Case Study –Secured £4.5m Loan for Portfolio Landlord’s Investment Expansion

Property Value	£9,000,000
Loan Amount	£4,500,000
Location	Multiple
LTV	50%
Adviser	Matt Karagul

The Client

Our client, an experienced portfolio landlord, had been actively seeking new investment opportunities and aimed to raise capital by leveraging their existing portfolio. With a keen interest in exploring promising avenues for growth, they intended to use their diverse portfolio assets as collateral to secure the necessary funds for venturing into new and potentially lucrative investment prospects.

The Solution

Our client possessed a portfolio encompassing a mix of assets, ranging from semi-commercial to true commercial, each with varying covenant strengths. We successfully secured a 5-year fixed-rate loan for our client at a market-leading rate, which the lender upheld even amidst several market rate fluctuations. As a result of our efforts, the client successfully raised the required amount for additional investment opportunities and benefited from an exceptionally favourable rate.

The Henry Dannell Difference

Utilising our well-established relationships with lenders, effective communication, and unwavering commitment to securing the optimal outcome for our client, we successfully secured favourable terms, despite challenging market conditions. This case stands as a testament to Henry Dannell’s proficiency in property financing. Our detailed understanding of ownership frameworks and strategic debt structuring showcases our ability to navigate complex transactions with ease.