The Opportunistic Fund targets high-yield investments by focusing on opportunities higher up the capital stack, where a first charge position has already been secured.
This strategy allows the fund to achieve significantly higher upside potential while carefully managing risk.
Opportunistic investments cater to elevated risk profiles with the promise of substantial returns.
This particular loan catered to a professional property company seeking working capital to complete the technical design phase of a development project.
A working capital facility plays a crucial role in providing cash-flow not covered by bridging or development loans.
In this case, the project had already completed RIBA stages 1 to 3, meaning planning was in place, and a bridging facility had already been secured.
The working capital loan allowed the borrower to move forward confidently with the technical design phase of the project.
Offering a strong return on investment while also avoiding planning and construction risk, making it an attractive opportunity for investors seeking higher yields with a balanced risk profile.
This comprehensive due diligence ensured that the loan was a sound investment with minimal exposure to unforeseen risks.
Given that this loan was not asset-backed, additional measures were implemented to protect the investment and mitigate risk:
These strategies reinforced the safety and appeal of the loan for our investors.
This active involvement ensured that the project stayed on schedule and adhered to its original financial projections.
The repayment phase showcased the effectiveness of our loan structure and due diligence.The borrower successfully repaid the loan by transitioning to a more substantial development loan for construction.
Through effective planning, early pre-sales, and professional project management, they ensured that the capital was available to meet their repayment obligations on time.
The smooth repayment process reinforced the loan’s value proposition and demonstrated the fund’s capability to manage high-yield investments effectively.
INVESTORS:
Providing access to institutional-grade investments by making our loans fractional and lowering the barriers to entry. Enabling smaller investments from multiple investors, who can come together to fund a larger commercial loan.
BORROWERS:
Fractional lending facilitated by the Opportunistic Fund provided the borrower with an accessible, flexible funding solution while also delivering on the fund’s commitment to high-yielding returns for our investors.
This loan exemplifies the core strengths of our Opportunistic Fund: thorough due diligence, robust risk management, and the ability to identify high-potential investment opportunities.
By funding a crucial financing gap, this working capital loan enabled the borrower to advance their project while delivering premium returns for our investors.
For those looking to diversify their portfolios with well-managed, high-yield opportunities, the Opportunistic Fund offers a proven model for success. Contact us to learn more about how we can help you achieve your financial goals.
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