A family office managed a multi-property residential portfolio as part of a wider investment and intergenerational planning structure. Existing facilities lacked flexibility and did not align with long-term stewardship objectives.
Million Plus Private Finance reviewed the portfolio’s asset composition, income profile, and governance framework. We structured a portfolio-level facility with measured leverage and a repayment profile aligned to income distributions and capital preservation priorities. The facility was positioned with lenders experienced in family office property portfolios.
A £15.0 million property portfolio facility was arranged, supporting liquidity requirements while maintaining long-term balance-sheet alignment and asset continuity.
