UK RESIDENTIAL AND COMMERCIAL PROPERTY DEVELOPER

THE BASICS

This established UK North East based developer has a long history of offering and successfully completing short term Loan Note based investments and Castle Investment Group have worked closely with the investment provider for over 5 years.

The investment provider is focused on development projects in both the build to rent and residential property sectors and the Directors plan to raise 100m GBP from the issue of the 7 year bond.

The 7 year Loan Note investment carries a unique combination of term flexibility (1 – 7 years), high fixed coupon (12% annually) and structured increasing annual bonuses.

The Investment provider plans to drive the value of the business to 1 billion GBP within the next 7 years.

KEY FEATURES

 Loan Note (Corporate Bond) based investment

 Maximum 7 year term, with option to exit without penalty at each 12 month anniversary.

 12% per annum interest, payable 10 days after 1st September each year (or option to compound for higher overall returns)

 Additional (increasing) bonus from Year 2 onwards.

 £25,000 minimum investment

 Regulated Security Trustee.

 Available to self-certified Restricted, High Net Worth, Sophisticated or Professional investors* *these restrictions apply to UK domiciled investors only

INVESTOR SECURITY

 Regulated Security Trustee

 Secured with debenture based first legal charge over group assets (valued at approaching £70m)

 Further security offered by corporate guarantee in favour of Loan Note investors.

 Regulated Auditors.

 UK banking arrangements

 Established company with long history of completed Loan Notes

RETURN ON INVESTMENT

Interest Option

12% per annum interest, payable annually in September.

PLUS: annual increasing fixed bonuses between 0% in Year 1 and 10% in Year 7

Compounding Option

12% per annum interest, compounded until maturity.

PLUS: annual increasing fixed bonuses between 0% in Year 1 and 10% in Year 7

WHAT MAKES THIS INVESTMENT PROVIDER DIFFERENT?

This latest Loan Note from our most established long term Investment Provider is poised to disrupt the Loan Note marketplace with its innovative combination of term flexibility, high returns and loyalty based bonus structure. We expect it to be our most popular Loan Note offering.

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