Why did CapitalGroup invest?

CapitalGroup’s experience was a perfect match for the project; key criteria were:

  1. Developer – McConnell are well structured and understand risk. The company's high level of leadership, organisation and resources enable it to undertake a project of this size and complexity.
  2. Land – Large holdings of residentially zoned land are a scarce commodity. CapitalGroup’s assessment was that over time the value equation would continue to improve.
  3. Demographics – Auckland, as New Zealand’s largest city, shows strong growth year on year both through internal migration and immigration. Structurally there are limited spaces for this growth to occur.
  4. Size – Having a significant capital base to draw upon, CapitalGroup was excited about investing in a large long-term project involving the construction of some 1,500 residential dwellings.

Financing Structure

McConnell’s primary resolve was to find a stable and long-term financial partner. They required an organisation that would understand the project goals, and a financier with sufficient capital available to support one of New Zealand’s largest residential developments.

Furthermore, they wanted a financial partner who could add value to the project but would not get involved in unnecessary day to day details.

They also wanted a financier with strong relationships with senior lenders and who could arrange and manage the significant senior debt facilities also required for a project of this size.

CapitalGroup delivered on all these criteria. It has provided a large, long-term, structured facility to the project. It has also arranged and managed a large senior debt facility provided by a leading bank. Furthermore, it has supported the developer in its endeavours and focussed on strategic issues.

Outcome

The Addison project has established itself as one of the most successful master planned environments in New Zealand. To date, approximately 800 sections have been released to the market making this one of the largest and most successful developments in Auckland