Case Study: Expatriate based in Europe

Cash available: £1,000,000
Properties purchased: £870,000 and £465,000

Our Client

  • A private equity professional based in Europe
  • Parental family home in London still owned


  • Share portfolio only
  • Current property with no mortgage but not lettable

Reason for Enquiry

  • Our Client wanted to take the first step on the ladder with regard to property investment portfolio
  • The aim was to create an alternative income from a property portfolio but with one property available for the family in future
  • Looking for a straightforward investment opportunity

Temples London Role

  • Evaluate needs and aspirations agreeing a target type of property
  • Independently sourced property for immediate investment and future family home
  • Introduced to IFA/Mortgage adviser to enable some debt to be arranged


  • Suitable family flat / Investment found where work required
  • Retained to refurbish the property for letting
  • A second investment flat sourced with a higher income at 6%. Yield Plus 4-bed property sourced with tenants


  • Client was able to purchase two properties with just two visits to the UK
  • Immediate capital appreciation achieved
  • Future family flat secured and let until required and investment purchase completed all within a few months.
  • Property portfolio set up and now income producing