Financing commercial property through a specialised investment structure

1. 01

   The Situation

   An investor was looking to acquire commercial property for their business through a more sophisticated ownership and investment structure.

2. 02

   The Challenge

   The proposed arrangement required careful consideration of the borrowing entity, security, contribution requirements and applicable lender policies. It was important that the financing arrangements worked alongside the client's broader investment, tax and asset-planning strategy.

3. 03

   Beacon's Approach

   Beacon worked alongside the client's accountant, financial adviser and legal representatives to understand the proposed structure and its financing requirements. The lending strategy considered the relevant borrowing arrangements, security requirements and lender policies associated with the investment.

4. 04

   The Outcome

   An appropriate lending solution was identified that accounted for the additional requirements of the proposed ownership structure. The transaction demonstrates Beacon's experience working on financing arrangements that need to complement broader wealth and asset-planning considerations.

Scenarios are anonymised and provided for illustrative purposes. Individual lending outcomes depend on circumstances and lender assessment.