FINANCIAL ADVISORY

The AsheMorgan business model is based on maximising the value of real estate development and investment. At AsheMorgan we have been involved in real estate for over 30 years and our ability to identify opportunities is driven by an in-depth understanding of property and finance markets.

We have established relationships with participants in all areas of the property industry including major banks, mortgage trusts and investment banks, mezzanine lenders, private developers, property investors, valuers and agents, which enable us to assess opportunities and keep abreast of market developments.

AsheMorgan’s longstanding experience as a trusted arranger of real estate finance allows it to have an intuitive approach to transactions and take on a variety of roles in order to add value and assist with the procurement of suitable senior debt, mezzanine debt and equity funding. AsheMorgan has retained its demonstrated capability in sourcing and providing capital for transactions in all major real estate asset classes including residential, retail, commercial and industrial and can tailor a unique solution to suit each circumstance.

Our role as a consultant can include:

  • Financial / cash flow analysis and advice
  • Advice on capital options available
  • 
Preparation of credit and equity funding submissions seeking capital commitments, including analysis of project characteristics and commentary on due diligence to enable appropriate consideration
  • 
Providing industry knowledge and comment on finance and project implications for items such as product mix, price points, pre-sales contracts and construction contracts
  • Sourcing finance providers and negotiating finance terms
  • Client reporting and recommendation
  • Assistance with legal documentation
  • Co-ordination of legal and non-legal conditions
  • Settlement co-ordination

AsheMorgan is in constant communication with lenders and capital providers to assess transaction demand and terms of funding. The frequency and broad nature of contact keeps us abreast of finance trends and investment activities and ensures awareness of finance issues facing real estate investors.

AsheMorgan’s value is maximised in cases where it is responsible for advising and arranging all third party capital. This enables AsheMorgan to optimise the overall cost of capital consistent with the client’s risk profile.

EXPERIENCE

Swiss Grand Bondi Beach, Bondi NSW

Swiss Grand Bondi Beach, Bondi NSW

  • Purchased an existing tourist hotel located opposite a land mark beach in suburban Sydney
  • Structured senior and junior syndication
  • Total debt of $160m
  • Senior debt to 80% LVR
  • Mezzanine debt to 95% LVR
  • Assisted with legal documentation and settlement
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Bulky Goods Centre, Townsville QLD

Bulky Goods Centre, Townsville QLD

  • Provision of joint venture party to take a half share interest in the asset
  • Arrangement of preferred equity piece
  • Total equity of $30.3 million
  • Structured deal providing ongoing coupon payment plus profit share on sale of asset
  • Conservative leveraged senior debt
  • Assisted with structure negotiation, cash flow modelling, legal documentation and settlement
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Residential Development Site, Woolloongabba QLD

Residential Development Site, Woolloongabba QLD

  • Development of a 2.5ha site on the south east corner of the Brisbane CBD
  • Senior debt arrangement for the refinance of existing facilities and the provision of working capital to complete the development application process
  • Total debt of $15.4 million
  • Leveraged to 65% LVR on existing site value
  • Assisted with legal documentation and settlement
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South Wharf Commercial Precinct, Melbourne VIC

South Wharf Commercial Precinct, Melbourne VIC

  • Development of a 69,000sqm retail and commercial precinct on the southern corner of the Melbourne CBD
  • Structured senior debt arrangements between 4 separate lenders
  • Total debt of $550 million
  • On completion debt to 70% LVR
  • Assisted with legal documentation and settlement
  • Continued project management assistance during construction
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Diversified Property Portfolio

Diversified Property Portfolio

  • Advisory services relating to developable englobo land, biodiversity landholding and tradable share portfolio
  • Total value in excess of $100 million
  • Structured solution across various investments and debt packages
  • Twelve month assistance with property settlements, lender negotiation and capital structuring
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