Charl Potgieter

Investment Analyst

Charl Potgieter

Charl joined Banner Oak Capital Partners in 2019 as an Investment Analyst. He is actively involved in the underwriting, acquisition, and asset management of investments across the spectrum of the firm’s operating companies. He builds financial models, presents investment analyses, performs market research, and assists with investor reporting.  He is also involved with the due diligence process for prospective entity-level operating company investments.  

Charl received an MS in Finance from the McCombs School of Business at the University of Texas where he was involved in the McCombs Real Estate Investment Fund and a BS in Civil Engineering from Texas A&M University, where he was a President’s Endowed Scholar and a National Merit Scholar. Charl is a member of The Real Estate Council (TREC) Young Guns and a candidate for the Level II CFA Exam.