Investing smarter.
Building better.

Royal Oak Capital is an integrated fund manager specialising in commercial property equity and debt transactions across Australia.

Our business is built on multi-generational and multi-sector experience. Our executive team, including founders Alex Gismondi and Ben Jones, share more than 50+ years of combined experience in property funds management, development, construction, debt origination, structured finance, capital raising, sales, leasing and asset management.

Opening our doors in 2022, we leverage our industry experience and our broad networks across the property development and construction sector. We provide access to off-market real debt and equity transactions across the whole of the capital spectrum. Our current project pipeline holds a gross realisable value in excess of +$500 million across the large format retail, industrial and office sectors of Australia.

Through our own experience within the property development and construction sector, we understand design excellence. It can elevate the ordinary into the exceptional, transform the tired to trend-setting and set the standard that others will want to emulate. These same fundamentals and principles that we implemented, we now diligently apply to our property portfolio of investment opportunities.

Our ambitions for quality and design excellence are shared by our partners and associates and reflected in the projects, properties and communities in which we choose to invest. The experience, insight and advantage of the strong relationships built and maintained over multiple decades comes to the fore in our role as specialist property fund investment managers.

Our vision: Investing for better futures

As real estate investment managers, Royal Oak Capital (ROC) leverages our experienced backgrounds in structured finance, construction, valuation and risk analytics across all facets of real estate development and investment. Our investment philosophy is built on securing assets and structuring transactions to unlock all opportunities and optimise investor returns.

Our objectives:

Preservation of investor capital

There is a direct alignment between Royal Oak and the investor. Royal Oak and its founders invest alongside its capital partners.

Provide investors with bespoke investment opportunities that are not readily available to the general market.

Deliver consistent, strong returns

with less volatility than other investment categories.

Minimise investment risk

by applying our experience and insight around design, construction, finance and property management.

Build communities by creating jobs and infrastructure

By supporting projects that meet our investment parameters for quality and potential, we help create revenue and tenancies that can bring people and prosperity to growing communities.

Support sustainable development and investment

As a good corporate citizen, we care about minimising environmental impacts. We work with project partners throughout the sourcing and construction phase to optimise green certification for our investment projects.

Our Executive Team:

Our team benefits from deep experience across all sectors of the Australian property market. Underpinned by extensive background in construction, development, valuation, capital structuring and asset management.

Alex Gismondi

CEO and Founder

Alex Gismondi is prominent in the commercial real estate sector with experience that encompasses, property development, investment, sales and leasing, finance, and equity facilitation.

Alex has cultivated an extensive national and international network across Commercial Real Estate and Financial markets that underpins his private ventures and further enables the success of his clientele.

Along with Royal Oak Capital, Alex is founder, director and shareholder of:
– Transact Capital: WA and QLD-based commercial agency focused on procuring and divesting premium grade assets across Australia and negotiating leases to national and international tenants on behalf of major institutions, funds, syndicates, and high net worth clients.
– Transact Finance: Corporate finance brokerage firm where clients gain access to tailored finance solutions facilitating both significant debt and equity funding via traditional banks, funds, family offices and private equity groups both locally and abroad.

Prior to establishing these multiple businesses, Alex held notable positions at CBRE and within his Family Office Group that currently operates in both the Steel and Property Development industries. Alex holds a Bachelor of Commerce (Double Major Property and Finance), Curtin University.

Ben Jones

Executive Director and Founder

Ben Jones has over 25 years of experience in Australian real estate finance and valuation. He has held senior lending and risk roles across institutional property and commercial banking for Westpac and NAB in Sydney and Perth.

More recently, Ben was the WA and SA State Director for MaxCap Group, one of Australia’s largest commercial real estate financiers. During his tenure, Ben was responsible for business development and growth, as well as senior relationship management of borrowers and corporate, private and institutional investor clients.

 

Ben commenced his career as a Certified Practicing Valuer where he specialised in commercial office space, retail, land subdivisions and specialised trading properties. He holds a Bachelor of Commerce (Property), Curtin University and is a Graduate of the Australian Institute of Company Directors (GAICD).

Lance Malone

Investment Director

Lance has been involved in the banking and finance industry in Australia for more than 10 years. He joins Royal Oak Capital from commercial real estate investment manager MaxCap Group as an Associate Director – Investment. Prior to MaxCap, Lance held roles in loan structuring and execution within the NAB and CBA corporate and institutional banking teams.

Lance holds a Bachelor of Commerce (First Class Honours), is a member of Chartered Accountants Australia & New Zealand and is a PhD candidate in Finance at the University of Western Australia focusing on credit risk and pricing.