Property Details

• Property address: [Full address including postcode]
• Property type: [Terraced / Semi-detached / Detached / Flat / HMO / Other]
• Number of bedrooms: [Number]
• Number of bathrooms: [Number]
• Tenure: [Freehold / Leasehold — if leasehold, years remaining]
• EPC rating: [A–G]
• Council tax band: [A–H]

Purchase Details

• Purchase date: [Date]
• Purchase price: £[Amount]
• Stamp Duty Land Tax paid: £[Amount]
• Solicitor and survey fees: £[Amount]
• Refurbishment costs at purchase: £[Amount]
• Total acquisition cost: £[Amount]
• Deposit paid: £[Amount]

Current Valuation

• Current estimated market value: £[Amount]
• Basis of valuation: [Agent valuation / Comparable sales / Own estimate]
• Valuation date: [Date]
• Estimated equity: £[Value minus outstanding mortgage]
• Current LTV: [Outstanding mortgage ÷ value × 100]%

Mortgage Details

• Lender: [Lender name]
• Mortgage type: [Fixed / Tracker / Variable / Interest-only / Repayment]
• Current interest rate: [Rate]%
• Monthly mortgage payment: £[Amount]
• Outstanding balance: £[Amount]
• Product end date: [Date — when fixed rate or deal expires]
• Early repayment charge: [Yes / No — if yes, amount and expiry]
• Mortgage account number: [Reference]

Tenancy Details

• Current tenant name(s): [Names]
• Tenancy type: [Assured Periodic / Fixed term — end date]
• Tenancy start date: [Date]
• Current monthly rent: £[Amount]
• Annual rent: £[Amount]
• Last rent review date: [Date]
• Next rent review due: [Date]
• Deposit held: £[Amount] — [Scheme name and reference]
• Managing agent: [Agent name / Self-managed]
• Management fee: [%] of rent

Financial Performance (Last 12 Months)

• Gross rental income: £[Amount]
• Void periods: [Number of weeks] — £[Lost rent]
• Mortgage interest: £[Amount]
• Management fees: £[Amount]
• Repairs and maintenance: £[Amount]
• Insurance: £[Amount]
• Compliance costs (gas, EICR, etc.): £[Amount]
• Other costs: £[Amount]
• Total expenditure: £[Amount]
• Net profit before tax: £[Amount]
• Gross yield: [Annual rent ÷ property value × 100]%
• Net yield: [Net profit ÷ total acquisition cost × 100]%

Compliance Status

• Gas Safety Certificate: [Valid — expires date / Overdue]
• EICR: [Valid — expires date / Overdue]
• EPC: [Valid — expires date / Overdue]
• HMO Licence (if applicable): [Valid — expires date / Not required]
• Smoke alarms: [Compliant / Action required]
• CO alarms: [Compliant / Action required]

Insurance

• Buildings insurer: [Insurer name]
• Policy number: [Reference]
• Sum insured (rebuild cost): £[Amount]
• Annual premium: £[Amount]
• Renewal date: [Date]