Asset management and advisory for UK housing credit exposures
We help house builders, housing associations and institutional investors own, manage and optimise exposure to equity loan portfolios from a financial, operational, regulatory and reputational perspective.
Specialists in equity loans
Windermere provides asset management and investment advisory services to the UK housing sector. Our founding partners started developing deep domain knowledge in equity loans over a decade ago. This started initially with the sale of equity loan portfolios on behalf of house builders, then advising institutional investors on portfolio acquisitions, and managing equity loan portfolios through the economic and loan maturity cycles.
We combine that experience with proprietary data and models, built up over more than a decade in the asset class.
- 5,000+
- equity loans managed
- 2013
- the year our partners began working in the asset class
What we do
Asset management
Ongoing active asset management of equity loan portfolios on behalf of owners, improving outcomes for borrowers while supporting the reputational and financial objectives of the lender.
Investment advisory
Advice on acquiring, valuing and selling equity loan portfolios, drawing on proprietary data and models we have developed over more than a decade.
Product structuring
Our deep domain knowledge of equity loans and their behaviour through the cycle enables us to advise on investment structuring and new equity loan product design.
Who we work with
House builders
Releasing capital held in equity loan portfolios, so it can go back into building homes.
Housing associations
Supporting Registered Providers in delivering better borrower experience, lower reputational risk and stronger returns.
Institutional investors
Acquiring and managing portfolios for long-term owners.
Talk to us about your portfolio
Whether you are considering a sale, managing loans on your balance sheet or looking to invest, we would be glad to hear from you.