Investment Properties
Financing a rental property is both math and policy. We help structure options around rental income treatment, down payment rules, and lender guidelines.
“Lender policy differences matter — rental offsets, debt servicing rules, and property type guidelines can materially change outcomes.”
Process Goals
• Rental income treatment review (offset vs add-back)
• Down payment structures (policy dependent)
• Portfolio growth planning
• Risk and cash-flow clarity
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