Resources — Planning & strategy · 5 min

Exit Strategy Planner

Deals go wrong at the exit, not the entrance. Before completion, every property we buy has this page filled in: the intended exit, the fallback, and the numbers at which each one still works. Hope is not a fallback.

How to use this

Fill it in before completion and file it with the deal's paperwork. Re-read it at the trigger points you set — they're the whole point.

Download the PDF Run the numbers →

Primary exit

The plan in one line: refinance and hold / sell on completion of works / hold for income
The number it needs: end value or rent, evidenced by comparables today
The timeline, with lender seasoning rules (typically 6 months) built in
Costs of this exit: ERCs, agent fees, legals, capital gains position

The fallback

If it won't refinance at the number: does it cash flow on the bridge-to-term product?
If it won't sell at the number: does it rent, and at what yield on money in?
The minimum acceptable outcome written as a number, not a feeling
How long you can hold at the fallback before it strains the rest of the portfolio

Triggers & review

Valuation comes in 10%+ under: fallback activates automatically, no debate
Works overrun past contingency: re-run both exits before spending more
Rate environment moves 1.5%+: re-test the refinance maths
Review the exit page at month 3 and month 6 — dates in the diary now