Lender and refinancing survey

With valuation requirements changing over recent times, we’ve combined our knowledge of building surveys with ESG reporting to help borrowers and lenders mitigate risk in the current climate. Incorporating the current questions asked by valuers when it comes to major topics in the industry, our lender and refinancing survey covers everything from energy use intensity to third party certifications to social impacts.

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Mitigating risk for lenders

Whether a large-scale institution private financer, or mezzanine lender, we can provide the due diligence you need to understand whether to offer refinancing terms. Offering multi-service advice, our ESG and technical due diligence teams work together to produce our lender-targeted report which mitigates risk in refinance.

With input from our in-house teams, our lender and refinancing survey includes:

  • ESG – outline the regulations and standards you need to target including MEES targets, the building’s base line energy usage and subsequent reporting using CRREM reporting
  • Technical due diligence – provide a building surveyor, experienced in technical due diligence matters.
  • Mechanical and electrical – engineers will inspect and work to identify required CAPEX
  • Health and safety – advice on compliance with the Building Safety Act 2022, which came into force on 23 January 2023, and Fire Safety (England) Regulations 2022 applying to all buildings which contain two or more residential units