Cash Flow Forecast
Please
enter data in the
WHITE
boxes provided to obtain
CASH FLOW FORECAST
Initial Purchase Cashflow
Notes
Total Costs
£
Property Price
Open Market Value
Effective Discount %
% Below Market Value (BMV)
Investor Purchase Price
Net Price paid by investor
LTV
Loan To Value
%
Mortgage
Mortgage Required
LTV Deposit Required
Deposit Required
Total Equity
Property Discount
Purchase Costs
Stamp Duty
Scaled depending on purchase price -
see scale below
Mortgage Advisor fee
dependant on broker fee
Mortgage Lender Admin Fee
Paid to mortgage lender as arrangment fee for loan setup. Typically added to loan.
Survey
based on level of property survey
Legals
based upon which solicitor used
Searches
dependant on location
Connect UK
Commission Fee
Fee for sourcing and completing transaction
Total Purchase Cost
Total Funds Required
Total Purchase Costs + Mortgage lender Deposit
Cashflow Position
Rent pcm
Monthly Rental income from tenants
Rent pa
Annual Rental income from tenants
Rental Yield on Purchase Price
Effective return based upon net purchase price to Client (%) - (based on cash purchase)
Rate
Mortgage rate calculated %
Annual Mortgage payment
Interest only Mortgage
Mortgage Payment
Monthly mortgage payment (interest only)
Property Cashflow
Monthly Rental Cash flow
Annual Return on Capital
Calculated @ (Annual Rental Income - Annual Mortgage interest) divided by deposit amount
Stamp Duty
Upto
£125,000 =
0%
-
£125,001-£250,000 =
1%
-
£250,001 -£500,00 =
3%
-
£500,001-£1M =
4%
£1M+ =
5%
Note
Insurance is not included in the Net Profit because each individual Investor has different requirements.
The accuracy of this spreadsheet cannot be guaranteed and should be checked against your final records
This is an assessment of the final completion costs and invested capital used to purchase the above mentioned property