CASE FILES

Case Files: the thinking behind the structure.

Same borrower. Same property. Different lender policy can produce very different outcomes.

Rate matters. Structure can matter more. These files show how I work through a scenario: what the client is trying to do, what complicates it, how lender policy changes the picture, the options I weigh and why I would choose one.

These are worked examples: illustrative scenarios I have written, not client results.

Worked examples

Worked example: an illustrative scenario, not a client result.

Illustrative scenarios that show how I think through a situation. They are not client results.

Property investors
Planning the next purchase with the whole portfolio in view
A hypothetical investor explores why equity, cash flow and loan structure need to be considered together.
Worked example: an illustrative scenario, not a client result.

Where to begin

Does one of these look like your situation?

Send me your scenario and I’ll let you know the most useful next step.

Send me your scenario

Individual results vary. Any figure shown reflects one set of circumstances at one point in time and is not a prediction of what you will be approved for.

Worked examples

Planning the next purchase with the whole portfolio in view

Does one of these look like your situation?

Worked examples

Planning the next purchase with the whole portfolio in view