Sunday, 3 November 2013

If Capital Gains Tax Were Implemented in UK, US Will Be the Last Bastion For Property!

UK may be implementing capital gains tax in 2014 on foreign buyers of properties. It is not a good development because if implemented, London will fall well behind the US in terms of IRR for the next 5 years. I expect London to give me an IRR of 24% for next 5 years, with capital values rising until 2016 before correcting slightly as more supply comes on stream.

For US cities like New York, Houston and Austin, I expect an IRR of 23% for the next 5 years and uninterrupted upward movement in prices. US loses out to London because very few banks are able or willing to provide mortgages. The highest LTV I can get is around 65% and the taxes are much higher. The CGT of around 15% also puts it second best to London in the last 5 years. However, all these will change once London implements CGT.

Much of Malaysia is a write off. I would definitely not touch condos in Iskandar, no matter how cheap. I may consider a bungalow or semi-detached, if only the rental yield stacks up. I just cannot afford to keep a property that cannot generate cashflow.

With an IRR of 23%, if you are able to invest in a portfolio of stocks well, you could beat returns from properties (with leverage).

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