Real Estate Portfolio Expansion

Supporting Investors

A group of entrepreneurial clients with a well-developed strategy of land acquisition and property development came to us after facing limitations with their current lender.

With five properties already in their portfolio, their lender was unwilling to extend further financing due to the specialized nature of their investment model. Recognizing the opportunity for growth within their strategy, we conducted a comprehensive review of the clients’ business income, property holdings, and future investment ambitions. We introduced them to a new business facility suited to their unique model, allowing them to continue expanding while maximizing their existing assets. By refinancing with a lender that supported both business and property investment, we created a mixed loan structure tailored to their objectives.

This solution empowered the clients to move forward confidently, knowing they had a financial partner aligned with their long-term vision.

Picture of Steve Donnell
Steve Donnell

As one of the founding members of ‘ClearPath Financial Management (CFM)’, Steve brings a wealth of experience and knowledge to his role as a ‘Trusted Advisor’ to his clients.

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We’d love to chat!