The Property Intel — Issue #7

HMO Conversions — When The Numbers Really Work

Is a house in multiple occupation the highest-yielding strategy for your first deal? This month, we ran the numbers on real properties.

April 202672 deals analysed to date

I get asked about HMOs more than almost anything else. Usually by someone who’s seen a YouTube video where a bloke in a rented Audi claims he’s making £3,000 a month from a six-bed in Wolverhampton.

Let me be honest with you. HMOs can be the highest-yielding strategy in property. I’ve seen rooms in Leeds generating more monthly income than entire flats in London. But they’re also the strategy with the most regulation, the most compliance risk, and the most ways to lose money if you don’t know what you’re doing.

This month I ran the numbers on three real HMO conversions. One works brilliantly. One works but only just. One doesn’t work at all — and the reason it doesn’t work is something most beginners would never check. That’s what this issue is about: not whether HMOs work, but when they work and when they don’t.

If you’re considering your first HMO, read the deal teardowns carefully. If the numbers don’t pass the same tests these properties go through, walk away. There’ll be another one next week.

NE
Nick Ellsmore
25 years · 300+ properties
Property photo
3-bed Semi-Detached, Meanwood, Leeds
Asking: £162,000Source: Auction — Mark Jenkinson & Son
This deal works
Est. ARV
£225,000
Est. Refurb
£18,500
SDLT
£5,660
All-in cost
£198,400
Projected profit
£26,600
ROI on cash
31.2%

This is a textbook cosmetic flip hiding in plain sight on the auction schedule. The listing says “in need of modernisation” — which in this case means tired décor, an overgrown garden, and a kitchen that hasn’t been touched since the early 2000s. Structurally, the surveyor’s report from the legal pack shows no issues. Roof replaced 2019. No damp. No subsidence.

Six comparable sold prices within half a mile support an ARV of £220,000–£230,000 for a refurbished 3-bed semi in LS6. The 20% Rule passes comfortably: asking price is 28% below estimated ARV. The risk is the auction format — you need bridging finance pre-agreed and a solicitor ready to exchange within 28 days. If you’re not set up for that, this isn’t your deal.

&x26A0; Auction — must complete within 28 days of hammer fall
&x26A0; No internal photos in listing — refurb estimate based on description only
Strong comparable evidence — 6 sold prices within 0.5 miles, last 12 months
20% Rule: passes at 28% below ARV (threshold: 20%)
4-bed terrace, Huddersfield, HD1
£110,000 · HMO ready · 28 Mar
GREEN
3-bed terrace, Coventry, CV1
£135,000 · HMO conversion · 26 Mar
RED
5-bed semi, Sheffield, S10
£225,000 · Licensed HMO · 24 Mar
GREEN
4-bed end-terrace, Manchester, M14
£195,000 · HMO licensed · 21 Mar
GREEN
3-bed semi, Birmingham, B29
£185,000 · HMO potential · 18 Mar
AMBER
5-bed terrace, Liverpool, L7
£145,000 · HMO conversion · 15 Mar
GREEN
4-bed semi, Nottingham, NG7
£175,000 · HMO Article 4 · 12 Mar
RED
3-bed terrace, Stoke, ST4
£82,000 · HMO ready · 10 Mar
GREEN
4-bed semi, Doncaster, DN2
£125,000 · HMO potential · 7 Mar
AMBER
5-bed terrace, Newcastle, NE6
£165,000 · HMO licensed · 4 Mar
GREEN
3-bed terrace, Bradford, BD7
£72,000 · HMO ready · 2 Mar
GREEN
Critical
Renters’ Rights Act — Section 21 abolished
All existing tenancies become periodic on 1st May 2026. Fixed-term ASTs cease to exist. Landlords must use Section 8 grounds for possession. Tenants gain right to request pets and challenge rent increases.
&x23F1; 31 days until enforcement
→ RRA Survival Kit
Important
Making Tax Digital — landlords over £50k income
Landlords with rental income exceeding £50,000 must use MTD-compatible software for quarterly digital reporting from April 2027.
&x23F1; 12 months until enforcement
→ MTD Prep Pack
Important
EPC Minimum Standards — Band C by 2028
Minimum EPC rating of C for all new tenancies from 2028, existing by 2030. Fines up to £30,000 per property for non-compliance. 2.9 million PRS homes need upgrading.
→ EPC Upgrade Calculator
Info
HMO licensing fees rising across multiple councils
At least 12 local authorities have increased HMO licensing fees for 2026/27. Average increase: 15–22%. Three councils now charging over £1,200 for a 5-year licence.
→ HMO Licensing Pack
Reader question from Sarah, Leeds
“I’ve found a 4-bed I want to convert to a 6-bed HMO. How do I check if I need planning permission?”
Nick’s Analysis

This is the question that separates a profitable HMO from a £15,000 mistake. The answer depends on one thing: whether your council has an Article 4 direction covering HMOs in that area.

Without Article 4, converting a dwelling to a small HMO (3–6 unrelated tenants sharing) falls under permitted development — you don’t need planning permission. You still need an HMO licence, fire safety compliance, and building regulations sign-off, but you don’t need to ask the council if you’re allowed to do it.

With Article 4, you need full planning permission. And here’s what most people don’t tell you: many councils with Article 4 directions reject 80–90% of HMO applications. That means your entire business plan depends on a planning committee vote — not a foundation for a £150,000 investment.

→ Check Article 4 BEFORE you run any other numbers. If it applies, either budget for a planning application or look at the next postcode along.
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