Cases | Private Services & Asset Management

Private Services

Case

Performance

Total renovation -
private lovemaking 

Purchase and renovation of 500 m2 villa in Charlottenlund  

Financing - private 

Facilitation and obtaining of housing finance 

Buying/leasing - cars 

Facilitating and negotiating multi-dealer car purchases 

Tax matters 

Optimising private tax affairs 

Financial advice 

Monitoring of personal finances and assets 

Administrative assignments 

Facilitation of accountant and lawyer assignments 

Asset management

Case

Performance

Asset management 

Selection of Danish and international bankers 

Asset management 

Continuous adjustment of the composition of assets 

Risk management 

Continuous monitoring of portfolio risk 

Bankers 

Selection of Danish and international bankers 

Cases | Private Services

Charlottenlund
Complete renovation | Exclusive villa

Project for Family Office Client 
Negotiation and purchase agreement 
Facilitation of total renovation 
Project period: 2022-2023 

Cases | Direct Investments

Vejle
‍ Preparation oflocal plan

In a collaboration between Bang & Jensen JordPartners and the landowner, we have local planning for a property of approx. 37 ha. beautifully located in Vejle Ådal with a view of Vejle Fjord.

The project started in October 2018, and resulted in an appeal-free local plan for the first stage of the project in January 2023. The stage includes approx. 10.5 ha. of land and allows for the construction of approx. 175 homes (townhouses). of land and allows for the construction of approx. 175 homes (terraced houses).

The first stage of local planning was handed over to a real estate developer in March 2023. The remaining, unplanned stages were handed over to the landowner, among others.

The local planning was carried out with COA Arkitekter and Rambøll as primary development partners.

Investment figures

The development group's investment result before tax
18,341,594 kr.
Total development group investment
3,728,278 kr.
Multiple on invested amount
4.92
Investment period (number of months)
54
Annual investment result in percent before tax (gross)
109,3%

Cases | Direct Investments

Aalborg
‍ New construction of21 terraced houses

In a project collaboration between Bang & Jensen Group and a Family Office client, we developed a new residential property consisting of 21 terraced houses in the development area Hasseris Enge in Aalborg.

The property was designed with terraced houses on two levels with an average of 115 m2 BBR. The plot was thus utilized to full capacity with 40% permitted development.

The project started in September 2016, and the property was ready for occupancy in May 2018.

The design was carried out in collaboration with KPF Arkitekter and the main contractor was the long-standing partner Jesper Morrild.

Bang & Jensen Group was responsible for all phases of the project from idea, purchase, development, rental and final sale.

Investment figures

Investment result before tax
7,031,417 kr.
Equity tied up in the development phase (Sep '16 - May '18)
17,693,530 kr.
Multiple on invested amount
1.40
Investment period (number of months)
19
Annual investment result in percent before tax (gross)
25,0%
Property management, NOI, year 1
2,439,150 kr.
External financing, annual cost
604,221 kr.
Investment result, annual, before tax
1,834,929 kr.
Equity tied up in the operating phase (Jun '18 - Sep '21)
12,636,583 kr.
Equity business in the operating phase, in % before tax (gross)
14,5%

Cases | Direct Investments

Copenhagen K
Property optimization

In a project collaboration between Bang & Jensen Group and a Family Office client, we developed an existing, centrally located, mixed-use property from 1855 in Frederiksstaden in Copenhagen.

The property's 1,585 m2 of rentable area was designed with six residential leases, one office lease and a restaurant.

The project started in October 2016, and the property was ready for occupancy in October/November 2017.

The property was subsequently operated until the sale in September 2021. The design was carried out in collaboration with KPF Arkitekter and the main contractor was the long-standing partner Jesper Morrild.

Bang & Jensen Group was responsible for all phases of the project from idea, purchase, development, reletting and final sale.

Investment figures

Investment result before tax
14,235,465 kr.
Equity tied up in the development phase (Sep '16 - May '18)
27,300,000 kr.
Multiple on invested amount
1.52
Investment period (number of months)
13
Annual investment result in percent before tax (gross)
48,1%
Property management, NOI, year 1
2,504,451 kr.
External financing, annual cost
686,099 kr.
Investment result, annual, before tax
1,808,352 kr.
Equity tied up in the operating phase (Jun '18 - Sep '21)
23,138,951 kr.
Equity business in the operating phase, in % before tax (gross)
7,8%

Cases | Direct Investments

Bridge loans

Borrower
Real estate company
How to use
Junior loans
Amount
7.000.000 DKK
Maturity
Up to 24 months
Return, gross
1,890,000 DKK (approx. 13% p.a.)
Safeguards
- Personal guarantee from the owners
- Pledge on shares
- Quarterly interest payments

Project funding

Borrower
Local plan developer
How to use
Partial funding of project costs
Amount
3.000.000 DKK
Maturity
18-24 months
Return, gross
- 2,625,000 DKK (approx. 58% p.a. 18 months)
- 3,750,000 DKK (approx. 63% p.a. 24 months)
Safeguards
- Surety bond from parent company
- Pledge on company shares

Bridge loans

Borrower
Food-tech companies (Denmark)
How to use
Operating costs
Amount
2.000.000 DKK
Maturity
40 days
Return, gross
200,000 DKK (90% p.a.)
Safeguards
Committed capital increase in the company
secured by an escrow account
with the company's lawyer