Our approach
Good capital conversations start with the property.
Alder & Oak brings a focused, commercially minded process to transactions that may sit outside a conventional bank’s box.
How we work
A measured process for a moving deal.
01
Understand the opportunity
We start with the property, the business plan, the intended use of proceeds, and the factors that make a conventional path less suitable.
02
Clarify the capital question
We organize the key facts around purchase, refinance, construction, bridge, or project capital so the opportunity can be considered on its own merits.
03
Identify relevant options
We place and arrange private-capital options through a network of outside funding sources aligned to business-purpose real estate.
04
Keep the conversation useful
You get a clear view of what may be worth exploring next, with no manufactured certainty and no substitute for your own professional advice.
What we consider
The right context matters.
We are generally a fit for a specific investment or commercial property, with a defined business purpose and a sponsor who understands the deal’s equity and execution needs.
Property types
Residential investment property and commercial real estate.
Common purposes
Acquisition, construction, bridge, refinance, and project capital.
Typical scope
Transactions generally start around $200,000, with a typical transaction around $400,000.
Operating states
GA, SC, NC, AL, TX, WA, FL, MS, and TN.
Meet the principal
Shay Williamson
Founder & Principal, Alder & Oak Capital Partners