Commercial Real Estate Advisors
Capital · Valuation · Developmentdeals@stoneoakcapitalgroup.com

Our Strategies

One group. Three connected strategies.

Explore our capital advisory, valuation and project services. Each brings a different perspective to the same goal: helping you move your commercial real estate plans forward.

CapitalFinancing options
ValueProperty insight
DevelopmentProject management
43 statesOur starting area

Choose your service

Find the support your next move needs.

Start with what you want to accomplish. We bring financing, property insight and project management together around the needs of your investment or development.

Stone Oak Capital Advisory

We structure and arrange commercial real estate financing around your property, experience, business plan and repayment strategy, working with private investors, debt funds and institutional capital providers.

  • Bridge financing for purchases, improvements and refinancing
  • Construction and completion financing
  • Long-term financing for properties with steady income
  • Additional capital options when Stone Oak structures the main loan
Explore Capital Advisory

Stone Oak Valuation & Advisory

We help owners, investors and capital providers understand a property's value, market, costs and income, or arrange an appraisal for a specific decision.

  • Help arranging commercial appraisals and appraisal reviews
  • Appraisal management subject to required registration and capital provider requirements
  • Market research and project cost and income analysis
  • Advice on buying, holding or selling properties
Explore Valuation Services

Stone Oak Project & Development Services

Project management and construction management for property owners, from planning through completion. Supporting services include fund control and help organizing construction payments.

  • Project management and representing the owner's priorities
  • Construction management, team selection and progress reporting
  • Supporting fund control and construction payment requests
  • Tracking changes, completing remaining work and preparing for operations
Explore Development Services

When each service can help

Match the service to your next move.

  1. Acquiring or refinancing a property

    Start with Capital Advisory to discuss your financing need, property income and repayment plan. We can also discuss market research or appraisal support, with the right scope and independent appraisal process for your property.

  2. Testing a development plan

    Share what you expect the project to cost and earn, the likely demand and your timing. We can discuss property analysis or project planning to help you evaluate the plan.

  3. Preparing for or managing construction

    Discuss project management and construction management with Project & Development Services, including budgets, schedules and team coordination. Fund control can support construction payment requests. Our capital advisory strategy brings construction financing into the conversation when you need it.

  4. Evaluating a portfolio or a completed project

    Tell us whether you're planning to hold, sell, refinance or complete remaining project work. We'll discuss the property information and services that could help you decide.

If you need more than one service, we'll connect the work around your priorities and confirm the support available before starting.

Clear responsibilities

One Group. Clear responsibilities.

We'll help you choose the right services and coordinate the work around your goals. Written agreements explain who is responsible, what work is included and what you'll receive.

Arranging financing
Stone Oak structures and arranges financing and helps coordinate the financial review, supporting documents and closing. Financing requires approval and signed loan agreements.
Valuation work
Appraisals and reviews are completed by professionals with the credentials required for your property. We confirm any company registration and capital provider requirements before managing an appraisal.
Project delivery
We help owners manage the project and coordinate construction. Qualified contractors, designers and inspectors remain responsible for their professional work.
Project funds
Fund control helps organize the budget and payment process. Your project funds stay with the capital provider, bank or escrow provider.

Start a Conversation

Not sure which service to start with?

Tell us what you're trying to accomplish. We'll help you find the right starting point for your property or project.