TOURISM & LEISURE
Lakeview Retreat
ABOUT
Nestled in the breathtaking Austrian Alpine Region, the “Lakeview Retreat” project represents a sophisticated transformation of a traditional hospitality asset. By identifying the untapped potential of the location and its infrastructure, we moved beyond the limitations of standard tourism investments. This project showcases our ability to blend regional charm with contemporary luxury, creating a high-end destination that meets the growing demand for premium wellness experiences in the heart of the Alps.
FACTs
Total Investment
Return (IRR)
THE CHALLENGE
The project involved the acquisition and extensive revitalisation of an aging 3-star hotel, with the objective of repositioning it as a premier 4-star Superior Wellness Resort. The project faced significant headwinds as traditional banking institutions declined financing due to heightened risk aversion within the broader tourism sector. This resulted in a critical €3m funding gap, creating a deadlock that stalled the acquisition phase and threatened the viability of the entire redevelopment strategy before construction could even commence.
THE SOLUTION
To ensure the project’s bankability, we first refined our operational blueprint by redesigning the business plan to focus on increasing the ADR (Average Daily Rate) through premium wellness facilities. The strategic structuring was realized through a tailored Club Deal, where we successfully syndicated mezzanine capital from four entrepreneurial family offices. This mezzanine tranche served as the critical lever to unlock and secure the remaining senior bank financing, bringing the project to full execution.
