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Presentation: Buying your first investment property

Presentation Presentation


To make it easier for you to prepare meeting materials, we’ve developed these slides on how to help a client buy his or her first investment property. The presentation is in a Word file to make it simpler to customize the content to your client’s needs.

Preview of Presentation: Buying your first investment property

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Presentation: Buying your first investment property

SLIDE 1

Buying real estate in Canada is a big decision.

SLIDE 2

You have to factor in costs, including mortgage interest, property taxes and maintenance.

SLIDE 3

Location also plays a part and can mean the difference between making a return on your investment and losing money when you sell.

So consider the pros and cons.

SLIDE 4

Pros

  • Real estate will help offset the volatility of any stocks you have in your portfolio because housing, generally, is a more stable long-term investment.
  • Supply is limited, so as demand heightens, property prices will rise.
  • Vacancy rates are at historic lows in most Canadian cities. If you choose a buy-rent-hold strategy, you should be able to charge premium rents.
  • Rental income can be used for other investments. Alternatively, it can be used to cover maintenance costs for the property.

SLIDE 5

Cons

    • You could lose money if you’re forced to sell during a market downturn.
    • If you don’t crunch the mortgage payment, maintenance costs, and property tax numbers right, you could get in over your head.

SLIDE 6

And don’t forget about insurance. It’s important to protect the property in case of damage due to tenants, weather or other causes.

Courtesy of Advisor.ca © 2018 Transcontinental Media G.P. These materials are for reference and guidelines only. You are responsible for the advice you give your clients.
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