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NEW Germany 2026 market outlook — read the briefing →

M24 Sunshine
STRATEGY · I

Equity financing.

We take the equity position banks won’t and syndicators can’t deliver on. Ready-to-build schemes, institutional governance, four-week term sheets.

WHAT WE FUND

The gap between senior debt and sponsor equity.

European banks now lend at 55\u201365% loan-to-cost under Basel IV. Developers rarely bring more than 15\u201320% of their own equity. That leaves a 15\u201325% gap that used to be filled by mezzanine debt \u2014 a product that has thinned out as private credit has pivoted upstream.

We fill that gap with true equity, not structured debt. That means no interest burden during construction, alignment on downside as well as upside, and a capital stack that satisfies the senior lender\u2019s covenant package without layered intercreditor pain.

Our cheques are large enough to be decisive, small enough to move fast. You don\u2019t wait six months for an investment committee on the other side of the Atlantic. You get a decision from the same team that will sit on your quarterly board.

HOW WE WORK

From IM to first drawdown in under 60 days.

i

Term sheet in 14 days

Once we receive the information memorandum and data room, we run a parallel track: market diligence, cost review, and legal structuring. You get a non-binding term sheet with pricing, carry, and milestones inside two weeks.

ii

Luxembourg SCSp vehicle

We invest through a Luxembourg-domiciled SCSp, giving sponsors institutional governance, tax transparency, and a single investor of record. No fund-of-funds friction.

iii

Staged draws against schedule

Equity releases against construction milestones, verified by an independent monitor. No trapped capital, no surprise calls. Carry aligned to hurdle — we make money when you do.

iv

Quarterly reporting

Audited GAAP accounts, NAV reporting, and a sponsor-facing dashboard. SFDR Article 8 disclosure available on request.

IS THIS YOU?

A straight answer on fit.

IN MANDATE
  • Fully permitted — no material planning risk.
  • Senior debt term sheet signed or indicative pricing locked.
  • GMP or fixed-price construction contract in place.
  • Total project cost between €15m and €120m.
NOT FOR US
  • Land assembly, rezoning, or early-stage planning.
  • Residential-for-sale below €3,500/sqm achieved price.
  • Sub-€15m schemes or single-unit developments.
NEXT STEP

Have a ready-to-build scheme?

Submit an information memorandum. We return serious inquiries within 24 hours.

Stay informed

Market notes from our desk —
monthly.

Short, sharp briefings on European real-estate equity flows, Basel IV, and deal structure. No fluff.

  • i Capital flows and equity structure across Germany, UK, France, Spain, Luxembourg.
  • ii Regulatory notes — Basel IV, CSRD, SFDR — what actually matters to deal structure.
  • iii Select case notes from our ready-to-build pipeline.
Ships month-end ~8 min read
ISSUE 18 · APR 2026
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