PROJECT CALAIS
PROJECT MILLENIUM
PROJECT GLADE
PROJECT RIO
Italian Government Receivables
Granular Commercial Litigation
Greek Reperforming Mortgages
Pref Equity Mid Sized UK Bank
Opportunity the acquisition of granular public administration receivables. to finance Attractive discount on portfolio through partnering with a local special servicer which is acquiring servicing team alongside our asset purchase enabling wind down of sellers position. Moving servicing to local special servicer with expertise in full legal process and enforcement driving recovery of principal and late payment interest. Attractive market opportunity as local banks limited capacity due to regulatory capital changes
Opportunity to partner with a leading UK commercial litigation firm to fund small granular commercial litigation claims. The litigation funding market is primarily focused on funding larger claims, with large profit multiples leaving a gap for smaller commercial disputes. The parties behind these disputes are trading businesses and individuals who are interested in resolving as soon as possible leading to low duration and high IRRs. PSC funding litigations claims on a preferential basis with shared upside and no upfront costs.
Several opportunities to finance portfolios of reperforming Greek mortgages out of the HAPS securitization vehicles to generate liquidity for noteholders. Highly granular low LTV mortgages with good recent payment history and strong incentives for borrowers to continue paying. Innovative structure capitalizing on recent transaction Pollen closed in Q2 2025 with preferential returns and a share of the upside with seller providing deferred consideration as additional subordination.
Opportunity to provide preferred equity to a highly profitable growing UK bank. The bank is primarily focused on property lending with a diversified loan book across BTL mortgages, bridging, commercial mortgages and development finance. The asset security underpinning the loan book provides strong downside protection and stable risk adjusted yields. The business generated £50m+ of PBT in FY24 with a balance sheet of ~£5bn and a health capital ratio of ~15%.
1. Estimated gross returns for each deal. This is for indicative purposes. 2. There can be no guarantee that the composition outlined here will be reflected in Pollen Street Capital and is possible that not all investments referenced in the pipeline will be made by the strategy.
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