ON-DEMAND WEBINAR · OAK CIRCLE — SERIES R

Own the platform. Not the loans — the company that makes them.

Banks stepped back from $2–$20 million commercial real estate loans. Oak built the platform that finds, underwrites, funds, services and resolves them — and earns at every step. Spend 30 minutes with the people who built it.

On demand · 30 minutes · hosted by Raymond T. Davis, President & Chief Strategy Officer

Thirty minutes. Five questions. Then yours.

00–03
What you own — preferred stock in the operating company. Not a loan, a property or a pool of loans.
03–11
Why the gap exists, and how Oak earns — the whole job under one roof.
11–19
Why it scales — built to the insurer standard, and LENS™ makes the standard repeatable.
19–24
The terms, and the risks — including what happens if Oak never lists.
24–30
Your questions. Ask anything; request the diligence you want to see.

Want to watch the underwriting itself? Watch the on-demand LENS demonstration →

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Important disclosures

The Oak Companies, Inc. (“Oak”) is offering securities under Tier II of Regulation A through an offering statement qualified by the U.S. Securities and Exchange Commission. Digital Offering, LLC, Member FINRA/SIPC, is the broker-dealer of record. This page is for discussion purposes only. It is not an offer to sell or a solicitation of an offer to buy any security; any offer is made only by means of the offering circular, and this page must be delivered together with the offering circular prior to making any investment.

The securities offered are highly speculative and involve significant risk, including loss of your entire investment. The investment is suitable only for persons who can afford to lose their entire investment; it may be illiquid for an indefinite period; and there is no existing public trading market for the Series R Preferred Shares. Oak intends to apply to list its Common Shares on the NYSE American under the symbol “OKRE” but has not yet applied; no assurance can be given that the application will be made or approved, or that an active trading market will develop. If no listing occurs, the Series R Preferred will not convert. Read “Risk Factors” in the offering circular before investing.

Insurance and institutional counterparties described are customers of Oak’s lending business, not investors in or endorsers of the Series R Preferred; they have not reviewed this page, and counterparty names are withheld by agreement. Oak operates under a letter of intent with an insurance counterparty; a definitive agreement is anticipated and not yet signed. LENS descriptions are high-level and simplified; the platform supports rather than replaces credit judgment, and the credit committee decides. FHA/HUD lending depends on the contemplated merger with Oak’s affiliate White Oak Capital Holdings, LLC, which is not completed and not assured. Statements about strategy, capacity, scale or future results are forward-looking, involve substantial risks, and are not guarantees. Past performance is not indicative of future results. Commercial real estate lending involves risk, including borrower delinquency and default, declines in property value, and loss of principal.