GUIDES & RESOURCES

Understand the property behind the numbers.

A starting point for discussing income property, renovation, land, and commercial opportunities.

THE INVESTMENT PROPERTY GUIDE

Investment Property Guide

01

Document the assumptions

Separate actual records from projections. Ask how income, vacancy, taxes, insurance, upkeep, financing, and management costs were estimated.

02

Investigate condition and use

Match the intended use to records, inspections, and applicable approvals. Bring in the professionals needed for the building, leases, land, and work being considered.

03

Allow for uncertainty

Discuss reserves, holding time, repairs, and alternatives if the plan changes. An advertised return is not a guaranteed result; use your tax, financial, and legal advisers for advice within their roles.

Use these questions to prepare for a conversation about your own circumstances.

Discuss an investment property