| Listed below are some very helpful and | | | | chosen builder, leave your deposit and if you |
| extremely important tips if you are considering | | | | haven't already done so open a bank account and |
| purchasing a Florida private rental villa or Disney | | | | arrange a mortgage quotation. |
| rental house. | | | | If you decide to purchase a resale home, then |
| Before my wife and I became Florida villa owners, | | | | under Florida law, all that is required for a legally |
| we spent many months investigating if and where | | | | binding sales contract is a signed written |
| we should buy an investment property. Should | | | | agreement plus good faith deposit. It is therefore |
| the villa have a pool and / or spa, should it be | | | | possible to 'Exchange Contracts' straight away |
| close to Disney World, how many bedrooms and | | | | with a Seller and virtually eliminate any possibility |
| bathrooms should it have ? How will I obtain a | | | | of your chosen property being sold elsewhere. |
| mortgage and what type of mortgage is best? | | | | Most written Sales contracts are conditional and |
| These are just a small sample of the many | | | | you will have ample time to arrange financing, |
| questions that you will need answered before | | | | survey the property and approve legal work. If |
| taking that final step of buying your dream Florida | | | | your loan is denied or the house does not pass |
| villa. | | | | inspection, you may withdraw without penalty. |
| Florida is extremely well known for its large and | | | | There can be any number of conditions in the |
| beautifully designed properties, year round | | | | contract but essentially all elements of the sale |
| sunshine, many attractions, exquisite beaches and | | | | should be in writing to avoid dispute. |
| inexpensive lifestyle. We wanted a holiday home | | | | We would highly recommend that you use the |
| that we could enjoy with our family and also rent | | | | services of a state registered realtor whether |
| out to help cover the cost of the mortgage. | | | | you are buying new or resale. In the U.K. we use |
| After many months of trawling the internet, | | | | estate agents who are normally employed by the |
| speaking to various property companies and | | | | house owner to find a buyer for their property. |
| existing Florida villa owners we were ready to | | | | They then work with both the buyer and seller to |
| purchase our very own Disney World rental | | | | agree a deal that is suitable to both. The downfall |
| home. We needed to select a good development | | | | of this system is that the estate agent may |
| area, choose our own plot and decide on the style | | | | withhold information about the buyer or seller |
| of the property to be built. We eventually decided | | | | which may be beneficial to the other despite the |
| on a single storey home in Kissimmee. Once it | | | | seller paying their fee. In Florida the realtor you |
| was completed, it was everything we dreamed it | | | | choose can only work on your behalf and is legally |
| would be. | | | | bound to act in your best interest disclosing |
| You have already taken the first step toward | | | | information such as - is the property worth the |
| purchasing your home by reading this article. | | | | asking price - are there similar properties available |
| Though buying a property in Florida is relatively | | | | at a better price - are there any known future |
| uncomplicated we still hear many stories of people | | | | developments that may affect the value of the |
| who have had problems in one way or another. | | | | property. |
| Please don't forget that the experience of buying | | | | Mortgages |
| your Florida villa should be pleasurable and exciting. | | | | Many British citizens who buy a holiday home in |
| From visiting the various developments, choosing | | | | Florida, are unsure whether to arrange a US or |
| the plot and house that is right for you to finally | | | | UK mortgage. |
| making the purchase. | | | | Most US mortgages enable you to lock into a |
| Location, location, location | | | | fixed rate mortgage for up to 30 years. In our |
| The next step to buying your home requires | | | | opinion, this is the best way forward as you will |
| some ground work to be done by yourself prior | | | | always know what your monthly mortgage |
| to arriving in Florida. Firstly decide where you want | | | | outgoings will be - there will not be any interest |
| to buy. Do you want the villa to be close to | | | | rate increases. The only drawback is that |
| Orlando's many theme and water park attractions | | | | exchange rate fluctuations will affect how many |
| or do you prefer to be near the beaches? If you | | | | dollars you get to the £ when you transfer |
| prefer the beaches, do you prefer the Gulf Coast | | | | money over to your US bank account. However, |
| or the Atlantic Coast. Whichever you decide, as | | | | if you keep an eye on the rates and transfer |
| with all investment properties location is very | | | | money at the correct time, these fluctuations will |
| important. Once you have decided on your | | | | not have a significant effect on your expenditure. |
| location, you must decide the type of property, | | | | A UK mortgage can be arranged through several |
| the number of bedrooms, bathrooms, pool, etc. | | | | companies dealing with homes in Florida and |
| Do you want to be on a small development or | | | | usually offer variable rate mortgages closely linked |
| larger resort development, do you want a gated | | | | to our own bank base rate - usually around 1.5% |
| or non gated community. | | | | above base rate. They do offer a fixed rate but |
| And last but not least what is your budget. | | | | usually for a maximum of 3 years. The issue with |
| Do You Need To Rent Your Property ? | | | | this type of mortgage is that your repayments |
| This is a very important question as it will | | | | are always subject to interest rate increases. |
| determine where you can buy. Only certain | | | | Remember that if your mortgage payments |
| communities in Orlando are zoned for STR (Short | | | | increase, you cannot increase your weekly rental |
| Term Rental). Please do not accept any verbal | | | | prices. The upside is that your repayments are |
| guarantees from salespeople regarding STR | | | | not subject to exchange rate fluctuations. |
| without checking in the covenants and restrictions | | | | Management |
| of the developer. | | | | Once you have purchased your Florida vacation |
| One of the most important decisions you will | | | | villa, whether you intend to use it for your own |
| make is choosing the development which suits | | | | personal use, or for short term rental purposes, |
| your needs best. Remember not all developments | | | | you will most definitely need to employ the |
| allow short term rental and if you intend to rent | | | | services of a reputable management company to |
| your property this is the single most important | | | | look after your investment. In this section our aim |
| item you must consider. | | | | is to advise you on the do's and don'ts of |
| Remember the developers' agent is acting on | | | | management in Florida. |
| behalf of the builder, and is bound by law to | | | | Which Type Of Management Company Should I |
| obtain the best possible deal for the builder, not | | | | Choose ? |
| for you. Some builders and management | | | | The simple answer to the question above is really |
| companies offer guaranteed rental programs. | | | | down to individual circumstances. In Orlando there |
| These include a minimum income for an agreed | | | | are literally hundreds of management companies |
| period (usually 12 months) or alternatively, a | | | | offering their services to villa owners. They vary |
| minimum number of weeks booked for the year. | | | | from the very large companies with hundreds of |
| What you are not told however is what the | | | | homes on their books to the small husband and |
| income will be for those weeks or what the agent | | | | wife teams with just a few homes. Our advice, is |
| will rent your property out for (for example, you | | | | that you look into which type of Management |
| may receive £350 per week but the agent | | | | Company suits your personal needs and |
| is renting it out for £450 per week). | | | | aspirations for your villa, speak to at least 3 |
| We strongly advise that if you decide not to | | | | companies and make you final decision from |
| secure rentals for the property yourself, then you | | | | there. If possible obtain recommendations from |
| thoroughly investigate any proposals presented to | | | | current villa owners who deal with the proposed |
| you from Management Companies / Letting | | | | Management Company. |
| Agents. | | | | What Should I Expect From My Management |
| Our advice is that if you have the time, you | | | | Company ? |
| market the villa yourself. This allows you to | | | | Lawn maintenance, villa cleaning and inspection, |
| maximise your income and makes it easier to | | | | pool maintenance, villa maintenance, pest control |
| reach that magical break even point of income | | | | and perhaps bill payment facility. |
| versus expenditure. If we are being honest this | | | | Dealing With Licencing Issues |
| can be quite time consuming but well worth the | | | | All Florida vacation villa owners who intend to rent |
| effort when the bookings start to come in. If you | | | | their villa for short term rental purposes must be |
| go down this route you will have to consider the | | | | properly licensed with Department of Regulation, |
| costs involved in marketing your villa. Costs could | | | | divisions of hotels and restaurants and a Florida |
| include newspaper / magazine advertising, creating | | | | state agency. Before the licence is issued the |
| your own website, listing your villa on other | | | | property will be inspected by a Florida state |
| websites and other incidentals like business cards, | | | | agency, this will cost in the region of $150 for a |
| flyers etc. | | | | single family home. |
| Inspection Trips | | | | Taxes |
| We would highly recommend you look at the | | | | In addition to the property taxes that every |
| possibility of an inspection trip. This can be purely | | | | homeowner has to pay, an additional tax based |
| for the purpose of choosing your dream home or | | | | on the gross rents received must be collected for |
| can be combined with a holiday / vacation. | | | | any rentals of 180 days or less. This is made up |
| While there are benefits to both scenarios if you | | | | of 5 or 6% Tourist Development or Resort Tax |
| have limited time available and are there, purely | | | | plus 6 to 7% State of Florida Sales Tax. |
| with the inspection of properties in mind, then you | | | | Therefore, a total of around 11% to 13% of |
| are more focussed on the job in hand. However, | | | | gross rentals received is to be paid in State and |
| we would recommend an absolute minimum of 4 | | | | County Taxes. Normally these taxes are charged |
| days for an inspection visit. You will need to meet | | | | on top of the rents and paid by the tenants - |
| up with the Realtor to view several villas and | | | | much the same as would take place with a hotel |
| communities, spend a few sleepless nights deciding | | | | or motel. However, for our homes, we include the |
| on which property to purchase, sign contracts | | | | taxes within the price we quote so that the |
| with the builders, pay the deposit, choose the | | | | potential guest does not receive any nasty |
| colour of the house etc. Decide on the shape and | | | | surprises when the final rental cost is calculated. |
| size of the pool and type of pool tiles, open a | | | | Taxes that are collected from rental income must |
| bank account and look at some of the furniture | | | | be submitted to the appropriate agencies on a |
| packages that are available. A very hectic but | | | | monthly basis by the 20th of the following month, |
| rewarding few days. | | | | in compliance with the law. In other words, rental |
| Alternatively If you can spare more time, it will | | | | income received in August must be paid by the |
| give you extra opportunities to view a few more | | | | 20th of September. By paying these taxes, you |
| developments over a longer period, then take a | | | | are assured that you are properly registered for |
| few days to contemplate and narrow your choice | | | | State and County Tax. It is the responsibility of |
| down to a couple of villas before finally viewing | | | | the owner to declare the rental income achieved |
| your favourites again. | | | | on Owner Bookings and to pay the relevant |
| You will also have more time to investigate the | | | | tourist tax. If your Management Company has |
| local area and amenities such as shops, | | | | made bookings on your behalf and taken the |
| restaurants, banks and supermarkets to satisfy | | | | rental income, then it is their responsibility to |
| yourself the area has what you and your guests | | | | ensure all taxes are paid to the relevant |
| will be happy with. | | | | authorities. However, you need to check this |
| Its now time to make your final decision. Should | | | | happens as any default on payment is YOUR |
| you buy a new home or a resale. | | | | responsibility. For this reason, my wife and I pay |
| Should you decide to have your dream home | | | | all taxes for our properties - once again enabling |
| newly built, you will then sign a contract with your | | | | us to keep strict control of our finances. |