The Property Intel — Issue #5

The Finance Issue — Bridging, Mortgages & Creative

Funding your first deal. Bridging loans demystified. BTL mortgages. JVs and private investors. When to use which finance product.

February 202658 deals analysed to date

I want to tell you about the deal I lost because my bridging wasn’t pre-agreed. Found a 3-bed at auction, 30% below market, perfect cosmetic flip. Couldn’t complete in 28 days. Another investor who had his finance ready bought it and made £34,000.

I didn’t lose £34,000 because I found a bad deal. I lost £34,000 because I wasn’t ready. Finance isn’t something you sort out after you find the deal. It’s something you sort out before you start looking.

This month I’m stripping finance bare. Every deal teardown includes a full finance section — not just the interest rate, but the total cost of the finance including arrangement fees, exit fees, valuation fees, and the actual monthly payments. Because a bridging loan at 0.85% per month sounds cheap until you realise the arrangement fee is 2%, the exit fee is 1.5%, and the valuation costs £750. That “0.85%” just became 6.2% annualised all-in.

I also want to introduce you to the concept of joint ventures — where someone with capital partners with someone with a deal. It’s how most first-time investors actually fund their first project, and nobody teaches it properly because the trainers want you to buy their £24,000 mentoring instead.

NE
Nick Ellsmore
25 years · 300+ properties
Property photo
3-bed Semi (Auction), Leeds, LS11
Guide: £125,000Source: Auction — Mark Jenkinson
This deal works — with bridging
Est. ARV
£185,000
Est. Refurb
£14,200
Bridging (6 months)
£8,400
All-in cost
£162,800
Projected profit
£22,200
Cash required
£48,600

This deal only works with bridging finance — and it works well. The property is at auction, which means you need to complete within 28 days. No high-street mortgage can do that. A bridging loan at 70% LTV gives you £87,500 (70% of £125,000), meaning you need £37,500 deposit plus £11,100 in fees (SDLT, legal, arrangement fee, valuation) = £48,600 cash in on day one.

The bridging costs over a 6-month term: arrangement fee 2% (£2,500), monthly interest 0.85% (£1,063 x 6 = £6,375), valuation £450, exit fee 1% (£1,250). Total finance cost: £10,575. That’s the real number — not the headline “0.85%” the lender quotes.

Even with those costs, the deal generates £22,200 profit on £48,600 cash invested = 45.7% ROI over 6 months. The 20% Rule passes at 32% below ARV. This is a strong deal, but ONLY if you have the bridging pre-agreed before auction day.

20% Rule: passes at 32% below ARV
ROI 45.7% even after all finance costs
&x26A0; Auction — 28-day completion, bridging MUST be pre-agreed
&x26A0; Total finance cost £10,575 — factor into every calculation
Info
Bank of England holds base rate at 4.25%
MPC voted 7-2 to hold. Markets pricing in a further cut to 3.75% by mid-2026. BTL fixed rates expected to follow downward with a lag.
Important
FCA updates affordability stress test guidance
Updated guidance on BTL mortgage stress testing. Lenders must stress test at minimum 5.5% or pay rate + 2%, whichever is higher. This affects maximum borrowing on new BTL purchases.
Critical
HMRC fines 170 agents £835,000 for AML breaches
Latest enforcement round covers 2025-26. Average fine: £4,900. Highest single fine: £28,000. Most common breach: failure to maintain documented Risk Assessment, Policies, Controls and Procedures.
→ Sourcing Compliance Checklist
Important
Bridging lender transparency requirements proposed
Industry consultation on standardised cost disclosure for bridging loans. Would require lenders to quote total cost of borrowing (not just monthly rate) upfront. Not yet law but signals direction of travel.
→ Bridging Loan Comparison
Reader question from Mark, Bristol
“My friend wants to JV on a flip. How do we split the profit? What if it goes wrong?”
Nick’s Analysis

Mark, the split depends entirely on who’s bringing what. The most common JV structure is: one person brings the capital, the other brings the deal and manages the project. Typical split: 50/50 after all costs. But “after all costs” must be defined in writing BEFORE you start.

What must be in writing: who pays what costs, what happens if the refurb goes over budget (who covers the overrun?), what happens if the property doesn’t sell for the expected price, what happens if one party wants out, and how decisions are made during the project. The JV Heads of Terms template covers all of this.

The thing that kills JVs isn’t bad deals — it’s unclear agreements. I’ve seen friendships destroyed over a £2,000 disagreement about who should pay for an unexpected plumbing repair. Get it in writing. All of it. Before you spend a penny.

→ Never JV without a written Heads of Terms. The conversation that feels awkward now prevents the lawsuit that feels worse later.
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