Real Estate Investor Magazine South Africa November 2016 | Page 63
INVESTMENT SERIES: PART ONE
UK HMO INVESTMENT CASE STUDY
INVESTMENT BREAKDOWN
Property type: Mid terrace
Location: Isaacs Hill, Cleethorpes, South
Humberside
Size: 7 Bedrooms; 2 bathrooms/shower room and
kitchen, 2 bedroom flat
PURCHASE INFO
Initial Market Value
£235,000
Purchase Price: £225,000*
Refurbishment £25,000
* Includes Fees, Stamp Duty, Refurbishment,
Appliances & Furniture
Expected End Valuation £250,000
PROPERTY COSTS
Down payment/deposit £225,000
Buying costs £7,000
Initial improvements
£25,000
FINANCE OPTIONS
Option 1: £230,500 Cash upfront needed for first
investment
Option 2: £245,000 Cash upfront plus Shortterm Bridging Finance loan (available @ 9% over 8
months)
MORTGAGES (assuming cash upfront scenario)
First mortgage (70% TV)
£175,000
Equity realization (30% LTV)
£75,000
Actual investment after refinance
£50,000
-Once refurbishment is complete 2 - 3 months later
-Loan-to-value ratio can change depending on your
personal criteria
www.reimag.co.za
MONTHLY INCOME
Total number of units 7 rooms plus 2 bedroom flat
Average cost per unit
£33, 572
Total Gross rent monthly
£3,272 per month
**The room rents will vary between £85 and £95 per
week depending on the size of the bedrooms. There
are 2 smaller single rooms, which would attract £85
per week, 5 larger double rooms that would attract
£95 per week and a 2 bedroom flat that would attract
£110 per week
MONTHLY EXPENSES
Monthly operating costs
£2,315
Less voids (vacancies)
327 (10% of gross rent)
Mortgage
£875 (@6% per annum)
Property Management fee: £393 (12.5% of gross rent)
Insurance
£40
Maintenance
£160
Council tax
£120
Utilities
£400
(Gas, Electricity, Internet, Refuse & Water)
*This depends on which product we select but we
tend to work on 6% per annum (interest only) at 75%
Loan To Value (LTV)
NET PROFIT
£957 per month
NET PROFIT
£11,484 per annum
RETURN ON INVESTMENT
£11,484 /£55,000(21% per annum)
If you are interested in building an HMO business,
want to do a JV, provide finance at higher than
market returns or secure an ongoing asset based
income then contact [email protected]
NOVEMBER 2016 SA Real Estate Investor
61