Real Estate and Corporate Finance Solutions
Sourcing capital can be a challenge for trusts, private companies, and family offices, especially when expanding into a new location or when investors are based in a foreign jurisdiction. With so many financing options available, it can be overwhelming to compare and choose the best option for your specific needs.
That's where we come in.
Our team can arrange competitive debt solutions from our panel of banks and provide capital from non-bank institutions such as private funds and family offices.
We offer real estate financing and corporate finance solutions to:
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Trust companies
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Private companies
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Family offices
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SPVs
In addition to real estate financing, we also offer a range of other corporate finance solutions to support your growth and success. This includes assistance with mergers and acquisitions, structured finance, and capital raising. Our team has a wealth of experience in these areas and provides personalised, strategic advice to help you achieve your financial goals.
Corporate Finance Solutions for Trusts, Private Companies, and Family Offices
We offer expert corporate finance solutions for trust and private companies and family offices. We work closely with you to identify the most relevant debt solutions and negotiate the most competitive terms. We utilise our strong relationships with financial institutions to help you arrange senior and subordinated debt and raise equity capital.
We also consider factors beyond the headline cost of the debt, such as covenants, security, and early exit penalties. As a Jersey-based company, we’re well-positioned to access capital from both onshore and offshore sources.
Real Estate Finance for Trusts, SPVs, and Family Offices
Our clients often include borrowers such as trust companies, SPVs, and family offices seeking financing for commercial and residential real estate, particularly in London and other major cities.
You may need assistance identifying specialist real estate lenders for complex structures, which may also present additional risk factors such as a settlor or high-profile beneficiary.
We can review all potential solutions and deliver relevant and cost-effective funding options to our clients. Lending is usually secured against real estate held within trust structures and companies incorporated in jurisdictions like Jersey, Guernsey, Cyprus, and the BVI. We can offer high loan-to-value (LTV) on competitive interest-only terms, with or without the need for additional assets under management.
Our clients include hotel owners, international trading companies, and professional investors in the UK, Channel Islands, Scandinavia, Singapore, and Gibraltar.
Case Study: Helping a Jersey-based trustee to refinance outstanding debt
Our client, a Jersey-based trustee, was faced with changes in the UK inheritance tax regime. They decided to transfer an underlying residential real estate portfolio to a newly formed UK company. The company, based in Jersey, had previously obtained financing secured against the portfolio, which was primarily serviced through rental revenues. However, the offshore lender was unable to engage with the newly formed UK company and its directors.
We faced several key challenges in obtaining a suitable loan facility for the client, including:
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Significant time constraints
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Mounting administration requirements restricted by fixed-free corporate service arrangements
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Lack of senior corporate debt options available on competitive terms
Working with the client and their UK corporate advisers, we were able to establish a new bank relationship and refinance the outstanding debt on competitive terms within the required time frame.
Get in touch with us today to learn more about how we can support you with your real estate and corporate financing requirements.