Securing the next investment property with open bridging

Background

A couple wanted to secure their next investment property while selling their existing one. With no offer on the current property and a tight purchase deadline, they needed a flexible solution that did not rely on a cash deposit.

Challenges

As a sole income earner, the customer needed to borrow up to 80% LVR, and required a flexible, short-term solution that aligned with his project timeline – without slowing the purchase down.

Mitigants

Through a thorough credit assessment, we were confident that the customer had several strengths:

  • A sound credit profile
  • Sufficient equity for no deposit and a capitalising repayment structure
  • A clear exit strategy with the existing investment property listed with a market appraisal

Solution

We provided a six-month, fully capitalised open bridging loan. By taking security over both properties, we were able to help refinance their existing mortgage and release equity to fund the new purchase.,

This allowed the clients to secure their next investment without waiting for their existing property to sell, giving them the time and flexibility to complete their exit strategy.

LOAN AMOUNT

$1,467,077

INTEREST RATE

8.49% p.a.

START LVR POSITION

69% 

END LVR POSITION

69% 

TERM

6 months

Are you working with clients who are ready to upgrade, downsize, or secure their next property, but need to sell their current home first? We know how tricky timing can be in these situations.

Our open and closed bridging loans offer flexible short-term options, typically 6 to 24 months, with repayment structures tailored to each client, like interest-only, fully or partially capitalised. We can consider lending up to 80% LVR on standard residential properties, with fair and transparent fees for both consumer and non-consumer lending.

If you have clients requiring funding to invest in propertyget in touch with your local Avanti Finance BDM.

Harriet Wright

Business Development Manager, Auckland South and Waikato

Disclaimer: This case study is solely for information purposes and is not intended to be financial advice. Neither Avanti Finance nor any person involved in this case study accepts any liability for any loss or damage whatsoever which may directly or indirectly result from any information, representation or omission, whether negligent or otherwise, contained in this case study.

The loan details (including the interest rate) applied in this case study were valid at the time of loan settlement. For our current rates and fees, please visit avantifinance.co.nz/rates-fees.