Resources — Money & finance · 6 min

Deal Analysis Template

Every deal gets the same page. If the page doesn't work, the deal doesn't happen — however pretty the kitchen is. Fill it in cold, before you fall for the property. Our online Deal Intelligence analyzer runs these numbers live if you'd rather type than write.

How to use this

Fill one in for every deal you seriously consider — print it, or run the same numbers in our Deal Intelligence analyzer online. If the page doesn't work, the deal doesn't.

Download the PDF Run the numbers →

The asset

Address, asking price, agent and listing date
Strategy: BTL / BRRR / HMO / R2R / flip / SA — one, not several
Why this property suits that strategy in one sentence

Money in

Purchase price (your number, not theirs)
Stamp duty including the additional-dwelling surcharge
Legal, survey and broker fees
Refurbishment budget (line-by-line total, plus 15% contingency)
Finance costs: arrangement fees, bridge interest if applicable
TOTAL CASH REQUIRED — the number that actually leaves your account

Money out — monthly

Realistic rent from three confirmed comparables
Mortgage interest at today's rate AND at +2%
Voids at 5–10% depending on area and tenant profile
Management, maintenance, insurance, bills where applicable
NET MONTHLY CASH FLOW at both interest rates

The verdict

Return on cash employed (annual net cash flow ÷ total cash in)
Gross yield (annual rent ÷ purchase price)
For BRRR/flip: end value evidenced by three sold comparables
Cash left in after refinance, and equity created
The walk-away price — written down before the negotiation starts
Decision: offer / negotiate / pass — and the single reason why