Pacific Oak Strategic Opportunity REIT, Inc. is a Real Estate company. Its directors and officers file their transactions with SEC (Form 4). Over the twelve months to 22 October 2026, 4 filings were filed, from 2 insiders.
Only sales appear on the open market, 2 sales in all, filed by 2 insiders. The totals do not cover 2 filings with an undisclosed amount.
Across the 3,171 companies tracked on its exchange, the median is 24 filings; at 4 filings, this issuer sits below that mark. The full history, which starts in 2020, counts no purchases against 4 sales.
The median gap between a trade and its publication by SEC (Form 4) is 3 days. US insiders must file a Form 4 within two business days of a trade. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
FY ended December 2024 · cache
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Pacific Oak Strategic Opportunity REIT, Inc. is a U.S.-based real estate investment trust with its principal executive office in Los Angeles, California, and its corporate domicile in Maryland. The company was formed on October 8, 2008 and elected REIT tax treatment beginning with the taxable year ended December 31, 2010. It is an American issuer followed through SEC filings and, based on the company’s recent disclosures, it is not currently listed on NYSE or NASDAQ; its securities have been reported as having no registered trading symbol/exchange listing in recent SEC documents. For investors, that distinction matters: this is not a mainstream exchange-listed core REIT, but a niche, event-driven real estate vehicle with a more complex risk profile.
The company’s business model centers on opportunistic real estate ownership and asset management. Historically, its portfolio has included strategic opportunistic properties and real estate-related investments, a residential homes portfolio, an apartment property, a hotel, undeveloped land, and an office/retail development property. In recent SEC filings, Pacific Oak also described segments including strategic opportunistic properties, residential homes, and hotel operations. That mix suggests a diversified but non-core REIT structure, where value creation depends less on stable dividend-style income and more on active asset repositioning, selective sales, refinancing, and balance-sheet management.
From a competitive standpoint, the company sits in a difficult part of the U.S. real estate market. It is not trying to compete as a simple “income REIT” with predictable same-store growth. Instead, it operates more like a special situations real estate platform, where execution risk is high but upside can come from asset sales, debt workouts, and recovering value in underappreciated properties. That approach can be attractive in dislocated markets, but it also exposes the company to valuation volatility, financing risk, and impairment charges when market conditions deteriorate. Recent filings show significant write-downs on real estate and intangibles, reinforcing the view that the portfolio has been under pressure.
Recent news has been dominated by financial stress and strategic review activity. In 2025, the company disclosed a standstill agreement with bond trustee counterparties and later formed a special committee of independent directors to explore strategic alternatives. In 2026, it disclosed changes involving its independent auditor and reported ongoing issues connected to legacy financing arrangements and a related-party loan notice of default. These events indicate a company in transition, with restructuring and liquidity management likely at the center of the investment case.
For French, Belgian, and Swiss investors, Pacific Oak Strategic Opportunity REIT, Inc. should therefore be viewed as a U.S. real estate special-situations name rather than a conventional REIT. The key analytical variables are asset quality, debt maturity profile, refinancing capacity, and the timing of any monetization or strategic transaction.
| Fiscal year end | Revenue | Net income | Diluted EPS | Dividend per share | Filing |
|---|---|---|---|---|---|
| Dec 2024 | 133.5 m USD | -100.8 m USD | -0.98 USD | n.d. | 10-K |
| Dec 2023 | 145.4 m USD | -144.2 m USD | -1.39 USD | n.d. | 10-K |
| Dec 2022 | 162.1 m USD | -43.2 m USD | -0.44 USD | 0.00 USD | 10-K |
| Dec 2021 | 167.9 m USD | -11.0 m USD | -0.11 USD | 1.17 USD | 10-K |
| Dec 2020 | 114.0 m USD | -49.0 m USD | -0.65 USD | 0.01 USD | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.