Case Studies

Thornhill Park, VIC
COMMERCIAL LOAN
LAND FACILITY
First Mortgage Land Facility
Arranged capital in partnership with another co-lender to refinance a 12.08ha Urban Growth Zoned (UGZ) landholding, supported by an approved planning permit for a staged subdivision within a masterplanned estate. The refinance enabled the sponsor to repatriate equity, providing liquidity to fund ongoing
soft costs and fast-track the commencement of civil works.

Keilor East, VIC
COMMERCIAL LOAN
LAND FACILITY
First Mortgage Land Facility
Procured a senior secured facility for a longstanding client to acquire a strategic infill development site located in a rapidly gentrifying middle-ring north-western suburb. The site benefits from an approved town planning permit for 42 townhouses. The funding solution was secured following a detailed assessment of the client’s capital requirements and the execution of a competitive finance tender, ensuring an optimal outcome tailored to the client’s specific objectives.

Sunbury, VIC
COMMERCIAL LOAN
LAND FACILITY
First Mortgage Land Facility
The Englobo site is situated on an expansive land parcel spanning 17.53 hectares. The site is strategically located in the Urban Growth Zone (UGZ) and is included in the draft Sunbury West Precinct Structure Plan (PSP), which identifies it for future residential development.

Beveridge, VIC
COMMERCIAL LOAN
LAND FACILITY
First Mortgage Land Facility
Conducted a competitive finance tender on behalf of a repeat client, resulting in the procurement of a compelling loan facility to fund the acquisition of an 82.56ha amalgamated broadacre site across multiple titles. The property is located within the draft Beveridge Northwest Precinct Structure Plan (PSP), currently in the final stages of approval, offering strong medium- to long-term development potential. Subsequently, assisted in refinancing the initial facility to enhance the sponsor group’s cashflow position and provide additional time for the PSP to progress toward gazettement.

Moonee Ponds, VIC
COMMERCIAL LOAN
TERM FACILITY
First Mortgage Term Facility
This is a testament to a relationship-driven business model, where the Originator has overseen the end-to-end development lifecycle of this value-add project for a repeat client. The Originator has provided ongoing transaction advice and unique capital solutions across acquisition, construction, and subsequent refinance to a term facility, demonstrating deep engagement and alignment with the client’s long-term objectives. The end result is the transformation of a dilapidated 1980s three-level office building into a newly refurbished, semi-stabilised asset with a 4.5-star NABERS rating—positioned as a high-quality, income-generating investment suitable for long-term generational wealth preservation.

Toorak, VIC
COMMERCIAL LOAN
TERM FACILITY
First Mortgage Term Facility
The sponsor, an ultra high-net-worth family, required immediate access to flexible capital to settle an opportunistic site acquisition secured at a distressed price under a short settlement timeframe. The Originator structured and arranged a bespoke loan facility that enabled the release of equity from one of the sponsor’s Toorak properties, while also allowing for early repayments without penalty.

Seaford, VIC
COMMERCIAL LOAN
TERM FACILITY
First Mortgage Term Facility (Investment)
The Originator delivered a holistic debt solution aligned with the sponsor’s vision to reposition a dated double-storey office building into a state-of-the-art childcare centre. Initially engaged to refinance a maturing private loan, the Originator also structured an equity release component to fund the improvement works. Upon completion of the project and lease commencement, the Originator successfully arranged a competitively priced term facility to refinance the initial bridging loan.

IGA Mosman Park, WA
COMMERCIAL LOAN
TERM FACILITY
First Mortgage Term Facility (Investment)
Conducted a competitive finance tender on behalf of an astute property investor with substantial commercial real estate holdings across Australia, resulting in the successful refinance of a freehold retail asset in Mosman Park on highly competitive terms.

Burwood, VIC
CONSTRUCTION LOAN
TERM FACILITY
First Mortgage Construction Facility
The sponsor intends to activate construction on a project with minimal presales due to prevailing market conditions, which have seen construction costs escalate at the fastest pace on record. The Originator was able to arrange a competitive non-bank construction facility that allowed the sponsor to expedite the commencement of a 36-apartment project with minimal presales at a time when the banks were tightening their credit appetite.

Camberwell, VIC
CONSTRUCTION LOAN
TERM FACILITY
First Mortgage Construction Facility
The sponsor is a vertically integrated development and construction group seeking a construction facility at stretched leverage to minimise equity outlay. The Originator successfully procured a competitive construction facility from a non-bank lender that accepted the owner-builder arrangement and funded the project at a stretched leverage.

Junction Village, VIC
CONSTRUCTION LOAN
TERM FACILITY
First Mortgage Construction Facility
Procured a competitive non-bank construction facility to fund the subdivision of 78 residential lots within a masterplanned estate. The facility enabled the developer to fast-track lot delivery, unlocking additional profit through rising sale prices and a shortened development program.

Mt Cottrell, VIC
BRIDGING LOAN
TERM FACILITY
First Mortgage Land Facility
Procured a senior secured facility for a repeat client to refinance a maturing non-bank loan. The new facility covered additional financing costs, reduced the client’s equity outlay, and provided sufficient runway for the client to complete the sale of another asset earmarked for repayment of this facility

Doncaster, VIC
BRIDGING LOAN
TERM FACILITY
First Mortgage Land Facility
Arranged a first mortgage land facility secured against a well-located 2,440 sqm site, with approved planning for a 19-townhouse development comprising 2 to 4-storey dwellings.

Toorak & South Yarra, VIC
RESIDUAL STOCK LOAN
TERM FACILITY
First Mortgage Residual Stock Facility
Procured multiple residual stock facilities secured against a premium portfolio comprising two luxury apartments in Toorak and two adjoining retail shops in South Yarra. Strategically located near elite schools, transport links, and vibrant retail precincts, these high-demand assets sit within some of Melbourne’s most sought-after neighbourhoods.

Bennoble, QLD
RESIDUAL STOCK LOAN
TERM FACILITY
First Mortgage Residual Stock Facility
Arranged a first mortgage residual stock facility for a 459.8-hectare site in Bennoble, QLD, which consists of 52 titled residential lots. The facility refinanced a maturing loan, unlocked equity for future projects, and delivered finance cost savings.
