Our strategic and well developed relationships with key institutional leaders and private lenders allow us to:
- Help you take the next step and expand
- Enable mergers or acquisitions
- Streamline transactions
- Negotiate best pricing
- Align Proprietors on Innovative Solutions
Our established business model enables us to secure the best deals from trusted lenders on any type of commercial or residential property you may be purchasing.
CASE STUDIES:
STUDY 1: Take the Next Step
Condo Office: $1,250,000
Needed: $812,500
Challenge
- Established business was looking to expand and purchase office space
- Unexpected accounting errors lead to taxes owing
- Owner had bruised credit
Solution
- 1st mortgage for $ 812,500
- Discounted bank rate
- Company now able to accumulate equity via their new location
New office space allowed for growth and an improved customer experience
STUDY 2: Own Instead of Lease
Industrial Condo Unit: $350,000
Needed: $245,000
Challenge
- Client owns a trucking company
- Facing a competitive market with thin profit margins
- Difficult to accumulate owners’ equity and build credit worthiness
Solution
- 1st mortgage of $245,000 with an accelerated repayment option
- Discounted Trust rate
- By following our 3 year plan, the client will accumulate sufficient equity to qualify at most ‘Triple-A’ lenders
- A real-estate asset looks great on the balance sheet in attracting possible buyers for the business
STUDY 3: M & A
Asset Value: $2,400,000
Needed: $1,100,000
Challenge
- A restaurant with strong financials and owner with some personal assets
- Looking to buy out a competitor to expand to a near-by area
- Business being bought over has no tangible assets and requires a major overall before operations can begin
Solution
- Cross-collateral mortgage of $1,100,000 on 2 draws
- Discounted bank rate
- First draw will bring newly purchased location up to operating condition
- Second acts as operating capital to get both ventures to move to the next level
STUDY 4: International Business Investment
Asset Value: $14,000,000
Needed: $6,300,000
Challenge
- International Business Investor who has never been to Canada
- Looking to buy a Major Automaker dealership
- Inability to be present for the transaction in person
Solution
- Private mortgage for $6,300,000
- Competitive Private Mortgage rate
- Interest payments subtracted from advance
