Investment Analysis Template
Assess a new build property as a financial investment — yield calculations, cost analysis and growth projections.
About This Resource
A working investment analysis template covering: property overview (fillable fields for address, developer, type, price, EPC, council tax band), purchase cost analysis (SDLT rates including additional property surcharge, total acquisition cost calculation), rental income analysis (comparable rents, void periods, gross yield calculation), monthly and annual costs (mortgage, management fees, insurance, maintenance, ground rent, service charge, letting fees), net yield and cash flow (net annual income, net yield percentage, cash-on-cash return), capital growth projections (1/3/5/10 year scenarios at different growth rates, total return calculations), new build investment considerations (new build premium, depreciation, Section 24 tax, company vs personal purchase), and an investment scorecard summary.
What's Included
- Fillable property details
- SDLT calculation tables
- Yield & cash flow analysis
- Growth projection scenarios
- Investment scorecard
Who Is This For?
Property investors assessing a new build as a buy-to-let or investment opportunity who need a structured financial analysis framework.