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Home Investment simulator Family home, Edgbaston
Country-aware · Mortgage · Taxes · Cashflow · Appreciation

Underwrite the deal on
Family home, Edgbaston

Tweak any input — down payment, mortgage rate, hold horizon — and the projection refreshes instantly. Country-specific tax and fee schedules are baked in; the formula is documented on the methodology page.

Cap rate
4.6%
Cashflow / mo
-1001
10-yr return
98%
Net cashflow / mo
-1001
GBP · after debt service & taxes
Cap rate
4.6%
NOI ÷ asking price
Cash-on-cash
-3.8%
Year-1 cashflow ÷ cash-in
10-yr total return
98%
7.1% annualised

💼 Acquisition

Asking price 926600 GBP
Down payment (30%) 277980 GBP
Acquisition fees (4.0%) 37064 GBP
Mortgage principal 648620 GBP
Total cash-in at close 315044 GBP

🏦 Financing

Loan amount 648620 GBP
Mortgage rate 5.20%
Term 25 years
Monthly payment 3868 GBP
Annual debt service 46413 GBP

📊 Year-1 operating P&L

Gross rent +53743
Operating costs (20%) −10749
Net operating income (NOI) 42994
− Debt service −46413
− Income tax (20%) −8599
Net cashflow -12017 GBP

📈 10-year projection

2.5% capital appreciation /yr
Year Gross rent Opex Net cashflow Property value Equity
Y1 53743 10749 -12017 949765 314136
Y2 55086 11017 -11157 973509 351564
Y3 56464 11293 -10276 997847 390313
Y4 57875 11575 -9373 1022793 430439
Y5 59322 11864 -8447 1048363 471996
Y6 60805 12161 -7498 1074572 515045
Y7 62325 12465 -6525 1101436 559645
Y8 63883 12777 -5527 1128972 605862
Y9 65480 13096 -4505 1157196 653762
Y10 67117 13423 -3458 1186126 703415
Σ 10y Cumulative net cashflow -78783 Equity at exit 703415
Modelling assumptions
  • Country baseline: GB — operating costs 20% of gross rent, income tax 20%, capital appreciation 2.5%/yr.
  • Projections assume rent grows at the country appreciation rate. Real-world rent growth will diverge.
  • Mortgage figures use a constant interest rate for the full term. Re-mortgage events are not modelled.
  • Excludes capital-gains tax on exit, currency hedging costs and any local property tax over and above the operating buffer.