How to Conduct an Annual Portfolio Review
Overview
What this guide covers
How to conduct a structured annual review of your property portfolio — covering compliance certificate renewals, rent reviews, mortgage product reviews, financial performance analysis, insurance renewals and strategic planning for the year ahead.
Who it is for
Landlords with one or more properties who want to manage their portfolio proactively rather than reactively, and ensure nothing falls through the cracks.
What this guide does not cover
- –Tax return preparation (covered in the Self Assessment Tax Guide)
- –Major refurbishment planning
- –Portfolio disposal strategy
Before you start, you will need:
- ·Records of all compliance certificates and their expiry dates
- ·Current rent levels and market comparables
- ·Mortgage product details and end dates
- ·Previous year's income and expenditure figures
When To Use This Guide
Use this guide when:
- ✓You want to conduct a structured annual review of your portfolio
- ✓You are approaching the end of a mortgage fixed rate and need to plan ahead
- ✓You want to identify properties that are underperforming or need rent reviews
- ✓You are preparing for your Self Assessment tax return and need to organise your records
Do not use this guide if:
- ✗As a substitute for professional tax advice
- ✗As a substitute for professional legal advice on specific tenancy issues
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