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Risk Considerations


Risk management - including AML due diligence


Investors should at all times be aware that lending involves several risks which could result in a Borrower failing to meet its obligations under a loan – potentially leading to losses for Investors. Whilst Lighthouse goes to great lengths in its efforts to mitigate them, these risks can never be entirely mitigated. Investors should ensure these risks are fully understood prior to committing to a loan and they may wish to consider participating in a range of loans to help diversity their risk exposure.

A summary of key risks is set out below:


Planning risk

The risk that planning permission isn’t granted in the form anticipated or is granted subject to onerous conditions

Construction risk

The risk that building works aren’t completed, don’t meet minimum finish/quality stipulations or come in at a cost greater than budgeted

Funding risk

The risk that funding isn’t available to meet ongoing draw-down requests by a Borrower

Sales/Liquidity risk

The risk a property fails to sell in a timely manner at or near to expected value

Market risk

The risk that economic or market conditions negatively impact the value of an asset or the ability to refinance it

Security risk

The risk that the security over a property isn’t properly constituted and/or registered thereby compromising its priority and/or enforceability

Valuation risk

The risk the value attributed to a property (generally by a professional appraiser) is inaccurate

Fraud risk

The risk that a party furnishes false - or omits material – information intended to mislead for gain

Legal risk

The risk that relevant legal documentation is incomplete or unenforceable – or of an adverse change in the law

In addition to those conducted on Investors, Lighthouse completes exhaustive Know Your Customer (“KYC”) checks on Borrowers in compliance with TCI’s Anti-Money Laundering and Prevention of Terrorist Financing (“AML/PTF”) legislation.


Credit risk assessment


Lighthouse conducts a full credit assessment of every loan application – critical to which is a full understanding of the collateral (the property or other assets over which the loan will be secured) and the willingness and ability of the Borrower to meet his, her or its repayment obligations under the loan agreement.

Lighthouse will not generally arrange any loan which exceeds 60% of the value of the property being acquired or developed.

Integral components of a typical credit risk assessment will include:


  • A visit to the relevant property/site
  • A face-to-face sit-down meeting with the Borrower (and/or guarantor)
  • A comprehensive review of the Borrower’s financial position and history
  • A valuation report prepared by a recognized TCI property appraiser
  • Retention of an attorney at law to prepare legal documentation – including security documents
  • Registration of a ranking first charge over the property and/or other assets

Loan applications – which are considered on a timely basis by Lighthouse’s Credit Committee – require unanimous approval to be successful but such approval does not constitute a recommendation to a Lender to participate in that opportunity.


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