Facebook
Britain's News Portal
Around The Clock
BREAKING
Loading latest headlines…

Buy-to-Let Returns Lag Equities Amid Rising Costs, Rathbones Reports

Investment firm Rathbones suggests buy-to-let property no longer offers the strong returns seen in previous decades. Diversified equity portfolios have reportedly outperformed property since 2016.

  • Buy-to-let returns have lagged diversified equity portfolios since 2016.
  • Slower house price growth, higher borrowing costs, and increased regulation are key factors.
  • UK average house prices rose 3.7% annually since 2016, roughly matching inflation.
  • Typical two-year fixed buy-to-let mortgage rates are now above 5%, more than double previous levels.
  • Rathbones suggests the 'golden age' of UK residential property investment is over.

UK landlords are facing a perfect storm as buy-to-let property returns continue to lag behind diversified equity portfolios, according to a damning report from wealth management firm Rathbones. The company's 'Don't Bet the House' analysis reveals that since 2016, residential property investment has become increasingly unappealing compared to a mix of financial assets.

The research highlights three key factors contributing to this trend: a slowdown in house price appreciation, a significant rise in borrowing costs, and a less favourable regulatory environment for landlords. While the average UK home value has risen by 3.7% annually since 2016, a rate aligned with inflation, London properties have seen even weaker growth, increasing by just 1.3% per year – 2.2 percentage points below inflation over the same period.

Rising interest rates are having a crushing effect on landlords, with typical two-year fixed-rate buy-to-let mortgages now priced above 5%, more than double what they were just a few years ago. This increase in borrowing costs is set to render many business models unviable, squeezing profitability and increasing financial pressure for those heavily reliant on mortgage financing.

Rathbones' analysis shows that a diversified investment portfolio, comprising 25% UK equities and 75% international equities, has outperformed property by a significant margin. Since 2016, such a portfolio has reportedly delivered returns 3.4 percentage points annually above inflation. Regulatory changes have further exacerbated the challenges for landlords, including higher stamp duty on additional properties, phased reduction of mortgage interest tax relief, and increasing regulation – all contributing to tighter margins.

As the UK property market shows signs of reduced activity, these findings are set against a backdrop of wider discussions about the future health and viability of the private rental sector. Rathbones suggests there is 'little prospect of a return to the conditions that drove strong property returns in previous decades,' concluding that 'the golden age of investing in UK residential property is over.' The company advises investors seeking robust returns should consider diversified financial portfolios rather than concentrating their capital solely in residential property assets, acknowledging individual circumstances where property ownership may serve purposes beyond pure investment returns.

Why this matters: This report suggests a significant shift in the economics of property investment, impacting both current and prospective landlords. It highlights how broader economic factors and policy changes are altering the investment landscape in the UK.

What this means for you: What this means for you: If you are a landlord, higher mortgage costs and reduced tax relief could impact your rental income and profitability. For potential first-time buyers, a less attractive buy-to-let market could, in theory, lead to more properties available for owner-occupiers, though this is not a direct conclusion of the report. For investors, this analysis suggests that a diversified approach to financial assets might offer better returns than concentrating solely on property. Always seek advice from a qualified financial adviser before making investment decisions.

Related Articles

Get the news that matters.

Join thousands of readers getting the best of British news straight to their inbox.