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Income Projection Analysis

  1. Review financial net worth and purchasing capability of buyer client.
  2. Compare and contrast available investment properties.
  3. Analyze estimated market rents, potential vacancy losses, additional sources of income and tax considerations.
 

 

Operation Cost Analysis

  1. Discuss overall expenses of income-producing properties.
  2. Compare and contrast gross operating expenses with the corresponding incomes of each property.
  3. Review potential market fluctuations in expenses and associated risks.
 

 

Pre/post Tax Analysis

  1. Review basic income tax considerations for income properties, commercial properties and resales.
  2. Review HST considerations for commercial properties.
  3. Discuss tax deductible vs. capital expense.
  4. Capital gains vs. business income.
 

 

Resale Analysis (Flip)

  1. Discuss potential setbacks and risks in resale properties.
  2. Review complete expenses including acquisition and disposition costs, carrying costs, mortgage penalties/premiums, tax considerations and estimated costs of renovations.
  3. Compare and contrast potential properties for acquisition.
  4. Review financial requirements of acquisition.
 

 

Lease Cash Flow Analysis (Commercial)

  1. Review and discuss the Commercial Tenancies Act.
  2. Compare estimated gross market rents, potential vacancy losses, market risks and other considerations for potential properties.
  3. Contrast with potential residential property investments.
  4. Discuss risks and benefits of commercial vs. residential property investments.
 

 

Return On Investment (ROI) Analysis

  1. Review and compare all ROI calculations included cash on cash, payback periods, IRR, discounted cash flows (advanced), capitalization rates, break-even ratios, appreciation estimations and equity build-up.
  2. Discuss the estimations, market risks and potential margin for error in calculations.
  3. Compare and contrast potential investment properties.
 

 

Long-Term Strategic Investment Planning

  1. Set investment goals for investment client – short term and long term.
  2. Review present and future purchasing capabilities.
  3. Create plan of action before any acquisitions.
  4. Discuss potential risks and setbacks of the plan.
 

 

Creative Financing Analysis

  1. Review and compare numerous acquisition strategies including bridge financing, mortgage ports, vendor take backs, private financing, equity refinancing, RRSP leveraging and more.
  2. Discuss and review potential risks associated with each.
  3. Set short and long term financing goals to maximize acquisition power.
 

 

Residential & Commercial Tenancy Consulting

  1. Review Residential Tenancy Act.
  2. Discuss potential risks of income-producing properties in relation to tenants.
  3. Compare methods to maximize returns and relationships with prospective tenants.
  4. Structure of lease agreements.