Our Approach

Avalon Financial was born from a clear recognition: our partners both past and present want direct access to opportunities, predictable returns, as well as clear manageable timelines. In a world full of complex structures and long lock-ups, we focus on shorter duration real estate deals, often 12 to 24 months, where outcomes are visible, liquidity cycles are shorter, and risk is priced more appropriately.

Our backgrounds reflect that same clarity of purpose. We have worked across family owned businesses, institutional lenders, and international capital. One team member underwrote over £350 million in loans across England and Wales, holding a senior position at one of the UK’s largest real estate lenders. Another combined experience in Swiss portfolio management and financial investing in major wealth management centres, with strategic and hands-on involvement in the risk management of major real estate construction projects across the United States. Together, we have managed hospitality portfolios in Spain, advised on planning and development in the UK, and structured collective investment vehicles nationally and internationally for residential, mixed-use, and hospitality assets.

We have seen the deal cycle from every side, credit and acquisition, structuring and delivery, investment and asset management. That experience has shaped how we work today: hands-on, selective, and focused on risk-adjusted returns, not vanity metrics.

We aim to be close to the projects we back. Our ideal deal is simple, transparent, and real, where investors can see how the value is created and choose their level of involvement. We lean on trusted partners, but only where they add clear value. Our priority is results, measured, defensible, and aligned with the capital behind them.

When we are not directly leading, we act as advisors, offering support on structuring, sourcing, and strategy. In both roles, our objective is the same: to create clarity in a market that often prefers complexity.