Mortgage loan for a new acquisition:

The context of low-interest rates and numerous real estate tax measures to promote investment, encourage buyers to make their real estate project a reality by borrowing.

For this purpose, we help buyers maximize the chances of success of their project by helping them put together their complete loan application file. The latter consists of a financing summary that will give the bank all the information it needs to make a decision and gives an agreement in principle to the borrower. Once clients have received their loan offers, we help our clients select the best deal and then negotiate it.

We support our clients in all phases of the acquisition of real estate. We help them from the start to define their borrowing capacity before looking for the property, thanks to a free simulation of a financing plan, until the final signing of the sale agreement at the notary public.

Mortgage loan on an existing property among the assets to get liquidity:

We help our clients getting cash from their existing assets by mortgaging property or pledging financial assets (stocks, bonds, life insurance, etc.).

We work with high net worth or wealthy clients who wish to use their movable or immovable property to get a mortgage loan (or a Lombard loan). Therefore, we provide an answer to various issues:

Family: need to settle fees related to an inheritance or a donation, or to finance a repurchase of balance in the event of separation or sharing of joint ownership.

Investment: acquisition of real estate abroad, transfer of the assets of a company, acquisition of a stake in an unlisted company…

Wealth: development of personal wealth through the acquisition of artworks, vintage cars or other valuable goods.

Life annuity: implementation of a third-party guarantee for the acquisition of an investment in split ownership.