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Module 3 of 85 min read

Raising the deposit and capital

The deposit and purchase costs are usually the first real obstacle. The good news: there are more routes to that money than most people first realise.

Common sources of capital

  • Personal savings
  • Releasing equity from your own home
  • Remortgaging an existing investment property
  • Cash from savings or investments
  • Selling shares or other assets
  • Borrowing from private investors
  • Joint ventures (partnering on a deal)
  • Director's loans into a limited company
  • Retained profits from an existing business

Most investors use more than one of these over time. Early on it's often personal savings or equity from a home; later, the capital recycled out of earlier deals does the heavy lifting.

Whatever the source, budget for the full cost of getting in — not just the deposit. Stamp duty, legal fees, broker and valuation fees, and a contingency all need to be funded on day one.

Raising via a company changes the tax and lending picture — worth understanding early.

Company vs personal name

Key takeaways

  • The deposit plus purchase costs is the first hurdle — plan for all of it.
  • Capital can come from savings, equity, JVs, private investors or retained profit.
  • Recycled capital from earlier deals becomes the main engine over time.

Want to check whether a real deal is financeable? Shape it, then send it over for a sense-check.

Open the Deal Shaper

Module exam

Answer all 4 questions. You need 75% to pass and complete the module — anything you miss points you back to the right section.

  1. 1. Which of these is a common source of deposit capital?

  2. 2. Beyond the deposit, what else must be funded on day one?

  3. 3. A joint venture is:

  4. 4. Over time, the main engine of capital for most investors becomes: