Oaktree Real Estate Opportunities Fund VII, L.P.
OAKTREE REAL ESTATE OPPORTUNITIES FUND VII, L.P.
Six Areas of Investment Focus
FOCUS
COMMERCIAL
NON-U.S.
RESIDENTIAL
COMMERCIAL
NPLS
CORPORATE
STRUCTURED
FINANCE
STRATEGY
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Acquire distressed real estate assets and recapitalize borrowers at discounts to peak value
Implement value-add asset management through asset repositioning strategies and execution of leasing/business plans
Harvest healthy cash-on-cash returns and exit stabilized assets
Pursue primarily commercial transactions in non-U.S. jurisdictions
Europe: emphasize commercial opportunity and non-performing loans ("NPLs")
Asia: focus on micro dislocations in Japan and Korea and position for credit dislocation in China
Partner with land developers and homebuilders in strong markets
Small-scale, in-fill programs and lending platforms
NPLs: Acquire NPL pools at deep discounts to current home values, employ a range of collaborative workouts and
securitize a critical mass of loan pools
Focus on smaller portfolios, proprietary transactions and strategic opportunities with banks and special servicers
Leverage existing staff of 165 professionals at Sabal Financial to service, asset manage and securitize assets¹
Focus on limited proprietary off-market opportunities, including illiquid companies and platform build-ups
Focus on volatility by purchasing during periods of illiquidity and selling during periods of excessive momentum
Leverage Oaktree's proprietary CMBS loan database and analytical infrastructure to capitalize on pooled and individual
loan opportunities
As of June 30, 2015
1 Sabal currently provides services to real estate and other Oaktree funds. Oaktree owns a 50% interest in Sabal's U.S. business and will own 90% of Sabal's European business, but does not profit from
amounts paid by our funds to Sabal. Please refer to the PPM for additional information.
Confidential
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