Townhouse financing experiences?

  • Erstellt am 2022-11-16 16:21:11

David8282

2022-11-16 16:21:11
  • #1
Hello,

my partner and I are planning to purchase a terraced house for €200,000.

Equity: €45,000, from which we will pay incidental costs and renovate (€10,000).

We have a net income of €4,200.
Additionally, there is child benefit / maintenance of about €1,300, which is not continuous as the children are growing up and will soon move out in 4-9 years.

The terraced house is solid construction, 120m2.
92kWh energy certificate C
(Gas system 8 years old)
The house was built in 1980. Flat roof (heated), which will need to be replaced over time.

The previous owner patched it, which caused some minor moisture damage.

We want to save up for the roof.
Electrical system etc. are still in good condition.
Windows will easily last another 10 years, etc.

The financing would go through LBS.
Pre-financing loan €150,000
Nominal interest rate p.a. 4.19%
Effective annual interest 4.91%
€890 including €360 savings contribution
Term 15 years, after that €750 rate, nominal interest rate 1.15%

Parallel KFW homeowner loan €60,000
Effective annual interest 3.8%
After 10 years remaining debt €43,000

So monthly burden almost €1,200

My consideration is to renovate with €10,000 and keep €20,000 as a reserve to save for the roof.
Simultaneously save to fully repay the KfW loan after 10 years so that we will only have the LBS loan after 10 years. This will reduce the monthly payment from €1,200 to €900 and after 15 years to €750.

The checking account would still be covered with €15,000 for any expenses. My partner will soon need a new car (my vehicle is new, 2 years old).

Your opinion, please.

And yes, the interest rates are ....

Best regards
 

danielohondo

2022-11-16 19:59:55
  • #2


Does it have to run through LBS? 4.91% seems very high to me in the current times. I think 4.1% effective is possible now.

I would rather finance the entire amount of €200k through a financial broker at a bank without LBS and KFW for 4.1%. That should definitely be possible now with €40k equity and a €160k loan.

I know you still have incidental costs, but if you can pay those out of pocket, then this financing would be fully paid off after 15 years with a monthly rate of €1,200.

 

Grundaus

2022-11-17 08:11:16
  • #3
yes 4.9% is too much, especially since you have the full 15 years because you are not repaying anything. There are no interest payments for the savings in the [Bausparvertrag]. I would use all equity and then a completely normal financing over 15 or 20 years.
 

Tassimat

2022-11-17 10:02:46
  • #4

Has it already been decided what the children will do after moving out? Maintenance will cease and additionally you may have to partially pay for their training or studies.


That makes €1200 rate + €360 savings rate to pay off the KfW + xxx € for the new roof.
How much do you have to save per month for the roof? Does that still fit?


Regardless of all mentioned points, that is little money and always doable with your income.
 

WilderSueden

2022-11-17 10:16:53
  • #5
The house is of course very cheap. The crucial question is whether a few buckets of paint are really enough or if, besides the roof, other renovations will be due in the medium term.
 

David8282

2022-11-17 10:36:45
  • #6
Hello,

yes, my base salary is 2500 net
with bonuses between 2800-3100 euros

my partner 1600€ net (with room for improvement)

children and alimony approx. 1400€ but since the children are getting older, I do not count that for 10 years as it will gradually cease

loan

additional costs: estimated at 600€

gas / electricity / GEZ / building insurance / internet/
since we don’t know exactly how high they will be (1 year adjustment phase)

ongoing costs (insurance, fuel etc)
approx. 1150€

leisure and savings for children: 500€

that would be 3450€ since I calculate everything poorly 3500€

so there would be 500€ left over
+300-600€ bonus
+1400€ children / alimony

30,000€ in reserve

would additionally save 340€ for KfW loan for 10 years possibly building savings contract

and put the rest aside
the roofer said the roof would last a few more years, maybe 4 years or longer
it is a warm flat roof (insulated, foil, roofing felt) underneath concrete slab.
 

Similar topics
28.03.2011Can we afford to build a house without equity?14
16.02.2015Financing with equity15
22.02.2015KfW loan as equity capital. Which bank does this?15
22.07.2015Young family wants to buy a house, but does the installment fit?15
02.02.2016It doesn't work without equity - experience!109
15.09.2016Financing without equity with security?52
26.07.2016Calculation of equity capital in connection with KfW loan28
29.08.2016Can we afford this? Income / Investment / Equity131
30.08.2016Construction financing 40,000€ equity, tied to a condominium29
22.12.2016Financial planning for repurposing24
10.01.2017Construction financing without equity capital, but with other liabilities36
11.04.2018LBS Riester Home Direct 10 Questions15
04.06.2020Is building a semi-detached house sensible despite low equity with a long loan term?79
26.08.2019Consumer credit as equity39
24.09.2020Financing of 400k with 60-120k equity capital through a combination of BANK/KfW/savings contract22
05.04.2021Financing terraced house around 1970, solid. 150k equity / 550k loan / 5k equity12
01.01.2024How much installment can we afford?42
28.03.2024Is house construction only possible with funding from KfW and the Landesbank?15
06.05.2024Financial planning for new construction with good income and little equity81

Oben