Royal Oak Realty Trust Selects LODAS as Sponsors Continue Moving to Modern Transfer Agent Technology


Mission, Kan. – July 27, 2026 – LODAS Markets today announced that Royal Oak Realty Trust has selected LODAS Transfer Agent as its transfer agent, becoming the latest alternative investment sponsor to modernize investor servicing through LODAS' cloud-native platform.
Royal Oak Realty Trust is a private real estate investment trust focused on acquiring and managing mission-critical industrial properties leased to creditworthy tenants under long-term agreements. The company has built a diversified portfolio designed to provide investors with stable, tax-advantaged income while delivering access to institutional-quality commercial real estate.
By transitioning to LODAS, Royal Oak gains a fully integrated transfer agent platform purpose-built for alternative investments. The platform streamlines investor onboarding, subscription processing, shareholder recordkeeping, banking integrations, distributions, reporting, and ongoing investor servicing through a modern, automated experience for sponsors, investors, financial advisors, custodians, and distribution partners.
"Alternative investment sponsors are increasingly recognizing that transfer agency should be a strategic advantage rather than an operational necessity," said Brian King, Chief Executive Officer of LODAS Markets. "For too long, the industry has relied on legacy technology that creates unnecessary friction for sponsors and investors alike. Royal Oak shares our vision that the future of investor servicing should be automated, connected, and built around delivering a better experience."
Royal Oak joins a growing number of sponsors that have recently selected LODAS to replace traditional transfer agent providers as firms continue investing in technology that improves operational efficiency, reduces manual processes, and enhances the investor experience.
"Our mission is to modernize alternative investments," King continued. "We believe transfer agency is the operational foundation of every fund. When sponsors modernize that foundation, they unlock efficiencies across the entire investment lifecycle, from onboarding and capital formation through investor servicing and liquidity. That's exactly what we're building at LODAS."
Unlike legacy transfer agent platforms that often require multiple disconnected systems and manual workflows, LODAS provides a single cloud-native platform that combines transfer agency, digital subscriptions, integrated banking, investor and advisor portals, API connectivity, and secondary market capabilities into one end-to-end solution.
As private markets continue to evolve, sponsors are placing greater emphasis on technology partners that can scale with their business while delivering a modern digital experience for investors and advisors. LODAS remains committed to helping sponsors build the next generation of alternative investment operations.
About Royal Oak Realty Trust
Royal Oak Realty Trust is a private, non-traded real estate investment trust focused on acquiring and managing mission-critical industrial properties throughout the United States. Through a disciplined investment strategy centered on long-term leases with creditworthy tenants, the company seeks to provide accredited investors with stable, tax-advantaged income and long-term value creation.
About LODAS Markets
LODAS Markets is modernizing alternative investments through an integrated technology platform purpose-built for private markets. Its cloud-native transfer agent platform automates the investor lifecycle, from digital subscriptions and shareholder servicing to banking, distributions, reporting, and liquidity solutions. Guided by its mission to modernize alternative investments and its vision to optimize the entire lifecycle of an alternative investment, LODAS helps sponsors operate more efficiently while delivering a superior experience for investors, advisors, custodians, and distribution partners.
LODAS Securities, LLC Member FINRA / SIPC - LODAS Securities, LLC is a wholly subsidiary of LODAS Markets, Inc.
The information provided herein does not constitute an offer to sell securities or the solicitation of an offer to buy securities, which can only be made by the applicable offering document filed and registered with the appropriate state and/or federal regulatory agencies and sold by broker dealers authorized to do so. There is no guarantee that a market will develop for some securities, and as a result, they may remain illiquid.
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