Walton Oaks Family 2 Tax Credit Raises $750K in Pooled Investment Offering

Georgia-based real estate investment fund secures funding with remaining availability of $149K.

January 16, 2025

Investment Overview

Walton Oaks Family 2 Tax Credit, LLC, a Georgia-based pooled investment fund, has successfully raised $750,752 in its recent securities offering, according to a newly disclosed notice of exempt securities offering. The fund, structured as a limited liability company (LLC) , aims to provide investors with opportunities in the real estate sector, specifically within tax credit housing investments.

The offering, which has a total funding target of $900,000 , still has $149,248 available for potential investors. The company has conducted the fundraising effort under Rule 506(b) of Regulation D , a widely used exemption that allows companies to raise capital without registering with the SEC, provided they adhere to specific requirements regarding accredited investors.

Issuer and Leadership

Walton Oaks Family 2 Tax Credit is incorporated in Georgia and has been operating for over five years . The firm is headquartered in Atlanta, Georgia , at 2281 Akers Mill Road, Building 4100 .

The company is led by a group of executives with extensive experience in real estate and investment management. Key executives listed in the filing include:

• L. Barry Teague – President


• Keith A. Davidson – Secretary, Vice President, and Chief Financial Officer


• Monte C. Johnson – Co-Chief Operating Officer


• Lauren M. Johnson – Co-Chief Operating Officer

Additionally, several individuals serve as directors, contributing to the oversight and strategic direction of the firm.

Investment Structure and Details

The securities offered in this round consist of pooled investment fund interests , primarily structured as Limited Liability Company (LLC) membership interests . These types of investments are often used in real estate ventures, particularly for tax credit properties , where investors can benefit from government incentives aimed at affordable housing development .

The minimum investment accepted from any outside investor was $0 , indicating flexibility in investment participation. A total of nine investors have already participated in this offering, all of whom likely qualify as accredited investors under Regulation D.

Financial Allocation and Use of Proceeds

A significant portion of the funds raised— $615,616 —has been allocated to payments related to executive officers, directors, or promoters involved in the offering. While this figure is an estimate , it suggests that a large percentage of the investment proceeds are being used for compensation, management fees, or operational expenses.

Future Outlook

With only $149,248 remaining to be raised, Walton Oaks Family 2 Tax Credit may soon close its current offering. Given the fund's focus on tax credit investments , the firm is likely targeting real estate projects that qualify for state and federal tax incentives , which could provide investors with additional benefits beyond traditional real estate returns.

As Walton Oaks Family 2 Tax Credit finalizes its funding round, it will be important to monitor how the firm deploys its capital and whether it seeks further fundraising opportunities in the future.