projects, markets & operators. As Fund grows, we expect the diversification to be further enhanced.