Case Study - 01 February 2016

Real Estate Structuring Case Study 1

We believe that this case is a demonstration of our ethos of thinking beyond tomorrow and shows impeccable client service.

The client’s objective

A client with an existing trust structure had the opportunity to acquire a commercial property, which would significantly enhance the value of the shares in an underlying company. The client intended to redevelop the property by installing the latest innovation of high-spec fixtures and fittings to increase the value of the asset.

Who we worked with

  • The client’s existing advisers
  • Project managers
  • HM Revenue & Customs (HMRC)
  • Banks for lending purposes

The planning

Once the property had been purchased, we appointed a specialist company to identify the most appropriate development firm for the contract, and we reviewed the preliminary contracts of work. By working with the clients’ advisers, we were able to carefully manage the purchase and development of the property efficiently, to ensure the best price was realised.

The solution

By regularly meeting and working with the property manager in both Jersey and the UK, we were able to receive and process invoices from the project and arrange payment efficiently. We also carried out all of the book-keeping on our systems adding value to the service offered to the client.

When we became aware of interest by third parties to acquire the building, we went into the market, working with a number of agents, to generate offers. We discussed these offers with the client and the client’s advisers. By taking a flexible approach and reacting quickly, when the opportunity to sell at the highest price presented itself, we sold the property holding structure for the client at a significant gain.

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