Investment target
- Private client with various residential investment properties
- Annual rental income of approx. CHF 2 million
- Capitalised earnings value of portfolio over CHF 50 million
- Increase credit line to CHF 30 million at the most favourable conditions possible (SARON)
Solution
- Placement of financing with a new credit institution without transfer of assets
- Flexible credit line up to a maximum of CHF 30 million without amortisations
- Flexible SARON financing (credit amount adjustable on a 3-monthly basis)
Success
- Credit line increased by 20% with same collateral
- Margin reduction of 80% for SARON financing
- Annual savings of over CHF 150,000