Deal packaging
Presenting a deal to investors with evidence: costs, comparables, rents and risks.
In plain English
A deal pack sets out the numbers and evidence for a property so an investor can decide. A good pack shows sources and risks, not just a headline return.
Switch to professional for underwriting detail.
Capital requirements
As sourcing.
Cost assumptions to budget for
- As sourcing
Potential returns
Fee per deal.
Main risks
- Overstated returns
- Regulatory breaches
Legal checks
- Disclosure of fees and conflicts
Regulatory checks
- As property sourcing
Is it suitable?
Often suits
- Compliant sourcers
Usually not suitable for
- Unregistered sourcers
A general guide, not a personal recommendation. Suitability depends on your finances, experience and attitude to risk.
Step-by-step
- Generate the Plotlumen report.
- Add quotes and rent evidence.
- Run calculators with sensitivity.
- Export and share with disclosures.
Financial calculations
Your offer or asking price.
Use local letting agents' valuations — not included in this report unless shown.
e.g. licensing, safety certificates
Default costs are assumptions for illustration — replace them with your own quotes. Stamp duty (£15,000) and refurbishment (£0) come from the other tabs.
After income tax (owned personally)
An estimate for one owner in England, Wales or Northern Ireland, assuming all the profit falls in the band you choose and ignoring carried-forward amounts. Companies pay corporation tax instead and can deduct interest. Check with an accountant.
Three scenarios
| Scenario | Cashflow / month | Net yield | Cash-on-cash |
|---|---|---|---|
| Conservative | £-1,124 | -0.13% | -16.73% |
| Expected | £-884 | -0.11% | -13.17% |
| Optimistic | £-804 | -0.10% | -11.97% |
Conservative: rent −10%, rate +1.5 points, 4 extra void weeks, running costs +20%, works +20%. Optimistic: rent +5%, rate −0.5 points, 1 fewer void week, running costs −10%, works −5%. These are projections from your inputs, not guaranteed returns.
Sensitivity: annual cashflow
| Rent | Rate -1% | Rate +0% | Rate +1% | Rate +2% |
|---|---|---|---|---|
| -10% | £-8,737 | £-10,612 | £-12,487 | £-14,362 |
| +0% | £-8,737 | £-10,612 | £-12,487 | £-14,362 |
| +10% | £-8,737 | £-10,612 | £-12,487 | £-14,362 |
Official sources
- Money laundering supervision: estate agency businesses (GOV.UK search)
- Estate and letting agents: redress schemes (GOV.UK search)
Last reviewed 31 Oct 2026. Rules change — check the source before relying on this guide.
Not advice