Trade and Services

Construction of a 1200m2 warehouse hall in Nowy Sącz

The client had a problem with the down payment. We negotiated loan terms where the collateral was the property itself and future lease contracts.

1.2M PLN loan with 5% contribution
ClientSącz Distribution Center
IndustryTrade and Services
TimelineAugust–December 2024

The Sącz Distribution Center planned expansion, but they were missing 240,000 PLN for the down payment required by banks. Traditional institutions refused financing without freezing a huge amount of cash, which would have blocked the company's daily operations.

Investment loanReal estate financingAssignment of receivablesContribution optimization

The challenge

The company owned land in Nowy Sącz, but most of the working capital was invested in stock and a fleet of 14 trucks. In July 2024, two commercial banks rejected their investment loan applications for 1,247,000 PLN, demanding a hard contribution at the level of 20%. The construction project for a 1,230 m2 hall was at a standstill for 7 months, and building material costs started rising by about 2.3% per month.

Our approach

The Carpathian Institute of Finance took over the case on August 12, 2024. Instead of asking the client for cash, we focused on demonstrating future profits to the bank. We analyzed 3 letters of intent from local furniture manufacturers who were ready to rent 60% of the new hall's space immediately after completion. We prepared a new collateral structure based on the land appraisal and the assignment of future lease agreements. To be honest, negotiations with the risk department took 9 business days, but we had strong arguments in the form of hard financial data.

The solution

We negotiated an investment loan at a target bank that accepted the non-standard collateral. The client had to contribute only 5.1% cash instead of the initial 20%. We activated the financing in three tranches, allowing for the smooth payment of subcontractors. Additionally, we secured a grace period for capital repayments for a period of 9 months, which was the entire duration of construction. Thanks to this, the company's budget was not burdened before the hall started earning for itself.

Results

The investment was financed on terms that previously seemed impossible for a local entrepreneur. The hall is standing, and the company has maintained financial liquidity.

5.1%
real down payment
14 days
from application to decision
1,247,000 PLN
acquired capital
9 months
grace period

Timeline

  1. August 12, 2024
    Analysis of financial documents and land appraisal reports.
  2. August 21, 2024
    Submission of the application to the selected bank with a new collateral model.
  3. September 4, 2024
    Receipt of a positive credit decision for the full amount.
  4. September 18, 2024
    Signing of the agreement and activation of the first tranche of funds.

"We were sure that without 250 thousand in cash, we wouldn't start construction. The Carpathian Institute of Finance showed us that banks can calculate risk differently if you present them with specific numbers from future contracts."

Tomasz Bocheński Owner, Sącz Distribution Center October 2024