Oakline Medical Office Fund
Everything that has happened with this deal, newest first — the updates, calls and financials they've sent, and the money that's come back.
Events
34
on the record
Documents
15
13 read & summarised
Distributions
18
cash returned
Invested
$5.00M
2022-02-01
History
34 shown
2026
09-30
Oakline on plan in Q3 2026
Update
5 figures
Revenue of $1.92M was in line with the $1.94M budget, up 4% on a year earlier. EBITDA of $1.19M (62% margin) was on plan. Occupancy across the four buildings was 95%. Nothing in the package changes the full-year view.
06-30
Oakline: Q2 2026 in line with budget
Update
5 figures
Revenue of $1.87M was in line with the $1.91M budget, up 4% on a year earlier. EBITDA of $1.25M (67% margin) was on plan. Occupancy across the four buildings was 95%. No changes to the team or the capital structure.
06-12
Distribution $21K
03-31
Oakline on plan in Q1 2026
Update
5 figures
Revenue of $1.86M was in line with the $1.88M budget, up 7% on a year earlier. EBITDA of $1.18M (63% margin) was on plan. Occupancy across the four buildings was 92%. Nothing in the package changes the full-year view.
03-18
Distribution $19K
Includes a one-off recapitalisation distribution.
01-21
Oakline 2026 budget approved: revenue $7.69M
Financials
The board-approved 2026 budget plans revenue of $7.69M, 7% above 2025's actual revenue, and EBITDA of $4.85M, a 63% margin.
2025
12-31
Oakline on plan in Q4 2025
Update
5 figures
Revenue of $1.81M was in line with the $1.85M budget, up 2% on a year earlier. EBITDA of $1.17M (65% margin) was on plan. Occupancy across the four buildings was 92%. Nothing in the package changes the full-year view.
12-31
Oakline FY2025 audit: clean opinion
Financials
The auditors issued an unqualified opinion on FY2025. Audited revenue of $7.20M and EBITDA of $4.63M agree with the quarterly packages to within 0.7%; no adjustments were booked.
12-31
Tax document
Tax document
12-28
Distribution $27K
09-30
Oakline: Q3 2025 in line with budget
Update
5 figures
Revenue of $1.85M was in line with the $1.83M budget, up 5% on a year earlier. EBITDA of $1.16M (62% margin) was on plan. Occupancy across the four buildings was 95%. No changes to the team or the capital structure.
09-25
Distribution $43K
06-30
Oakline on plan in Q2 2025
Update
5 figures
Revenue of $1.80M was in line with the $1.80M budget, up 4% on the prior quarter. EBITDA of $1.22M (68% margin) beat plan by 8%. Occupancy across the four buildings was 92%. Nothing in the package changes the full-year view.
06-16
Distribution $39K
03-31
Oakline refinances the mortgage
Update
5 figures
The mortgage on the four buildings was refinanced at a fixed rate for seven years, with a modest cash-out distributed to investors. Revenue of $1.73M was in line with the $1.77M budget, down 2% on the prior quarter. EBITDA of $1.08M (62% margin) was on plan.
03-13
Distribution $26K
01-09
Oakline 2025 budget approved: revenue $7.25M
Financials
The board-approved 2025 budget plans revenue of $7.25M, 5% above 2024's actual revenue, and EBITDA of $4.57M, a 63% margin.
2024
12-31
Oakline on plan in Q4 2024
Update
5 figures
Revenue of $1.77M was in line with the $1.75M budget. EBITDA of $1.19M (67% margin) beat plan by 8%. Occupancy across the four buildings was 94%. Nothing in the package changes the full-year view.
12-28
Distribution $39K
09-30
Oakline: Q3 2024 in line with budget
Update
5 figures
Revenue of $1.77M was in line with the $1.72M budget. EBITDA of $1.13M (64% margin) was on plan. Occupancy across the four buildings was 94%. No changes to the team or the capital structure.
09-22
Distribution $24K
06-23
Distribution $30K
03-11
Distribution $30K
01-11
Oakline 2024 budget approved: revenue $6.83M
Financials
The board-approved 2024 budget plans revenue of $6.83M, 5% above 2023's actual revenue, and EBITDA of $4.30M, a 63% margin.
2023
12-21
Distribution $25K
Includes a one-off recapitalisation distribution.
09-24
Distribution $39K
06-11
Distribution $35K
03-19
Distribution $40K
2022
12-26
Distribution $22K
09-15
Distribution $22K
06-13
Distribution $23K
03-24
Distribution $21K
Includes a one-off recapitalisation distribution.
02-01
Invested $5.00M
Undated
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Legal document
Legal document
Every entry is a real record — click a filename to open the original in SharePoint. Documents in grey are on file but haven't been read yet, so they show as an event without a summary; run the extractor to fill them in. “Significant” marks an update that changes the investment case, as opposed to routine reporting.