Leaseback what is it?.

What is Leaseback?

A  "leaseback" scheme is a company has the right to use it for, usually, short-term tourist lettings. This is usually for a fixed period of 9 years.

In return you receive major tax breaks from the French government and a guaranteed income for the duration of the contract.

The details of the schemes vary but, typically, the contract will state that the company pays all of the expenses in relation to the property - rates,

water & electricity charges, community fees, repairs and replacements etc. They will also be required to return the property to you in good condition.

The contract will also usually provide for you to occupy the property yourself FREE OF CHARGE for a period of, say, 2 to 4 weeks per year.

If you do not want to do so you can allow others to occupy the property on your behalf or, usually, surrender your right in return for a higher payment from the company.


Only approved companies can offer leaseback schemes and those that do are usually subsidiaries of major

French companies of the size and status of British Gas. The guarantee from them is, therefore, worth having.

This is nothing to do with timeshare. The property is yours from day one. It is registered in your name in the French land registry.

You are merely allowing someone else to use your property for part of the year in return for a cash payment.

At the end of the first 9 years (or your initial contract period) the Management Company has the right to renew the lease for a further 9 years.

At the end of the 18 years they can request a further renewal, but you do not have to agree to their request. However,

if you refuse the request you will be liable to pay them compensation for the value of the business they have built up in your apartment.

At the end of your agreement the property is yours to do with as you please. You can continue to rent it out, use it yourself or sell it.

 

Who is Leaseback right for?

 

Anyone who cannot use a home for more than a few weeks per year at the moment, but who might be able to do so in 10 years time.

Anyone who wants to buy a property with substantial amounts of borrowed money in order to leverage his investment to the full.

Anyone who likes the idea of a fixed income property investment in an era of predicted long-term low inflation and low interest rates.

 

Why think of Leaseback?

The government allows you to buy the property free of VAT. VAT is normally 20.6%, therefore this is a major saving. A £100,000 property will only cost you £80,000.

The guaranteed return will, typically, be 4.5%. This is after deduction of all the expenses of running the property. This return can, in effect, be completely free of French tax.

Mortgage finance is available, in many cases for 95% of the price paid, at about 4.2% fixed rate or 3.8% variable rate.

You can usually use the property yourself for your holidays FREE OF ANY CHARGE. Additional time can often be rented back from the company.

Leasebacks are available in places where there is likely to be considerable property appreciation over the next 9 years.

It is possible to buy Leaseback properties in several locations, so giving your family and friends the possibility of holidays in, say, Paris, Normandy and Monaco at

varying times during the year. Such a portfolio can be put together for a capital outlay of about £15,000 and a monthly "topping up" payment of about £450.

At the end of the 9 year period you would have properties which were worth about £250,000 at cost PLUS whatever amount they had grown in value

over the 9 year period. It would not be unreasonable to expect a 100% increase in value over this period if the properties were chosen wisely.

 

An Example

You buy an apartment in Paris - list price £100,000 including furniture.

The costs of acquisition (legal fees, notaries fees etc) will be about £2,400.

Your total investment will therefore be £82,400.

 

If you fund 95% of the price you paid (say £76,000) by mortgage, your monthly repayments, over 10 years,

will be about £775. Of this about £250 will be interest and the rest capital repayments.

 

These payments can be reduced by taking the mortgage over 15 years (£570 per month) or 20 years (£470 per month).

 

Your guaranteed income will be, say, £4,000 per annum or £333 per month.

All of your interest and a large part of your capital repayments can therefore be covered by the "rent" received.

 

This income will be tax-free and, indeed, you will have additional tax allowances of about £5,000 per annum to set against any other income in France.

 

 

 

Euro: Strong against US $ and linked currencies. The average cost of living is generally lower than other EU Countries especially in country districts. Paris is however is very expensive.

Economic climate: There are no limitations on foreign property investment although purchasing regulations vary by type of property. French real estate increased by 30% in the 2001/2002 fiscal year.

Capital Gains tax: of 33% is incurred on the sale of second properties within two years of purchase, this rate reduces against additional years of ownership until it no longer applies after 22 years.

Popular investment areas: Due to its size the options in France are diverse. The Dordogne, Charente Maritime, Brittany, and Cote D’Azur as well as cities like Lyons and Paris are all well subscribed.

Price ranges: Low budget property is costly to refurbish and may often be found in rural areas but also in ancient parts of towns and villages. The choice of location reflects future pricing and should be carefully considered. The universal appeal of The South of France, thanks to its climate and unique character, generally commands higher prices than other regions, apart from Paris.

Budgetary guide: New villas: E’s250,000 +, New apartments: E’s100,000 +, Town Houses: E’s 95.000 +, Detached houses: E’s115,000 to 150, 000, Farm Houses: E’s150,000 to 220,000, Character Houses with land: E’s300,000+ Renovations: E’s 25,000 to 35,000,,

Service Fees: Agents often present their properties with the commission included in the asking price, in which case legal fees are the only addition. These start on very cheap properties at around 10% and decrease to around 6.5% for properties of 200, 000 euros upwards to approximately 6.2% on very expensive properties. These legal charges include taxations and re-registration of deeds, apart from the notaires fees, hence reduced rates for new builds. It is worth ā€œshopping aroundā€ among reputable notaires who will provide quotes on the total legal charges

Mortgages: Standard term 15 years. Mortgage requirement must be indicated at the same time as the initial agreement. French banks will provide up 80% funding.

Information: Web access www.fopdac.com (property & services info) www.fxhistory.com (exchange), www.info-europe.fr (French Government).

 

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This information was correct when printed.