Case reports · Overseas link

Case reports: financing with an overseas link

Real, anonymised case reports from my work — how financings succeed that first banks initially reject. People, places and individual figures have been changed to protect privacy; each case is an individual case and not a guaranteeable statement for other projects.

19 case reports

From practice

Residence Spain · Investment

Financing with a residence in Spain

An investment property in Düsseldorf despite living in Spain — three rejections, then the commitment.

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Commuter · CHF income

Income from Switzerland

A home near Freiburg with income from Switzerland — the place of residence was not the problem.

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Residence Dubai

Financing with a residence in Dubai

An international career in Dubai and German property — no contradiction.

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Residence USA

Financing with a residence in the USA

Why a six-figure US income alone is not enough — and how it succeeded anyway.

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Netherlands · Investment

An entrepreneur from the Netherlands

Two rejections, then a Dutch entrepreneur financed his investment property.

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Switzerland · Dentist

A Swiss dentist finances in Germany

Despite excellent creditworthiness, no financing at first — and why.

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USA · Source of funds

A US investor & the source of funds

Not the money, but the origin of the money became the real hurdle.

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France · Variable income

A pilot with variable income

A flat in Munich despite fluctuating pilot pay.

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Italy · Entrepreneur

An entrepreneur from Italy

Why German banks read Italian balance sheets differently — and how it succeeded.

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India · Skilled worker

A software developer from India

Why a top salary alone does not guarantee financing.

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Luxembourg

A couple from Luxembourg

Why even bank employees can fail with their own financing.

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Austria · Chiemsee

A family from Austria

A detached house on Lake Chiemsee — why residence mattered more than income.

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United Kingdom · Brexit

A job in London, a home in Germany

Brexit and a job in London — almost the end of the home-ownership dream.

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Dubai · Tax-free

Tax-free income from Dubai

Tax-free income, high savings, two rejections — then Munich worked out.

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Singapore · Employee shares

A manager from Singapore

Why employee shares almost caused the financing to fail.

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Japan · Fixed-term contract

An engineer from Japan (fixed-term)

Why a fixed-term contract almost ended the home-ownership dream.

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South Africa · No SCHUFA

Emigrants without a SCHUFA record

Why a missing SCHUFA record was not the real problem.

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Brazil · Doctor

A heart surgeon from Brazil

Why the German employment contract alone was not enough for the bank.

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Israel · Start-up exit

An entrepreneur from Israel, Munich

Why a seven-figure account balance alone does not guarantee financing.

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Why these pages exist

A rejection tells you about the bank, not about you

Almost everyone who reaches this page has been through the same thing: they approached a bank, were turned down, and drew the wrong conclusion — that the purchase is not financeable.

It almost never is. A rejection means that one particular lender could not fit one particular case into its rules. Those rules are not a law of nature. They are an internal policy, and they differ so widely between houses that the identical constellation produces a refusal at one bank and an approval at the next.

For internationally mobile buyers this matters more than for anyone else, because the reasons for refusal are usually structural rather than financial: which law governs the contract, whether your residence permit outlasts the fixed-rate period, whether your income can be documented in a form a German bank recognises, whether your equity can be traced to its source.

How to read these accounts

What a single case shows — and what it does not

  • Anonymised, but not invented. Names, places, professions and individual figures are changed so that no one is identifiable. The structure of the case — the obstacle, the route around it, the order of the steps — is not.
  • Not a prediction for your case. Creditworthiness, the property, your residence, your income type and the timing all decide. What worked in one case can fail in an apparently similar one because of the third detail. That is why any engagement starts with an assessment, not with a promise.

Pick the field closest to your own situation. If none fits, that is not a rejection — the hardest cases are usually the ones without a category yet.

Your case not here yet?

Almost every situation with an overseas link is solvable. Describe your situation to me — the initial call is free.