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PBSA Bridging Finance 

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Case Overview

Our seasoned developer client had exchanged contracts for a consented Purpose Built Student Accommodation scheme (PBSA) for a nominal consideration, with a long-stop completion.  The developer utilised the 9mths between exchange and completion to improve the existing internal configuration through a Section 73 agreement, thus enabling an additional 27 beds.  This uplift in the number of beds achieved an increase on the Residual Land Value of £1.5m, even before our client had completed on the acquisition.

 

The developer, who typically acquires half a dozen sites a year, needed to commit as little of his own funds as possible to enable completion, whilst ensuring he retains a healthy cashflow.

 

Facility Provided: We secured bridging finance; leveraged against the uplifted Residual Land Value for this purchase, rather than against the contract purchase price.  Ultimately achieving a gross advance of 103% loan to contract purchase price / 94% net.   Pricing was at 1% per month, with a 2% lender facility fee and no exit fee, over a 9 month term

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Montpelier Private Finance has full market access meaning that we are able to procure funding for a wide variety of funding requirements including complex cases.  Get in touch if you have a case you wish to discuss.  

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PBSA Funding Solutions

  • Funding available for both direct lets and nomination agreements

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  • Preferred terms for Russell Group locations

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  • Standard construction and modular propositions welcome

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  • 90% LTC stretched senior debt funding / 75% Loan to Gross Development Value (LTGDV) (lower there of); keeping the transaction a pure debt proposition, rather than give away equity/profit share

  • Mezzanine finance up to 75% LTGDV

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  • Hybrid mezzanine/equity finance for higher LTC's

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  • Joint venture/equity to sit on top of senior debt

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  • Commercial term exit lending for completed schemes

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  • No maximum loan

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