The Long Game Wins

Hi there,

Yesterday morning I spent a few hours doing some research.

Looking for positive articles and papers on the UK residential market.

Hoping to find some inspiring articles that I could send out to people I have been speaking to.

“Look, 12% growth this year alone”!

“UK property is great!”

How did it go? Not that well to be honest.

The best that I found;

Mortgage rates may continue to fall, albeit at a slower pace.

Savills 5 year forecast suggesting growth of 24-28% in the next five years. That’s not bad.

More people are now selling, trying to beat the stamp duty change.

Increased stamp duty does not put off expats.

I was in the weeds, looking for nuggets of good news. And, I felt put out for a short while.

Then, I reminded myself of what I always say to people, property is a long term game.

The gains, the benefit, the reward, all comes from the long term…. Not short term news.

It reminded me of a client we once met with in Singapore, first meeting was 2016, followed by subsequent

meetings in 17, 20, 21, 22 and 24….

It went something like this;

2016: “The UK just voted to leave the EU, no way am I buying there”

2017: “This crazy guy Donald Trump just got into power, it’s all going to the dogs!”

2020: “The UK has actually left the EU! Bad time to buy”

2021: ““Covid has changed the way people live, I don’t think property is a good buy anymore, certainly

not in the city”

2022: “What has Liz Truss done? I was thinking about it, but with a 7% mortgage? No way”

2024: Insert some other reason for the world ending.

All valid, I suppose.

In 2016 the average UK house price was GBP205k, last year it was GBP288k.

A 40.48% increase. In 8 years.

Yes, not quite shooting the lights out, but not bad, and this is  a nationwide average.

If you look at ‘hotter’ markets such as Birmingham the same period gives 54.4%.

Plus, factor in that you bought 100% of the property with only 30% down (leverage).

Plus, rental income.

Then it starts to look better.

 

Example - an ‘average UK property’ bought in 2016;

  • Valued at £205k

  • Purchased with 30% down at £61,500

  • Valued at £287,984 in 2024

  • An increase of £82,984

  • This is a 134% increase on your initial 30%.

  • If you want to add in rental income at 5% per annum?

  • £10,250 per annum, £82,000 over 8 years.

  • Yes this goes to cover mortgage and costs, but you get the point.

 

If you are struggling with the same as I was, looking in the weeds for insignificant nuggets.

Don’t. Look at the bigger picture.

The sky may be cloudy and grey now. But the blue sky is just behind it.

Think a friend would like this? Forward it their way.

Have a great Saturday ahead,

Callum


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