Sourcing fee and investor net return calculator
Deal sourcer calculator for showing the investor return after a disclosed sourcing fee. Computes total investor cash in, hold-period cash flow, total profit, net ROI, simple annualised ROI, fee as a percentage of purchase price and cash in, and cash-flow months to recover the fee.
Inputs
- Purchase price (GBP): Agreed or target purchase price.
- Investor cash before fee (GBP): Deposit, SDLT, legals, works, contingency, and other investor cash before the sourcer fee.
- Sourcing fee (GBP): Disclosed sourcing fee.
- Annual cash flow before tax (GBP): Expected annual cash flow before tax.
- Hold period (months): Expected hold period for this return view.
- Exit profit or refinance cash release (GBP): Optional upside or cash release at exit/refinance. Use 0 if not modelled.
Outputs
- Total investor cash in (GBP)
- Period cash flow (GBP)
- Total investor profit (GBP)
- Net ROI after fee (percent)
- Simple annualised ROI (percent)
- Fee as percentage of purchase price (percent)
Calculation formula and denominator
Net investor return = net cash flow over the hold period + realised exit proceeds − total investor cash in. Annualised return compounds the hold-period multiple over years held.
How to Use This Calculator
- Enter the purchase price, investor cash stack before the fee, and the disclosed sourcing fee.
- Enter annual cash flow before tax and the hold period in months.
- Add any exit profit or refinance cash release, or use 0 for an operating-cash-only view.
- Read total investor cash in, total profit, net ROI after the fee, and simple annualised ROI.
- Use the result as a transparent pack line, not a promise of investor performance.
Worked example
£20,000 net gain on £100,000 cash invested is 20% hold-period ROI before personal tax; the annualised result depends on the exact holding period.
Method and sources
Reviewed: 26 August 2026
- Disclose the sourcing fee separately.
- Enter all acquisition, holding and exit cash flows.
- Show assumptions and evidence with the investor pack.
Sources
Assumptions and limitations
- Projected rent, value and exit proceeds can change.
- The output is not a regulated investment recommendation or tax calculation.