Statistiche di base
| CIK | 1452936 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Pacific Oak Strategic Opportunity REIT, Inc.
SEC Filings (Chronological Order)
Questa pagina fornisce un elenco completo e cronologico dei depositi SEC, esclusi i documenti di proprietà che forniamo altrove.
| September 2, 2025 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| September 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 31, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| September 2, 2025 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| August 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 26, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| August 13, 2025 |
exhibit102posor-amendeda Execution Version 1 AMENDED AND RESTATED PROMISSORY NOTE $10,000,000. |
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| August 13, 2025 |
Form of Indemnification Agreement exhibit104formofindemnif Exhibit 10.4 ACTIVE\200474927.2 FORM OF INDEMNIFICATION AGREEMENT THIS INDEMNIFICATION AGREEMENT (“Agreement”) is made and entered into as of the day of , by and between Pacific Oak Strategic Opportunity REIT, Inc., a Maryland corporation (the “Company”), and [name] (“Indemnitee”). WHEREAS, at the request of the Company, Indemnitee currently serves as [a director] [and] [a |
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| August 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000 |
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| August 13, 2025 |
exhibit101posor-amendeda Execution Version 1 AMENDED AND RESTATED LOAN AGREEMENT THIS AMENDED AND RESTATED LOAN AGREEMENT (this “Agreement”) is dated as of July 14, 2025 and deemed effective as of June 26, 2025 (the “Effective Date”) by and between Pacific Oak Strategic Opportunity Limited Partnership, a Delaware limited partnership (“Borrower”), whose address is 3200 Park Center Drive, Suite 800, Costa Mesa, California 92626, and Pacific Oak Capital Advisors, LLC, a Delaware limited liability company (“Lender”), whose address is 3200 Park Center Drive, Suite 800, Costa Mesa, California 92626. |
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| August 13, 2025 |
Pledge and Security Agreement by SOR PORT Holdings, LLC, effective June 26, 2025 exhibit103posor-pledgean Execution Version 1 PLEDGE AND SECURITY AGREEMENT THIS PLEDGE AND SECURITY AGREEMENT (this “Security Agreement”), dated as of July 14, 2025 and deemed effective as of June 26, 2025 (the “Effective Date”), by SOR PORT HOLDINGS, LLC, a Maryland limited liability company ("Pledgor”), with a notice address of 3200 Park Center Drive, Suite 800, Costa Mesa, California 92626, Attention: Ryan Schluttenhofer, in favor of PACIFIC OAK CAPITAL ADVISORS, LLC, a Delaware limited liability company (“Secured Party”), with a notice address of 3200 Park Center Drive, Suite 800, Costa Mesa, California 92626, Attention: Keith D. |
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| August 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| July 18, 2025 |
Entry into a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 14, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| July 11, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 11, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| July 10, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 10, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| July 10, 2025 |
P A C I F I C O A K S O R ( B V I ) H o l d i n g s L T D Capital Market Presentation Update Based on Q1-2025 Reports -July 2025- Office Multifamily Single Family Rentals Hotel Land Exhibit 99. |
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| June 2, 2025 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| June 2, 2025 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| June 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 30, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporati |
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| May 12, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 00 |
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| May 12, 2025 |
Exhibit 10.1 Execution Version 1 LOAN AGREEMENT THIS LOAN AGREEMENT (this “Agreement”) is made and entered into as of February 26, 2025 (the “Effective Date”) by and between Pacific Oak Strategic Opportunity Limited Partnership, a Delaware limited partnership (“Borrower”), whose address is 11766 Wilshire Blvd., Suite 1670, Los Angeles, California 90025, and Pacific Oak Capital Advisors, LLC, a Del |
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| May 12, 2025 |
Promissory Note by Pacific Oak Strategic Opportunity Limited Partnership, dated February 26, 2025 Exhibit 10.2 Execution Version 1 PROMISSORY NOTE $8,000,000.00 Date: February 26, 2025 Los Angeles, California FOR VALUE RECEIVED, Pacific Oak Strategic Opportunity Limited Partnership, a Delaware limited partnership (“Borrower”), with its principal place of business at 11766 Wilshire Blvd., Suite 1670 Los Angeles, California 90025, promises to pay to the order of Pacific Oak Capital Advisors, LLC |
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| May 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☒ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| April 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☒ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| April 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy Statement ☐ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| April 15, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 9, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| April 10, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☐ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| March 31, 2025 |
Exhibit 10.1.2 1 FIRST AMENDMENT TO PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. ADVISORY AGREEMENT THIS FIRST AMENDMENT TO PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. ADVISORY AGREEMENT (this “SOR Advisory Agreement Amendment”) is entered into effective as of December 19, 2024, by and among Pacific Oak Strategic Opportunity REIT, Inc., and Pacific Oak Capital Advisors, LLC (collectively, the “Pa |
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| March 31, 2025 |
Consent of Colliers International Valuation of Advisory Services, LLC Exhibit 99.3 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| March 31, 2025 |
Exhibit 21.1 Pacific Oak Strategic Opportunity REIT, Inc. List of Subsidiaries as of March 28, 2025 110 William Junior Mezz III, LLC Pacific Oak SOR Acquisition XXV, LLC 110 William Mezz III, LLC Pacific Oak SOR Acquisition XXVII, LLC 110 William Property Investors III, LLC Pacific Oak SOR Acquisition XXIX, LLC 1180 Raymond Urban Renewal, LLC Pacific Oak SOR Acquisition XXX, LLC CA Capital Managem |
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| March 31, 2025 |
Exhibit 99.5 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain residential real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prosp |
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| March 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| March 31, 2025 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| March 31, 2025 |
Exhibit 10.3.2 1 FIRST AMENDMENT TO SECOND AMENDED AND RESTATED MANAGEMENT AGREEMENT THIS FIRST AMENDMENT TO SECOND AMENDED AND RESTATED MANAGEMENT AGREEMENT (this "Amendment"), dated as of December 19, 2024 (the "Amendment Date"), is made by and among Pacific Oak Residential Trust, Inc., a Maryland corporation (“PORT”) and DMH Realty, LLC a Florida limited liability company (“Property Manager”). |
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| March 31, 2025 |
Exhibit 99.4 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| March 31, 2025 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| March 31, 2025 |
P A C I F I C O A K S O R ( B V I ) H o l d i n g s L T D Capital Market Presentation Update Based on Q4-2024 Reports -April 2025- Office Multifamily Single Family Rentals Hotel Land Exhibit 99. |
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| March 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-54382 PACIFIC OAK STR |
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| March 31, 2025 |
Exhibit 10.7 Deed of Trust Prepared and signed on July 6, 2023 Between Pacific Oak SOR (BVI) Holdings Ltd. A foreign company from the British Virgin Islands whose registered office in the Virgin Islands is care of: Trident Trust Company (B.V.I.) Limited of Trident Chambers, P.O. Box 146, Road Town, Tortola, British Virgin Islands1 And its address in Israel for the purpose of this Deed of Trust and |
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| March 31, 2025 |
Exhibit 14.1 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. CODE OF CONDUCT AND ETHICS Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) has established this Code of Conduct and Ethics (the “Code”) that applies to (i) the Company’s officers and directors and (ii) the managers, officers, employees and independent contractors of Pacific Oak Capital Advisors, LLC (the “Advisor”) and Pacific |
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| March 31, 2025 |
Exhibit 10.2.2 1 FIRST AMENDMENT TO ADVISORY AGREEMENT THIS FIRST AMENDMENT TO ADVISORY AGREEMENT (this "Amendment"), dated as of December 19, 2024 (the "Amendment Date"), is made by and among Pacific Oak Residential Trust, Inc., a Maryland corporation (the "Company"), Port OP LP, a Delaware limited partnership (the "Partnership"), Pacific Oak Capital Advisors, LLC, a Delaware limited liability co |
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| March 31, 2025 |
Exhibit 10.5.9 -1- EIGHTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/- in Village 2 of Tule Springs) THIS EIGHTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Amendment”) is made and entered into as of December 12, 2024 (the “Amendment Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a Delaware l |
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| March 31, 2025 |
Exhibit 10.1.1 ADVISORY AGREEMENT between PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. and PACIFIC OAK CAPITAL ADVISORS, LLC November 1, 2024 i TABLE OF CONTENTS Page ARTICLE 1 - DEFINITIONS ........................................................................................................ 1 ARTICLE 2 - APPOINTMENT .............................................................................. |
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| March 4, 2025 |
Entry into a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 26, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| January 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 28, 2025 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| January 30, 2025 |
Exhibit 99.1 January 28, 2025 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from West 4 Capital LP (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportunity REIT, Inc. (the “REIT” |
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| December 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 19, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| December 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 10, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| December 13, 2024 |
CONSENT OF INDEPENDENT VALUATION EXPERT Exhibit 99.2 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| December 13, 2024 |
CONSENT OF INDEPENDENT VALUATION EXPERT Exhibit 99.1 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| December 13, 2024 |
CONSENT OF INDEPENDENT VALUATION EXPERT Exhibit 99.3 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain residential real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prosp |
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| December 13, 2024 |
PA C I F I C O A K S T R AT E G I C O P P O R T U N I T Y R E I T, I N C . Va l u a t i o n a n d P o r t f o l i o U p d a t e DECEMBER 13, 2024 Exhibit 99.4 2 FORWARD-LOOKING STATEMENTS I M P O R TA N T D I S C L O S U R E S - The information contained herein should be read in conjunction with, and is qualified by, the information in the Pacific Oak Strategic Opportunity REIT, Inc. (“Pacific Oak |
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| December 2, 2024 |
EX-99.1 2 pacificoaksorbviq32024fins.htm EX-99.1 Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this tran |
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| December 2, 2024 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| December 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 28, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| November 14, 2024 |
Exhibit 10.1 ADVISORY AGREEMENT among PACIFIC OAK RESIDENTIAL TRUST, INC., PORT OP LP, PACIFIC OAK RESIDENTIAL ADVISORS, LLC, PACIFIC OAK CAPITAL ADVISORS, LLC, KEITH D. HALL, and PETER MCMILLAN III September 1, 2024 i CLOSED\1607203150.4 TABLE OF CONTENTS Page ARTICLE 1 DEFINITIONS .................................................................................................................. 1 |
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| November 14, 2024 |
Exhibit 10.2 1614657544.2 THIRD AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/- in Village 2 of Tule Springs) THIS THIRD AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Amendment”) is made and entered into as of August 16, 2024 (the “Amendment Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a Delawar |
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| November 14, 2024 |
Exhibit 10.7 Deed of Trust Prepared and signed on April 21, 2024 Between Pacific Oak SOR (BVI) Holdings Ltd. A foreign company from the British Virgin Islands whose registered office in the Virgin Islands is care of: Trident Trust Company (B.V.I.) Limited of Trident Chambers, P.O. Box 146, Road Town, Tortola, British Virgin Islands1 And its address in Israel for the purpose of this Deed of Trust a |
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| November 14, 2024 |
Exhibit 10.3 1614657636.2 FOURTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/- in Village 2 of Tule Springs) THIS FOURTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Amendment”) is made and entered into as of September 17, 2024 (the “Amendment Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a De |
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| November 14, 2024 |
Exhibit 10.5 1614657647.2 SIXTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/- in Village 2 of Tule Springs) THIS SIXTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Amendment”) is made and entered into as of October 14, 2024 (the “Amendment Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a Delawa |
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| November 14, 2024 |
Exhibit 10.6 1614657673.2 SEVENTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/- in Village 2 of Tule Springs) THIS SEVENTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Amendment”) is made and entered into as of October 18, 2024 (the “Amendment Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a De |
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| November 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| November 14, 2024 |
Exhibit 10.4 1614657642.2 FIFTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/- in Village 2 of Tule Springs) THIS FIFTH AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Amendment”) is made and entered into as of September 30, 2024 (the “Amendment Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a Dela |
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| November 14, 2024 |
Exhibit 10.8 1614780418.2 Amendment #1 to the Deed of Trust Prepared and executed on September 2, 2024 Between: SOR (BVI) Holdings Ltd. PACIFIC OAK (Previously: KBS SOR (BVI) Holdings LTD.) A foreign company of the British Virgin Islands for which the registered offices in the Virgin Islands are C/O: Trident Trust Company (B.V.I.) Limited of Trident Chambers, P.O. Box 146, Road Town, Tortola, Brit |
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| October 15, 2024 |
Exhibit 99.1 October 10, 2024 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from Comrit Investments 1, Limited Partnership (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportunit |
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| October 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 10, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| October 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 3, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| September 5, 2024 |
Exhibit 10.1 ADVISORY AGREEMENT among PACIFIC OAK RESIDENTIAL TRUST, INC., PORT OP LP, PACIFIC OAK RESIDENTIAL ADVISORS, LLC, PACIFIC OAK CAPITAL ADVISORS, LLC, KEITH D. HALL, and PETER MCMILLAN III September 1, 2024 i CLOSED\1607203150.4 TABLE OF CONTENTS Page ARTICLE 1 DEFINITIONS .................................................................................................................. 1 |
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| September 5, 2024 |
P A C I F I C O A K S O R ( B V I ) H o l d i n g s L T D Capital Market Presentation Update Based on Q2-2024 Reports -September 2024- Office Multifamily Single Family Rentals Hotel Land Exhibit 99. |
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| September 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 1, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| August 29, 2024 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| August 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 28, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| August 29, 2024 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| August 28, 2024 |
PAC I F I C O AK S T R AT E G I C O P P O R T U N I T Y R E I T M a r k e t & P o r t f o l i o U p d a t e s AUGUST 28, 2024 Exhibit 99. |
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| August 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 28, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| August 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 20, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| August 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000 |
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| August 9, 2024 |
SMRH:4882-8607-8408.4 -1- FIRST AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/- in Village 2 of Tule Springs) THIS FIRST AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Amendment”) is made and entered into as of June 17, 2024 (the “Amendment Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a Delaware |
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| August 9, 2024 |
August 9, 2024 VIA EDGAR Ms. Babette Cooper Division of Corporation Finance Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 Re: Pacific Oak Strategic Opportunity REIT, Inc. Form 10-K for the Fiscal Year Ending December 31, 2023 Filed April 1, 2024 File No. 000-54382 Dear Ms. Cooper: We are writing in response to the comment letter from the Staff of the Commission’s Div |
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| August 9, 2024 |
SMRH:4871-3454-6120.3 -1- SECOND AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/- in Village 2 of Tule Springs) THIS SECOND AMENDMENT TO PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Amendment”) is made and entered into as of June 21, 2024 (the “Amendment Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a Delawar |
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| July 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☒ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| July 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☒ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| July 17, 2024 |
Exhibit 99.1 July 16, 2024 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from West 4 Capital LP (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportunity REIT, Inc. (the “REIT”). |
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| July 17, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☒ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| July 17, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 12, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| May 16, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 16, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporati |
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| May 16, 2024 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| May 16, 2024 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| May 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 00 |
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| May 10, 2024 |
SMRH:4867-2220-9151.17 -1- PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (454.31 Acres +/ - in Village 2 of Tule Springs) THIS PURCHASE AND SALE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this “Agreement”) is made and entered into as of March 10, 2024 (the “Effective Date”), by and among PACIFIC OAK SOR TULE SPRINGS OWNER TRS, LLC, a Delaware limited liability company (the “Parcel 2.09A |
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| April 26, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy Statement ☐ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 24, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| April 18, 2024 |
Exhibit 99.1 April 17, 2024 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from Comrit Investments 1, LP (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportunity REIT, Inc. (the “ |
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| April 18, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 17, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| April 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| April 8, 2024 |
Exhibit 10.2 SECOND AMENDED AND RESTATED MANAGEMENT AGREEMENT This SECOND AMENDED AND RESTATED MANAGEMENT AGREEMENT (this “Agreement”), entered into as April 2, 2024, is made and entered into by and among Pacific Oak Residential Trust, Inc., a Maryland corporation (“PORT”), and DMH Realty, LLC, a Florida limited liability company (“Property Manager”). RECITALS WHEREAS, PORT owns through its operat |
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| April 8, 2024 |
Exhibit 10.1 AMENDED AND RESTATED ADVISORY AGREEMENT among PACIFIC OAK RESIDENTIAL TRUST, INC., PORT OP LP, PACIFIC OAK RESIDENTIAL ADVISORS, LLC, PACIFIC OAK CAPITAL ADVISORS, LLC, KEITH D. HALL, and PETER MCMILLAN III April 2, 2024 i TABLE OF CONTENTS Page ARTICLE 1 DEFINITIONS .................................................................................................................. 1 AR |
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| April 8, 2024 |
Exhibit 10.3 TERMINATION OF AMENDED AND RESTATED DEALER MANAGER AGREEMENT The parties hereto agree to terminate that certain Amended and Restated Dealer Manager Agreement, dated and effective as of January 13, 2023, between Pacific Oak Residential Trust, Inc., a Maryland corporation and Pacific Oak Capital Markets, LLC, a Delaware limited liability company, effective as of April 2, 2024. PACIFIC O |
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| April 8, 2024 |
P A C I F I C O A K S O R ( B V I ) H o l d i n g s L T D Capital Market Presentation Update Based on Q4-2023 Reports Rated AA- -April 2024- Office Multifamily Single Family Rentals Hotel Land Exhibit 99. |
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| April 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| April 2, 2024 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| April 2, 2024 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| April 1, 2024 |
Exhibit 21.1 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. List of Subsidiaries as of April 1, 2024 Pacific Oak Strategic Opportunity Holdings LLC Pacific Oak SOR Acquisition XXX, LLC Pacific Oak Strategic Opportunity Limited Partnership Pacific Oak SOR Crown Pointe, LLC Pacific Oak SOR (BVI) Holdings, Ltd. Pacific Oak SOR Properties, LLC Pacific Oak SOR Acquisition XXXIII, LLC Pacific Oak SOR II H |
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| April 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-54382 PACIFIC OAK STR |
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| April 1, 2024 |
Exhibit 99.4 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| April 1, 2024 |
Consent of Colliers International Valuation of Advisory Services, LLC Exhibit 99.3 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| April 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☐ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| April 1, 2024 |
Deed of Trust Prepared and signed on February 12, 2020 Between Pacific Oak SOR (BVI) Holdings Ltd. |
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| April 1, 2024 |
Exhibit 99.5 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain residential real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prosp |
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| March 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 10, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| January 18, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 16, 2024 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| January 18, 2024 |
Exhibit 99.1 ADVISORY AGREEMENT between PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. and PACIFIC OAK CAPITAL ADVISORS, LLC November 1, 2023 i TABLE OF CONTENTS Page ARTICLE 1 - DEFINITIONS ........................................................................................................ 1 ARTICLE 2 - APPOINTMENT ................................................................................ |
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| January 18, 2024 |
Exhibit 99.2 January 16, 2024 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from West 4 Capital LP (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportunity REIT, Inc. (the “REIT” |
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| January 11, 2024 |
EX-99.1 2 fsp13daexhibit1.htm EX-1 EXHIBIT 1 JOINT FILING AGREEMENT Each of the undersigned hereby acknowledges and agrees, in compliance with the provisions of Rule 13d-1(k)(1) promulgated under the Securities Exchange Act of 1934, as amended, that the Schedule 13D to which this Agreement is attached as an exhibit, and any amendments thereto, will be filed with the Securities and Exchange Commiss |
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| January 11, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* Franklin Street Properties Corp. (Name of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securities) 35471R106 (CUSIP Number) Peter McMillan III President Pacific Oak Strategic Opportunity REIT, Inc. 11766 Wilshire Blvd., Suite 16 |
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| December 7, 2023 |
CONSENT OF INDEPENDENT VALUATION EXPERT Exhibit 99.1 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| December 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| December 7, 2023 |
CONSENT OF INDEPENDENT VALUATION EXPERT Exhibit 99.2 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| December 7, 2023 |
CONSENT OF INDEPENDENT VALUATION EXPERT Exhibit 99.3 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain residential real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prosp |
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| December 7, 2023 |
PAC I F I C O AK S T R AT E G I C O P P O R T U N I T Y R E I T Va l u a t i o n a n d P o r t f o l i o U p d a t e DECEMBER 6, 2023 Exhibit 99. |
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| November 21, 2023 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| November 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 21, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| November 21, 2023 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| November 14, 2023 |
3662757.12 AMENDED AND RESTATED LOAN AGREEMENT by and among 1180 RAYMOND URBAN RENEWAL, LLC, PACIFIC OAK SOR AUSTIN SUBURBAN PORTFOLIO, LLC, PACIFIC OAK SOR II OAKLAND CITY CENTER, LLC, PACIFIC OAK SOR MARQUETTE PLAZA, LLC, each a Delaware limited liability company, individually and collectively, as Borrower and BANK OF AMERICA, N.A., a national banking association, as Administrative Agent and The |
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| November 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| November 14, 2023 |
Amended and Restated Guaranty Agreement as of August 28, 2023 by Pacific Oak SOR Properties, LLC Exhibit 10.1 3675734.5 AMENDED AND RESTATED GUARANTY AGREEMENT This Amended and Restated Guaranty Agreement (this “Guaranty”) is made as of August 28, 2023, by PACIFIC OAK SOR PROPERTIES, LLC, a Delaware limited liability company (“Guarantor”), in favor of BANK OF AMERICA, N.A., a national banking association, as administrative agent for Lenders as that term is defined below (collectively with its |
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| October 24, 2023 |
Exhibit 99.1 October 21, 2023 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from Comrit Investments 1, LP (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportunity REIT, Inc. (the |
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| October 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 21, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| September 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 28, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| August 17, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 16, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| August 17, 2023 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| August 17, 2023 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| August 14, 2023 |
a110williamsupplementalb Exhibit 10.2 TO BE FILED IN THE OFFICE OF THE CLERK OF NEW YORK COUNTY $54,125,443.00 BUILDING LOAN SUPPLEMENTAL BUILDING LOAN AGREEMENT Between 110 WILLIAM PROPERTY INVESTORS III, LLC, as Borrower, LENDERS SIGNATORY HERETO FROM TIME TO TIME, as Lenders, and DEUTSCHE PFANDBRIEFBANK AG as Administrative Agent and Lender County: New York Block: 77 Lots: 8 Premises: 110 Willi |
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| August 14, 2023 |
Guaranty of Recourse Obligations as of July 5, 2023 by Pacific Oak SOR Properties, LLC Exhibit 10.8 GUARANTY OF RECOURSE OBLIGATIONS THIS GUARANTY OF RECOURSE OBLIGATIONS (as the same may be amended, restated, replaced, supplemented or otherwise modified from time to time, this “Guaranty”) is made this 5th day of July, 2023, by PACIFIC OAK SOR PROPERTIES, LLC, a Delaware limited liability company, having an address at 3200 Park Center Drive, Suite 800 Costa Mesa, CA 92626, Attention |
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| August 14, 2023 |
Guaranty of Interest and Carry Costs as of July 5, 2023 by Pacific Oak SOR Properties, LLC pacificoak110williamcarr Exhibit 10.5 GUARANTY OF INTEREST AND CARRY COSTS THIS GUARANTY OF INTEREST AND CARRY COSTS (as the same may be amended, restated, replaced, supplemented or otherwise modified from time to time, this “Guaranty”) is made this 5h day of July, 2023, by PACIFIC OAK SOR PROPERTIES, LLC, a Delaware limited liability company, having an address at 3200 Park Center Drive, Suite 800 |
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| August 14, 2023 |
arllcagreementpacificoak Exhibit 10.3 -1- AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF PACIFIC OAK SOR SREF III 110 WILLIAM, LLC (f/k/a KBS SOR SREF III 110 WILLIAM, LLC) This AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT (as the same may be amended, restated, modified or supplemented following the Effective Date in accordance with the terms hereof, this “Agreement”) of P |
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| August 14, 2023 |
Funding Guaranty as of July 5, 2023 by Pacific Oak SOR Properties, LLC pacificoak110williamfund Exhibit 10.7 FUNDING GUARANTY THIS FUNDING GUARANTY (as the same may be amended, restated, replaced, supplemented or otherwise modified from time to time, this “Guaranty”) is made this 5th day of July, 2023, by PACIFIC OAK SOR PROPERTIES, LLC, a Delaware limited liability company, having an address at 3200 Park Center Drive, Suite 800, Costa Mesa, CA 92626, Attention: Bria |
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| August 14, 2023 |
Exhibit 10.9 SMRH:4867-3272-9957.9 -1- 062123 0003-000003 MEMBERSHIP INTEREST PURCHASE AGREEMENT This Membership Interest Purchase Agreement (this “Agreement”) is made as of July 5, 2023 (“Effective Date”), by and between Pacific Oak SOR 110 William JV, LLC (f/k/a KBS SOR 110 William JV, LLC), a Delaware limited liability company (“Buyer”), and SREF III 110 William JV, LLC, a Delaware limited liab |
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| August 14, 2023 |
Completion Guaranty as of July 5, 2023 by Pacific Oak SOR Properties, LLC pacificoak110williamcomp Exhibit 10.6 COMPLETION GUARANTY THIS COMPLETION GUARANTY (as the same may be amended, restated, replaced, supplemented or otherwise modified from time to time, this “Guaranty”) is made this 5th day of July, 2023, by PACIFIC OAK SOR PROPERTIES, LLC, a Delaware limited liability company, having an address at 3200 Park Center Drive, Suite 800, Costa Mesa, CA 92626, Attention |
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| August 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000 |
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| August 14, 2023 |
a110williamstacs62723fin LEASE BETWEEN THE CITY OF NEW YORK DEPARTMENT OF CITYWIDE ADMINISTRATIVE SERVICES 1 CENTRE STREET, 20TH FLOOR NORTH NEW YORK, NEW YORK 10007 & 110 WILLIAM PROPERTY INVESTORS III, LLC C/O SAVANNA 430 PARK AVENUE, 12TH FLOOR NEW YORK, NY 10022 Premises Location: 110 William Street (Block 77, Lot 8) Borough of Manhattan Demised Premises: Partial Sub-Cellar, Cellar, Ground, Lobby, 14th, and 18th Floors and Entire 2nd, 3rd, 4th, 5th, 6th, 7th, 8th, 9th, 10th, 11th, 12th, 17th, 21st, 22nd, 23rd, 25th, 26th, 27th, 28th, 29th, and 30th Floors, to be used by the New York City Administration for Children’s Services ***** LEASE NO. |
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| August 14, 2023 |
pacificoak110williamamen Exhibit 10.4 AMENDED AND RESTATED SENIOR LOAN AGREEMENT Dated as of July 5, 2023 Between 110 WILLIAM PROPERTY INVESTORS III, LLC, as Borrower, LENDERS SIGNATORY HERETO FROM TIME TO TIME, as Lenders, and DEUTSCHE PFANDBRIEFBANK AG, as Administrative Agent and Lender -i- TABLE OF CONTENTS Page I. DEFINITIONS; PRINCIPLES OF CONSTRUCTION ....................................... |
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| July 21, 2023 |
Exhibit 99.1 July 19, 2023 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from West 4 Capital LP (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportunity REIT, Inc. (the “REIT”). |
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| July 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 17, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| July 19, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 17, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| July 19, 2023 |
Exhibit 99.1 July 17, 2023 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from West 4 Capital LP (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportunity REIT, Inc. (the “REIT”). |
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| July 10, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 6, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporati |
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| July 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 5, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporati |
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| June 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 31, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdi |
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| June 5, 2023 |
P A C I F I C O A K S O R ( B V I ) H o l d i n g s L T D Capital Market Presentation Update Based on Q1-2023 Reports -May 2023- Office Multifamily Single Family Rentals Hotel Lands Exhibit 99. |
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| June 1, 2023 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| June 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 31, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporati |
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| June 1, 2023 |
EX-99.3 4 pacificoakmay-23marketup.htm EX-99.3 P A C I F I C O A K S O R ( B V I ) H o l d i n g s L T D Capital Market Presentation Update Based on Q1-2023 Reports -May 2023- Office Multifamily Single Family Rentals Hotel Lands Exhibit 99.3This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been e |
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| June 1, 2023 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| May 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 00 |
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| April 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy Statement ☐ Definitive Additional Materials ☐ Soliciting Material Pursuant to § 240. |
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| March 31, 2023 |
Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| March 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| March 31, 2023 |
Exhibit 99.2 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY December 31, 2022 (Audited) PACIFIC OAK SOR (BVI) HOLDNGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY AS OF DECEMBER 31, 2022 INDEX Page Special Report Presented Purs |
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| March 30, 2023 |
EX-99.5 12 pacificoaksorq42022ex995.htm EX-99.5 Exhibit 99.5 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain residential real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form |
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| March 30, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-54382 PACIFIC OAK STR |
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| March 30, 2023 |
Exhibit 21.1 Subsidiaries of Pacific Oak Strategic Opportunity REIT, Inc. as of March 29, 2023 110 William Mezz III, LLC Pacific Oak SOR Acquisition XXV, LLC 110 William Property Investors III, LLC Pacific Oak SOR Acquisition XXVII, LLC 1180 Raymond Urban Renewal, LLC Pacific Oak SOR Acquisition XXIX, LLC CA Capital Management Services III, LLC Pacific Oak SOR Acquisition XXX, LLC JP-Greenway I, L |
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| March 30, 2023 |
Exhibit 99.4 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| March 30, 2023 |
Consent of Colliers International Valuation of Advisory Services, LLC Exhibit 99.3 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| March 30, 2023 |
Exhibit 10.4 Pacific Oak Residential Trust, Inc. Up to $500,000,000 of Shares of Common Stock (Plus $50,000,000 through Distribution Reinvestment Plan) AMENDED AND RESTATED DEALER MANAGER AGREEMENT January 13, 2023 Pacific Oak Capital Markets, LLC 3200 Park Center Drive, Suite 800 Costa Mesa, CA 92626 Ladies and Gentlemen: Effective September 9, 2022, Pacific Oak Residential Trust, Inc., a Marylan |
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| March 30, 2023 |
Exhibit 3.4 FOURTH AMENDED AND RESTATED BYLAWS OF PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. ARTICLE I OFFICES Section 1.01. PRINCIPAL OFFICES. The principal office of Pacific Oak Strategic Opportunity REIT, Inc. (the “Corporation”) shall be located at such place or places as the board of directors may designate from time to time. Section 1.02. ADDITIONAL OFFICES. The Corporation may have additi |
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| February 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 22, 2023 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| February 24, 2023 |
Exhibit 99.1 February 24, 2023 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from Comrit Investments 1, Limited Partnership (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (“Shares”) of Pacific Oak Strategic Opportuni |
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| December 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 22, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| December 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 2, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| December 8, 2022 |
CONSENT OF INDEPENDENT VALUATION EXPERT EX-99.3 4 sor8-kvaluationex993dec2022.htm EX-99.3 Exhibit 99.3 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain residential real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Fo |
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| December 8, 2022 |
CONSENT OF INDEPENDENT VALUATION EXPERT EX-99.1 2 sor8-kvaluationex991dec2022.htm EX-99.1 Exhibit 99.1 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on For |
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| December 8, 2022 |
sorrevalcalldec2022-wide PAC I F I C O AK S T R AT E G I C O P P O R T U N I T Y R E I T Va l u a t i o n a n d P o r t f o l i o U p d a t e DECEMBER 7, 2022 Exhibit 99. |
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| December 8, 2022 |
CONSENT OF INDEPENDENT VALUATION EXPERT Exhibit 99.2 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| November 30, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| November 30, 2022 |
Exhibit 99.2 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this translation, the Hebrew version shall prevail. PACIFI |
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| November 30, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 30, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| November 30, 2022 |
EX-99.1 2 pacificoaksorbviq32022finsa.htm EX-99.1 Exhibit 99.1 This English translation is for convenience purposes only. This is not an official translation and is not binding. Whilst reasonable care and skill have been exercised in the preparation hereof, no translation can ever perfectly reflect the original Hebrew version. In the event of any discrepancy between the Hebrew version and this tra |
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| November 14, 2022 |
Exhibit 10.1 ADVISORY AGREEMENT between PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. and PACIFIC OAK CAPITAL ADVISORS, LLC November 1, 2022 TABLE OF CONTENTS Page ARTICLE 1 - DEFINITIONS 1 ARTICLE 2 - APPOINTMENT 9 ARTICLE 3 - DUTIES OF THE ADVISOR 9 3.01 Organizational and Offering Services 9 3.02 Acquisition Services 9 3.03 Asset Management Services 10 3.04 Stockholder Services 13 3.05 Other Ser |
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| November 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| October 17, 2022 |
EX-99.1 2 posorcomritmini-tenderresp.htm EX-99.1 Exhibit 99.1 October 24, 2022 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from Comrit Investments 1, Limited Partnership (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your shar |
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| October 17, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 17, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| September 12, 2022 |
EX-10.4 5 exhibit104port-dma.htm EX-10.4 Exhibit 10.4 Pacific Oak Residential Trust, Inc. Up to $500,000,000 of Shares of Common Stock (Plus $50,000,000 through Distribution Reinvestment Plan) DEALER MANAGER AGREEMENT September 9, 2022 Pacific Oak Capital Markets, LLC 3200 Park Center Drive, Suite 600 Costa Mesa, CA 92626 Ladies and Gentlemen: Pacific Oak Residential Trust, Inc., a Maryland corpor |
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| September 12, 2022 |
Amended and Restated Advisory Agreement Exhibit 10.2 AMENDED AND RESTATED ADVISORY AGREEMENT between PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. and PACIFIC OAK CAPITAL ADVISORS, LLC September 9, 2022 TABLE OF CONTENTS Page ARTICLE 1 - DEFINITIONS 1 ARTICLE 2 - APPOINTMENT 8 ARTICLE 3 - DUTIES OF THE ADVISOR 8 3.01 Organizational and Offering Services 8 3.02 Acquisition Services 9 3.03 Asset Management Services 9 3.04 Stockholder Servi |
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| September 12, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 9, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| September 12, 2022 |
Exhibit 10.1 ADVISORY AGREEMENT among PACIFIC OAK RESIDENTIAL TRUST, INC., PORT OP LP, PACIFIC OAK RESIDENTIAL ADVISORS, LLC, PACIFIC OAK CAPITAL ADVISORS, LLC, KEITH D. HALL, and PETER MCMILLAN III September 9, 2022 TABLE OF CONTENTS Page Article 1 DEFINITIONS 1 Article 2 APPOINTMENT 6 Article 3 DUTIES OF THE ADVISOR 6 3.01 Organizational and Offering Services 7 3.02 Acquisition Services 7 3.03 A |
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| September 12, 2022 |
EX-10.3 4 exhibit103port-dmhpropert.htm EX-10.3 Exhibit 10.3 AMENDED AND RESTATED MANAGEMENT AGREEMENT This AMENDED AND RESTATED MANAGEMENT AGREEMENT (this “Agreement”), entered into as of September 9, 2022, but effective as of September 1, 2022, is made and entered into by and among Pacific Oak Residential Trust, Inc., a Maryland corporation (“PORT”), and DMH Realty, LLC, a Florida limited liabil |
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| August 18, 2022 |
Exhibit 99.1 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. INTERIM CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2022 UNAUDITED U.S. DOLLARS IN THOUSANDS INDEX Page Consolidated Statements of Financial Position 2 Consolidated Statements of Profit or Loss 3 Consolidated Statements of Equity 4-6 Consolidated Statements of Cash Flows 6-7 Notes to Interim Consolidated Financial Statements 8-14 - - - - - - - |
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| August 18, 2022 |
Exhibit 99.2 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY June 30, 2022 (Unaudited) PACIFIC OAK SOR (BVI) HOLDINGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY AS OF JUNE 30, 2022 (UNAUDITED) U.S. DOLLARS IN THOUSANDS INDEX P |
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| August 18, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 17, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| August 12, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000 |
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| July 25, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| July 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 7, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporati |
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| May 25, 2022 |
DEFA14A 1 proxystatementdefa14aaddit.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Prelimi |
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| May 12, 2022 |
Exhibit 99.2 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY March 31, 2022 (Unaudited) PACIFIC OAK SOR (BVI) HOLDINGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY AS OF MARCH 31, 2022 (UNAUDITED) U.S. DOLLARS IN THOUSANDS INDEX |
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| May 12, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 11, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporati |
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| May 12, 2022 |
EX-99.1 2 pacoaksorbviq12022finsex991.htm EX-99.1 Exhibit 99.1 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. INTERIM CONSOLIDATED FINANCIAL STATEMENTS AS OF MARCH 31, 2022 UNAUDITED U.S. DOLLARS IN THOUSANDS INDEX Page Consolidated Statements of Financial Position 2 Consolidated Statements of Profit or Loss 3 Consolidated Statements of Equity 4 Consolidated Statements of Cash Flows 5-6 Notes to Interim Con |
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| May 6, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 00 |
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| May 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| May 3, 2022 |
Exhibit 99.1 May 9, 2022 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from CMG Income Fund II, LLC, CMG Liquidity Fund, LLC, Blue River Capital, LLC AND CMG Partners, LLC (collectively, the ?Bidder?) and/or their affiliates relating to a tender offer by the Bidder to pu |
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| April 14, 2022 |
DEF 14A 1 proxystatementdef14a.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary P |
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| April 4, 2022 |
PRE 14A 1 proxystatementpre14a.htm PRE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary P |
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| March 31, 2022 |
EX-99.1 2 pacificoaksorbviq42021finsa.htm EX-99.1 Exhibit 99.1 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. Consolidated Financial Statements December 31, 2021 (Audited) PACIFIC OAK SOR (BVI) HOLDINGS, LTD. AS OF DECEMBER 31, 2021 U.S. DOLLARS IN THOUSANDS Consolidated Financial Statements Page Consolidated Statements of Financial Position 2 Consolidated Statements of Profit or Loss 3 Consolidated Stateme |
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| March 31, 2022 |
EX-99.2 3 pacificoaksorbviq42021fins.htm EX-99.2 Exhibit 99.2 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY December 31, 2021 (Audited) PACIFIC OAK SOR (BVI) HOLDNGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY AS OF DECEMBER |
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| March 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| March 28, 2022 |
EX-99.4 9 pacificoaksorq42021ex994.htm EX-99.4 Exhibit 99.4 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Form S |
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| March 28, 2022 |
Exhibit 99.5 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain residential real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the ?Company?) being included or incorporated by reference into the Company?s Registration Statement on Form S-3 (File No. 333-156633) and the related prosp |
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| March 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-54382 PACIFIC OAK STR |
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| March 28, 2022 |
Consent of Colliers International Valuation of Advisory Services, LLC Exhibit 99.3 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the ?Company?) being included or incorporated by reference into the Company?s Registration Statement on Form S-3 (File No. 333-156633) and the related prospe |
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| March 28, 2022 |
EX-21.1 2 pacificoaksorq42021ex211.htm EX-21.1 Exhibit 21.1 Subsidiaries of Pacific Oak Strategic Opportunity REIT, Inc. as of March 25, 2022 110 William Mezz III, LLC Pacific Oak SOR Acquisition XXV, LLC 110 William Property Investors III, LLC Pacific Oak SOR Acquisition XXVII, LLC 1180 Raymond Urban Renewal, LLC Pacific Oak SOR Acquisition XXIX, LLC CA Capital Management Services III, LLC Pacifi |
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| March 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 10, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| February 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 18, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| February 22, 2022 |
Exhibit 99.1 February 28, 2022 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from Comrit Investments 1, Limited Partnership (the ?Bidder?) and/or its affiliates relating to a tender offer by the Bidder to purchase your shares (?Shares?) of Pacific Oak Strategic Opportuni |
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| January 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 26, 2022 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| December 30, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 28, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| December 30, 2021 |
EX-99.1 2 lettertoshareholders.htm EX-99.1 Exhibit 99.1 December 30, 2021 Dear Pacific Oak Strategic Opportunity REIT Stockholder: You are receiving this letter and the enclosed Questions and Answers (“Q&A”) and Election Form in connection with the special dividend declared by the Board of Directors of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) on December 30, 2021, of $1.17 per |
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| December 16, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 16, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| December 16, 2021 |
EX-99.1 2 posoram2totwelfthamendedan.htm EX-99.1 Exhibit 99.1 AMENDMENT NO. 2 TO TWELFTH AMENDED AND RESTATED SHARE REDEMPTION PROGRAM Effective as of December 30, 2021 The board of directors of Pacific Oak Strategic Opportunity REIT, Inc., a Maryland corporation (the “Company”), has adopted this Amendment No. 2 (this “Amendment”) to the Twelfth Amended and Restated Share Redemption Program (the “ |
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| December 16, 2021 |
Via EDGAR December 16, 2021 United States Securities and Exchange Commission Division of Corporation Finance 100 F Street N. |
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| December 8, 2021 |
CONSENT OF INDEPENDENT VALUATION EXPERT EX-99.1 2 sor8-kvaluationex991dec2021.htm EX-99.1 Exhibit 99.1 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on For |
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| December 8, 2021 |
CONSENT OF INDEPENDENT VALUATION EXPERT EX-99.3 4 sor8-kvaluationex993dec2021.htm EX-99.3 Exhibit 99.3 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain residential real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on Fo |
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| December 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 2, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| December 8, 2021 |
CONSENT OF INDEPENDENT VALUATION EXPERT EX-99.2 3 sor8-kvaluationex992dec2021.htm EX-99.2 Exhibit 99.2 CONSENT OF INDEPENDENT VALUATION EXPERT We hereby consent to the reference to our name and description of our role in the valuation process of certain commercial real estate assets of Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) being included or incorporated by reference into the Company’s Registration Statement on For |
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| December 8, 2021 |
EX-99.4 5 sordec2021navbrokerprese.htm EX-99.4 PAC I F I C O AK S T R AT E G I C O P P O R T U N I T Y R E I T Va l u a t i o n a n d P o r t f o l i o U p d a t e DECEMBER 8, 2021 Exhibit 99.4 2 FORWARD-LOOKING STATEMENTS I M P O R T A N T D I S C L O S U R E S - The information contained herein should be read in conjunction with, and is qualified by, the information in the Pacific Oak Strategic |
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| November 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| November 15, 2021 |
Exhibit 99.2 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY September 30, 2021 (Unaudited) PACIFIC OAK SOR (BVI) HOLDNGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY AS OF SEPTEMBER 30, 2021 (UNAUDITED) U.S. DOLLARS IN THOUSAND |
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| November 15, 2021 |
EX-99.1 2 pacificoaksorbviq32021fins.htm EX-99.1 Exhibit 99.1 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. INTERIM CONSOLIDATED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2021 UNAUDITED U.S. DOLLARS IN THOUSANDS INDEX Page Consolidated Statements of Financial Position 2 Consolidated Statements of Profit or Loss 3 Consolidated Statements of Comprehensive Income 4 Consolidated Statements of Equity 5-6 Consoli |
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| November 15, 2021 |
Exhibit 10.2 ADVISORY AGREEMENT between PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. and PACIFIC OAK CAPITAL ADVISORS, LLC November 1, 2021 TABLE OF CONTENTS Page ARTICLE 1 - DEFINITIONS 1 ARTICLE 2 - APPOINTMENT 9 ARTICLE 3 - DUTIES OF THE ADVISOR 9 3.01 Organizational and Offering Services 9 3.02 Acquisition Services 9 3.03 Asset Management Services 10 3.04 Stockholder Services 12 3.05 Other Ser |
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| November 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 15, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| November 15, 2021 |
Exhibit 10.1 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. AMENDMENT NO. 1 TO RESTRICTED STOCK AGREEMENT FOR KBS CAPITAL ADVISORS LLC THIS AMENDMENT NO. 1 TO RESTRICTED STOCK AGREEMENT (this ?Amendment?), dated and effective as of September 1, 2021, is made by and among Pacific Oak Strategic Opportunity REIT, Inc. (the ?Company?), KBS Capital Advisors LLC (the ?Recipient?), and GKP Holding LLC, a D |
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| November 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 10, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| November 12, 2021 |
EX-99.1 2 posorcomritmini-tenderresp.htm EX-99.1 Exhibit 99.1 November 15, 2021 Re: Tender offer by a third party for Pacific Oak Strategic Opportunity REIT, Inc. shares Dear Stockholder: You may soon receive, or may already have received, correspondence from Comrit Investments 1, Limited Partnership (the “Bidder”) and/or its affiliates relating to a tender offer by the Bidder to purchase your sha |
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| October 26, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| October 25, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 24, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| October 18, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 14, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpo |
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| September 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 2, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| September 3, 2021 |
PARTICIPANT SHARE TRANSFER AGREEMENT EX-99.3 4 d216519dex993.htm EX-99.3 Exhibit 3 PARTICIPANT SHARE TRANSFER AGREEMENT THIS PARTICIPANT SHARE TRANSFER AGREEMENT (“Agreement”) is made as of September 2, 2021 (the “Effective Date”), by and between KBS Capital Advisors LLC, a Delaware limited liability company (the “Transferor” or “KBS Capital”), and GKP Holding LLC, a Delaware limited liability company (“GKP”) for the benefit of the p |
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| September 3, 2021 |
SC 13D/A 1 d216519dsc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1)* Pacific Oak Strategic Opportunity REIT, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 694701103 (CUSIP Number) Charles J. Schreiber, Jr. KBS Capital Advisors LLC 800 Ne |
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| September 3, 2021 |
EX-99.1 2 d216519dex991.htm EX-99.1 Exhibit 1 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. AMENDMENT NO. 1 TO RESTRICTED STOCK AGREEMENT FOR KBS CAPITAL ADVISORS LLC THIS AMENDMENT NO. 1 TO RESTRICTED STOCK AGREEMENT (this “Amendment”), dated and effective as of September 1, 2021, is made by and among Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”), KBS Capital Advisors LLC (the “Reci |
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| September 3, 2021 |
UNVESTED SHARE TRANSFER AGREEMENT EX-99.2 3 d216519dex992.htm EX-99.2 Exhibit 2 UNVESTED SHARE TRANSFER AGREEMENT THIS UNVESTED SHARE TRANSFER AGREEMENT (the “Agreement”) is made as of September 1, 2021 (the “Effective Date”), by and between KBS Capital Advisors LLC, a Delaware limited liability company (the “Transferor” or “KBS Capital”), and GKP Holding LLC, a Delaware limited liability company (the “Transferee” or “GKP”). Trans |
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| September 3, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 1, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorp |
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| September 1, 2021 |
Exhibit 99.1 August 31, 2021 Pacific Oak Strategic Opportunity REIT, Inc. 11766 Wilshire Blvd., Suite 1670 Los Angeles, CA 90025 Attention: Board of Directors Ladies and Gentlemen: I hereby resign from the board of directors of Pacific Oak Strategic Opportunity REIT, Inc. (the ?Company?) and all committees thereof, effective as of September 1, 2021. There were no disagreements between the Company |
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| September 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 31, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpor |
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| August 9, 2021 |
Exhibit 99.1 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. INTERIM CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2021 UNAUDITED U.S. DOLLARS IN THOUSANDS INDEX Page Consolidated Statements of Financial Position 2 Consolidated Statements of Profit or Loss 3 Consolidated Statements of Comprehensive Income 4 Consolidated Statements of Equity 5 Consolidated Statements of Cash Flows 6-9 Notes to Interim Cons |
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| August 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000 |
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| August 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| August 9, 2021 |
EX-99.3 4 pacificoaksorbviq22021finsb.htm EX-99.3 Exhibit 99.3 PACIFIC OAK SOR (BVI) HOLDINGS LTD. PRO FORMA INTERIM CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2021 AUDITED U.S. DOLLARS IN THOUSANDS INDEX Page Pro Forma Consolidated Statements of Profit or Loss 2-6 Pro Forma Consolidated Statements of Comprehensive Income 7-8 Notes to Pro Forma Interim Consolidated Financial Statements 9-13 |
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| August 9, 2021 |
Exhibit 99.2 PACIFIC OAK SOR (BVI) HOLDINGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY June 30, 2021 (Unaudited) PACIFIC OAK SOR (BVI) HOLDNGS, LTD. PRESENTATION OF SEPARATE FINANCIAL DATA FROM THE CONSOLIDATED FINANCIAL STATEMENTS ATTRIBUTABLE TO THE COMPANY AS OF JUNE 30, 2021 (UNAUDITED) U.S. DOLLARS IN THOUSANDS INDEX Pa |
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| August 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorpora |
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| August 6, 2021 |
EX-99.1 2 exhibit991amendmenttosrpau.htm EX-99.1 Exhibit 99.1 AMENDMENT NO. 1 TO TWELFTH AMENDED AND RESTATED SHARE REDEMPTION PROGRAM Effective as of August 20, 2021 The board of directors of Pacific Oak Strategic Opportunity REIT, Inc., a Maryland corporation (the “Company”), has adopted this Amendment No. 1 (this “Amendment”) to the Twelfth Amended and Restated Share Redemption Program (the “SR |
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| July 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporat |
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| July 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 8, 2021 PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. (Exact name of registrant specified in its charter) Maryland 000-54382 26-3842535 (State or other jurisdiction of incorporati |
