Case report · Costa del Sol

Benahavís: Financing a villa with a panoramic view for a permanent centre of life

An entrepreneur from Hesse and his wife planned a new chapter of life in Spain after selling their family business. The property was to be occupied year-round and offer enough room for visits from their adult children and occasional business appointments.

Key figures

At a glance

  • Purchase price: 2.460.000 €
  • Renovation: 144.800 €
  • Financing required: 1.598.000 €
  • Equity: 1.302.000 €

Anonymised case figure · not a binding statement for other projects · §34i GewO

Typical, anonymised case. Names, places and individual financing figures have been adjusted to protect privacy. The process reflects a typical advisory situation for non-resident financing in Spanien.

Exclusive living between nature, golf and the Costa del Sol

Benahavís is one of the most exclusive residential locations in Spain. The municipality lies just a few minutes from Marbella and the coast and combines peace, nature and privacy with excellent infrastructure. Generous plots, high-quality residential complexes and scenic surroundings make Benahavís especially interesting for buyers who want to live permanently on the Costa del Sol.

This practical case shows how buying a high-quality villa can be realised with well-considered financing.

Initial situation

An entrepreneur from Hesse and his wife planned a new chapter of life in Spain after selling their family business. The property was to be occupied year-round and offer enough room for visits from their adult children and occasional business appointments.

After a longer search they chose a villa in a quiet residential setting in Benahavís with a wide view of the surrounding landscape and the Mediterranean.

Financing overview

  • Purchase price: 2.460.000 €
  • Additional costs: 295.200 €
  • Renovation: 144.800 €
  • Total investment: 2.900.000 €
  • Equity: 1.302.000 €
  • Financing required: 1.598.000 €

The challenge

The buyers had considerable liquid funds and a broadly diversified securities portfolio. Even so, there was the wish to keep a large part of the assets invested and not pay for the property entirely from own funds.

In addition, several technical and functional improvements were to be implemented immediately after the acquisition.

Analysis

The villa was in excellent structural condition. The planned investments therefore focused on comfort, energy efficiency and long-term usability.

Provided for were the complete modernisation of the building control, the replacement of the air conditioning with a more energy-efficient system, the redesign of the main kitchen, the renewal of two bathrooms, the extension of the outdoor lighting and the fit-out of a generous library and study.

All measures were planned in detail before the contract was concluded and included in the total investment.

Financing solution

The financing was set at around 65 % of the purchase price. This kept a considerable part of the assets flexibly available and able to remain invested over the long term.

Alongside the purchase price, all acquisition costs and the planned modernisation were fully integrated into the financing. Additional loans or top-up financing were therefore not required.

Outcome

Once the work was completed, a house was created that meets the highest requirements for comfort and functionality and at the same time offers optimal conditions for permanent retirement.

The buyers were able to move their centre of life to Benahavís as planned and continue to have sufficient financial flexibility.

What other buyers can learn

With high-quality properties, additional investment often arises even though the property is already in very good condition. Individual adaptations to one's own lifestyle should therefore be planned early and included in the overall financing.

For high-priced homes in particular, holistic financing planning contributes significantly to long-term security.

FAQ

Frequently asked questions

Why is Benahavís so popular among owner-occupiers?
The municipality offers exceptionally quiet residential locations, generous plots, a high level of privacy and at the same time short distances to Marbella, Puerto Banús and the coast.
Can comfort and technical modernisation be co-financed?
If the measures are defined and traceably calculated at the time of purchase, they can often be part of the overall financing.
Why is financing used with existing assets?
Many buyers want to keep their assets broadly positioned and therefore deliberately choose against a full use of equity.
Which properties are especially in demand in Benahavís?
Above all detached villas and high-quality detached houses with generous plots are among the most sought-after forms of housing for permanent owner-occupation.

Conclusion

Benahavís combines peace, exclusivity and an exceptional quality of living with proximity to the centres of the Costa del Sol. Financing that takes the purchase price, additional costs and all planned modernisation into account together from the start creates the basis for a long-term secure and comfortable centre of life in Spain.

Your contact

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Anonymised individual case, not a binding statement for other projects · Siegfried Perini, BAFA-notified for the cross-border activity of the owner Olga Nikushkina · §34i GewO · no tax or legal advice · no financing commitment; conditions depend on creditworthiness, loan-to-value and bank