CASE STUDY | DEBT REFINANCING

Over the last two years, rising interest rates have created financial concerns for high-net-worth clients— and a need for resolution. One such individual came to us regarding a large floating real estate debt. This client had used a securities based line of credit (SBLOC) at a large commercial lender to purchase a home several years before, financing $3.6M at a variable rate. He planned to make interest-only payments for several years, but in 2022 and 2023, rate increases caused his monthly payments to rise. In search of a better solution, he turned to his financial advisor, who recommended he speak with us.

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