RFO Holdings Ltd.
Commercial real estate investment, advisory and capital markets solutions.
Current RFO portfolio company
Kensington Ridge is a 150-unit apartment complex with 130,346 net rentable square feet situated on approximately 10.8 acres of land located in Middletown, Ohio. The property was an underperforming multi-fam complex with significant deferred maintenance which was acquired, repositioned and leased up to above market occupancy and rents.
All equity returned through an asset refinancing in 2024, continuing RFO portfolio investment.
A discretionary, co-mingled investment fund targeting investments in real estate, hospitality operating companies, and the entrepreneurs building tomorrow’s retail experiences.
The Fund is an affiliate of 4th & Vertice LLC. RFO is a member of the Fund Manager and holds a position on the investment committee.
RFO was an early entrant to the crypto currency sector establishing positions in Bitcoin over ten years ago to further diversify alternative investment exposures into a non-cyclical, non-correlated, highly liquid, globally adopted transaction and investment medium resistant to monetary policy intervention and effects of governmental fiscal mismanagement. RFO maintains positions in a basket of established and emerging crypto-currencies and blockchain technology innovators.
Current RFO portfolio position
ST Hospitality Management Inc. d/b/a Vertice Hospitality is a diversified hospitality management company that focuses on one-of-a-kind restaurants and boutique hotels in the US and select foreign markets. The team at Vertice has decades of experience in the hospitality sector from a wide variety of perspectives including as owners, operators, financiers, investors, counsel and consultants, and is widely recognized for their pursuit of excellence and unforgettable guest experiences.
Investment Exit 2021, Continuing Advisory Services.
RFO entered the fledgling peer-to-peer direct lending market in 2006 funding over 1,370 loans to date and continues to provide 3 to 5 year unsecured consumer credit through the Prosper loan marketplace. RFO actively manages the credit exposure, term and blended coupon to maximize risk adjusted returns achieving over a 6% annualized return after credit losses, fees and expenses since inception.
Current RFO portfolio position
ARHospitality Capital provides advisory and financial services to the lodging and restaurant sectors from financial feasibility analysis and operational consulting to capital markets services arranging debt and equity for a select group of clients including family offices that have a portfolio allocation to hospitality investments. ARH
Current portfolio company
RFO participates in select angel round investments through MicroVentures private placement opportunities.
Current portfolio positions through MicroVenutres
Started in 2008, BoKU Superfoods’ ingredients are sourced globally and organic superfood products made in Ojai, California. The Award-winning blend of 55 superfoods and plant-based protein powders is doctor-formulated and doctor-approved to enhance health, fitness and lifestyle. BoKU is a family founded and operated company that is now scaling through enhanced ecommerce and marketing initiatives. As a longtime customer of BoKU’s products and understanding their benefits firsthand, an investment in its growth phase was an easy decision.
Current RFO portfolio position.
CaskX offers the opportunity to invest in full barrels of scotch and bourbon from leading distilleries across the United States and Scotland. CaskX allows qualifying investors to secure bourbon and scotch holdings that protect wealth during economic uncertainty, deliver consistent growth as the liquid matures over time and provide multiple paths to profitable exit when the time is right.
Through RFO Holdings Trust, RFO maintains and manages a portfolio of direct ownership in spirits assets primarily focused on storied single malt whisky casks held for aging.
RFO inventory financing for telecommunication equipment and services company.
Former portfolio position, financing retired 2013.
Los Magos Spirits International Inc. (“LMSI”) is leading the international expansion of Los Magos sotol, a storied spirit from Chihuahua, Mexico with a rich history dating back at least to the origins of tequila and mezcal. Los Magos’ triple distilled process provides a very smooth, rounded and fulsome feel with floral notes, light citrus, hints of its desert terroir with faint wisps of smoke from the earthen ovens in which the sotol pinas are baked. As Esquire Magazine noted, it is the “…dangerously delicious cousin of tequila and mezcal that will soon be everywhere…”.
LMSI acquired the brand through its acquisition of Chihuahua Artesanal S de RL de C.V. in December, 2020, which is now a wholly owned subsidiary that produces and distributes the spirit in Mexico while LMSI commenced its import into the U.S. and Canadian market in early 2021. In addition to Mexico, Los Magos has secured distribution relationships in 45 U.S. states, 2 Canadian provinces and can be found in several premier hospitality properties in Europe. Los Magos Sotol
Current Portfolio Position, Partial Exit 2023.
Phytanix Bio is pioneering preclinical stage pharmaceutical company dedicated to the development of therapeutics based on cannabinoid and cannabinoid-like molecules.
A current RFO Holdings position.
AdoboKo, as translated from Tagalog meaning “My Adobo”, is a fast casual, family style restaurant concept in development that focuses on a Filipino comfort food menu featuring pork, chicken, beef and vegetarian entrees prepared in the Adobo style drawing on interpretations of this Philippine national dish from around the country and beyond its borders.
