Portfolio Business Plan Generator
Portfolio Business Plan Generator
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Name
Do you operate under a company or LLP
Yes
No
Registered Name
Primary Investment Strategy
Sole source of income
Capital appreciation
Additional income stream
Retirement planning
Other
Other
Operating Model
Property Types (please select all that apply)
Single residential investment properties
Multi-Unit freeholds
Houses in multiple occupation (HMOs)
Other multiple occupants
Other
Other
Tenant profile (please select all that apply)
Single family residence
Let to company
Student let
Let to social housing provider
Other
Other
Initial tenancy agreement period (please select all that apply)
6 months to 1 year
More than 1 year up to 3 years
More than 3 years up to 5 years
More than 5 years
Average length of tenancy for properties in portfolio
Less than 12 months
12-18 months
19-24 months
25-36 months
More than 36 months
Property management
Letting agent used to source and fully manage tenancies
Fully self-managed
Letting agent used to source tenants but tenancies self-managed
Other
Other
Voids & Tenant Arrears
Voids and Tenant Arrears
Less than 2 weeks
2 to 4 weeks
More than 4 weeks
Average void period for properties in portfolio
Have you experienced tenants with more than one month’s arrears, or any evictions in the last 2 years?
Yes
No
Please provide details of how such situations are managed
Rental Income
Do you expect your net rental income to increase, decrease, or stay the same over the next five years?
Increase by more than 10%
Increase by less than 10%
Stay the same
Decrease by less than 10%
Decrease by more than 10%
What are the reasons for the anticipated change in your net rental income? (please select all that apply)
Increase in rents
Increase in property portfolio
Reduction in finance costs
Reduced use of letting agents
Spend less on maintenance
Reduced property portfolio
Increased tax liability
Other
Other
Future Strategy
What are your plans for your rental units over the next five years
Increase the number of units
Keep the same number
Decrease the number of units, but not leave the rental market
Leave the market altogether
Don’t know
Proposed Future Purchases
How many additional properties are you considering purchasing in next 12 months?
How much do you intend to spend on these property purchases?
What is your estimated borrowing requirement for these property purchases?
*
Proposed Disposals
How many properties are you considering selling in the next 12 months?
What is the current total value of these properties?
How much are you intending to reduce your total borrowing by?
Please include details of your reasons for proposed property disposals
Proposed Improvements
How many properties are you considering improving in the next 12 months?
How much do you intend to spend on property improvements?
What is your estimated borrowing requirement for property improvements?
Please include details of how you will deal with voids during the improvements
Financials
Current Portfolio Valuation
£
Current Debt Position
£
Annual Gross Rental Income
£
Annual Interest Payments
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