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Great Oak Funding Finance VI: Investor Loss Investigation

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Updated on: August 1, 2025

National investment loss lawyers KlaymanToskes is investigating Great Oak Funding Finance VI on behalf of investors who suffered significant investment losses. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with Great Oak Funding’s investment offering. 

If your financial advisor recommended an unsuitable investment based on your investment profile, or disregarded your risk-tolerance when making investment recommendations, you may be entitled to a financial recovery through FINRA arbitration.

If you suffered losses in Great Oak Funding Finance VI, or any other investments due to unsuitable recommendations by your brokerage firm or financial advisor, contact securities attorney Steven D. Toskes to discuss your recovery options at (888) 997-9956 or investigations@klaymantoskes.com for a free and confidential consultation. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.

Investors Face Uncertain Recovery After Great Oak Funding Update

On February 25, 2025, investors in Great Oak Funding Finance VI received a letter outlining the financial struggles facing the company. The letter described defaulted loans, failed property auctions, and ongoing challenges in liquidating assets.

While Great Oak Funding assured investors that steps were being taken to sell real estate holdings and recover funds, KlaymanToskes’ investigation has led the law firm to believe that investors may not recover their full investments, particularly given the poor market conditions and continued carrying costs associated with unsold properties.

Key Issues Facing Great Oak Funding Investors:

  • Failed property auctions – Investors were informed that auctions for key properties, including 184 Salem Ave, Dayton, OH, failed to attract bidders at the reserve price.
  • Declining property values – The appraised value of some properties has significantly decreased since initial valuations.
  • Cash buyer settlements at losses – Some properties are reportedly being liquidated for far below their expected values.
  • Market downturn in commercial real estate – Higher interest rates and declining demand are impacting property sales and loan recoveries.

If you invested in Great Oak Funding Finance VI and suffered significant investment losses, contact KlaymanToskes at (888) 997-9956 or investigations@klaymantoskes.com for a free and confidential consultation to discuss potential recovery options.

Investment Losses in Great Oak Funding? Contact KlaymanToskes

Investment Losses in Great Oak Funding? Contact KlaymanToskes

Contact KlaymanToskes

Great Oak Funding Investment Losses

Potential conflicts of interest may arise when issuers incentivize brokers/investment advisors with substantial commissions to promote their financial products. A problem often associated with alternative investment recommendations, such as private placements, is the high sales commissions brokers typically earn for selling these investments, which can be as high as 15%. A representative that recommends investments for the purpose of being compensated through increased commissions, and enriches themselves rather than benefiting the client, is violating securities laws.

Can I File a Lawsuit to Recover Losses?

To recover investment losses, you do not go through the traditional court system with a lawsuit. The only remedy is through a FINRA arbitration, a specific process designed for these types of disputes. This process involves presenting your case to a panel set by the Financial Industry Regulatory Authority (FINRA), not a courtroom. This approach is streamlined and focused on investment disputes, making it a suitable and effective way for investors to seek compensation for losses caused by financial advisors or brokerage firms.

What is a FINRA Arbitration Claim?

FINRA (the Financial Industry Regulatory Authority) is a self-regulatory organization that oversees brokers and brokerages. In the event of a dispute between an investor and their financial advisor, investors can choose to file a FINRA arbitration claim. FINRA is overseen by the Securities and Exchange Commission (“SEC”).

The arbitration process is designed to be much faster than the court system and allows both parties to present their case before a panel of arbitrators. The arbitrators will then decide how to resolve the dispute, including ordering the advisor to pay damages for any losses suffered by the investor.

If you suffered losses in Great Oak Funding Finance VI or other investments, you are encouraged to contact attorney Steven D. Toskes, at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.

Signs Investors Should Look Out For About Their Brokerage Accounts

As an investor, there are signs that you should look out for if you believe you have a claim against your broker/advisor for unsuitable investment recommendations in Great Oak Funding Finance VI. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encouraged to contact our firm immediately if you have experienced any of the following:

  • You have substantial losses in your investment accounts
  • You received a call, email, or other communication from your broker’s supervisor or manager regarding your portfolio
  • Your broker misrepresented investment opportunities, or failed to disclose details about investments
  • You notice unauthorized transactions in your investment accounts
  • Your broker is not returning your calls or emails
  • You filed a complaint with your brokerage firm that has not been resolved
  • You see a mistake on your statement, or receive a fraudulent statement

Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.

Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.

Consult an Attorney to Recover Losses from Great Oak Funding Finance VI Investments

If you purchased unsuitable Great Oak Funding Finance VI investments, or any other unsuitable investments through your financial advisor/brokerage firm, and suffered significant losses, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation. ​​We do not collect attorney’s fees unless we are able to obtain a financial recovery for you