Access to capital

We raise capital for real estate. We also source, buy, sell and manage real estate on behalf of our clients.

Achieving your equity and debt aspirations

Our team has the expertise and experience to offer an institutional-quality service. Consistently arranging debt and structuring equity across multiple asset classes for clients, ranging from entrepreneurial early stage business to established players in the market with long and successful track records.

We have a deep understanding of the real estate capital markets and can assess the market in efficient timeframes on behalf of our clients. We do this through personal connections with a large selection of active investors and lenders, along with our CRM data systems with up to the minute intelligence on investor and lender preferences.

How we partner with you

We partner with clients and sources of capital to form long term, mutually-beneficial partnerships. Our value as an advisor goes way beyond simply making the introduction to a funder and structuring a deal. Being a dedicated, consistent and ongoing ally to our clients is our hallmark. This also applies to deep and long-lasting relationships with capital providers, built over years of working together. We are able to add value even before a project is born and continue to offer proactive support over the long term.

Charles Irvine offers a comprehensive advisory service that goes much further than the role of a traditional broker. Our diverse in-house team comprises former bankers, private equity professionals, chartered surveyors, real estate, developers and chartered accountants. The breadth of skills within the team means we can act as an extension to a client’s team.

Whether the need of our client is financial, asset related or strategic, we have the relevant skills to advise you, coherently and transparently. The pillars of business are based on total transparency with our clients. We prioritise finding the best solution for a client over everything else.

We help our clients to create value and where appropriate, we align ourselves alongside our clients to participate in that value creation. We are on the same journey as our clients.

The capital raising process

Client engagement

  • Exclusive mandate arrangement

  • Analysis and underwriting of the project or the platform and the underlying team and track record

  • Cashflow modelling

  • Desktop advice on key assumptions

  • Preparation of Information Memorandum or powerpoint presentation

  • Approach to equity and/or debt markets

Funder (lender or equity provider) engagement

  • Competitive process with active market participants

  • Comparison of offers from interested parties

  • Financial analysis to compare offers and to

  • Refine proposals from credible and competitive bids

  • Funder selection

  • Term sheet negotiation and finalisation

Completion process

  • Credit / investment process committee process of funder

  • Coordinate due diligence processes and coordinate professional teams

  • Assist with security package and structure

  • Negotiate loan document and hedging agreements as appropriate

  • Fulfil / satisfy conditions precedent relating to valuations, legal reports, cost reporting, loan structures and security

Drawdown and post-completion processes

  • Project Monitor confirmation mechanics

  • Update progress reports

  • Post complete support regarding loan amendments, refinancings, recapitalisations, repayments or asset disposals

  • Assistance with multiple drawdowns or multiple asset acquisitions

Our track record

We have access to capital and know the competitive landscape. Our finger is on the pulse when it comes to the cost of equity and debt for different types of real estate transactions with different risk profiles in different jurisdictions.

View our track record >

Talk to us

We provide a bespoke, relationship driven approach to your capital raise. Let us know how we can help.