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7 reasons why financing a property is smarter than paying cash

Deciding whether to buy a property with cash or to finance it can have a big impact on your financial future. While paying cash might seem straightforward, here are 7 key reasons why financing a property could be the smarter choice:

1. Keep more cash on hand

Financing a property lets you keep more of your cash available for emergencies, investments, or unexpected opportunities. In Spain, accessing home equity later can be tricky, so it’s wise to keep your cash flexible.

2. Boost your investment returns

If you can earn a better return on your investments than the interest rate on a mortgage, financing makes sense. With current low mortgage rates, you might find that investing your cash elsewhere yields greater benefits.

3. Enjoy tax benefits

In Spain, having a mortgage can provide valuable tax benefits, such as deductions that lower your wealth tax liability. If these tax savings outweigh the cost of the mortgage, financing can be financially beneficial.

4. Protect against inflation

Real estate often acts as a hedge against inflation. By financing a property, you can benefit from property value increases while repaying the mortgage with money that may lose value over time.

5. Spread out your risk

Investing all your cash in a single property can be risky. Financing allows you to diversify your investments across different asset classes, reducing your risk and potentially increasing returns.

6. Buy multiple properties

With a mortgage, you can buy several properties instead of tying up all your cash in one. This approach helps you build a more diversified real estate portfolio and spread out your investment risk.

7. Get accurate property valuations

When you buy a property with cash, appraisals are often skipped. However, when you finance, banks require appraisals to:

  • Ensure Accurate Pricing: Helps you negotiate a fair purchase price.
  • Clarify Costs: Provides precise estimates for taxes, insurance, and other expenses.
  • Verify Legal Details: Confirms property boundaries and planning permissions.

Skipping appraisals can lead to missed opportunities or unforeseen issues with the property.

Make an informed decision when financing a property

Whether to finance or pay cash depends on your financial goals, risk tolerance, and current market conditions. Evaluate your options carefully and consult with financial and mortgage advisors, legal experts, and tax professionals to make the best decision for you.

Martine NewmanMortgage Adviser

Martine has worked in financial services for over twenty years for finance houses such as Lloyds, Merrill Lynch and Deutsche bank. She took a break to work as an Executive Assistant to the VP of a helicopter air ambulance service in Canada for five years!

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Mortgages taken out in currencies other than the currency in which you earn are considered Foreign Currency Mortgages. Changes in the exchange rate may therefore increase the equivalent value of your debt. Under the Mortgage Law 5/2019 banks in Spain have introduced mechanisms to protect consumers from exchange-rate risk. For more information, please speak to your broker.

Mortgage Direct, S.L. is a company registered in the Registro de Intermediarios de Crédito Inmobiliario del BdE with the nº D108.

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