Working with a Property Investor to Expand His Portfolio

Client Background

G is a returning client who has owned commercial and semi-commercial investment properties for many years. We first worked together in 2019 when he wanted to release equity to purchase a residential investment property, and we’ve stayed in touch since.

Recently, G approached us again with a clear objective — refinance two of his investment properties to release capital and position himself for the next opportunity.

Challenges Faced

The priority was to maximise the amount of equity released while still securing competitive lending terms. At the same time, G wanted the flexibility to move quickly if the right property came up.

How We Helped

With a strong credit profile and significant equity in the properties, we were able to quickly identify a lender offering attractive terms.

We guided the refinance through formal offer, valuation and legal completion to ensure the process moved forward smoothly and efficiently.

The Outcome

The refinance completed successfully and released the funds G needed for his next investment.

In fact, the very next day G spotted a property at auction and got back in touch — this time asking us to arrange bridging finance for the purchase.

It’s always rewarding to help returning clients grow their portfolios — and even more so when the next opportunity comes along so quickly.