Oak Place Partners

Oak Place Partners is a woman-founded and owned private real estate investment firm based in Napa, California and Bozeman, Montana. The primary principals have over 50 combined years of real estate investment and development experience in varied asset types including residential, industrial, office and retail. The investment management arm of Oak Place Partners sources and manages value-add and opportunistic real estate investments, driving value and mitigating risk for investors. Oak Place Partners focuses on infill markets and takes a hands-on approach to managing returns, be it in the entitlement phase, re-positioning of the asset, construction management, or key leasing challenges and tenant relations. Oak Place Partners has exclusively represented and advised retailers ranging from single-unit startups to national and global organizations, across industries such as fitness, healthcare, food and fashion in major metropolitan markets across the country including New York, California, Massachusetts and Hawaii. With broad-ranging experience in the commercial real estate industry and backgrounds in finance, analytics and business strategy, the principals draw on disciplined analysis and a national network to deliver a unique brand of service to clients.