From Cash Flow Challenges to Real Estate Expansion: Growth Despite Uncertainty

The Challenge
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A real estate family faced liquidity challenges due to the pandemic’s impact on rental income, threatening their growth plans. They owned a $100 million portfolio of residential and commercial properties but were uncertain about how to continue their expansion amidst market uncertainty.

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Our Approach
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We analyzed the entire portfolio and identified opportunities to refinance some properties at lower rates, taking advantage of reduced interest rates. Our experts also assisted in restructuring rental agreements to improve tenant stability and worked with the family to explore high-potential off-market opportunities.

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The Outcome
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The family office secured $43 million in new financing with favourable terms, improving its liquidity position. Within 18 months, it expanded its portfolio by acquiring two strategically located properties, increasing its net asset value by 16%. Our advisory team continues to help it pivot its strategy as market dynamics shift, setting it up for even greater gains in the post-pandemic era.

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