Illustrative mandate · Real estate

One structure, carried end to end.

A family acquires a portfolio of income-producing property in partnership with the developer. Each part of the structure carries its share of the load.

  1. 01 / 05

    Corporate Structuring

    The properties are acquired through a dedicated SPV, held within the family’s holding structure.

  2. 02 / 05

    Succession & Estate Planning

    The holding sits within a family foundation, so ownership passes to the next generation as the family has set out.

  3. 03 / 05

    Deal Structuring

    The acquisition is structured as a joint venture with the developer, with terms, governance and exit agreed at the outset.

  4. 04 / 05

    Financial Structuring

    The purchase is financed with acquisition debt sized to the portfolio’s income.

  5. 05 / 05

    The Bridge

    K3 coordinates the bank, the developer and counsel within one structure and carries it to completion.

The property is the asset. The structure is the work.

Related question

How should an investor hold a real-estate portfolio?

Illustrative example. It does not describe a specific client or transaction.

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