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Diversifying Your Real Estate Portfolio in Canada

Learn how portfolio diversification through commercial properties, multi-family residential, REITs, and joint ventures can reduce investment risk and boost returns.

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Diversifying Your Real Estate Portfolio in Canada
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In theory, real estate diversification is a no-brainer and common sense. Putting it into practice is another story! Real estate diversification often means exploring new investments you’re unfamiliar with. You may also find putting yourself out there on a deal may make you uncomfortable. For example, if you’re an expert in single-family rentals, buying a multi-tenant commercial property will be daunting.

As with any investment, research, make wise decisions, and protect yourself and your assets. Be sure to explore various types of properties in various markets. Consider networking with experienced investors to gain insights and strategies that can enhance your approach. Hearing how others scaled from zero, like one investor who grew a Building a $12M Real Estate Portfolio from Scratch | Canada, can provide practical blueprints for your own diversification journey. Additionally, leveraging resources such as seminars and online courses can further refine your understanding of the market, ultimately unlocking multifamily investing in Canada. By staying informed and adaptable, you can navigate the complexities of the real estate landscape with confidence.

Commercial Real Estate Investing

Investing in commercial properties is an excellent option if you feel like you have been stuck in a residential property rut. Investing in a commercial property and its unique mortgage requirements can be intimidating if you’ve never done so before. Many investors find the risk to be well worth the reward.

Commercial properties are typically more profitable than residential properties, with higher rental rates. In addition, commercial tenants usually pay the following expenses;

  • property taxes

  • property insurance

  • maintenance costs

  • monthly rent

Multi-family residential

Investing in buildings with five or more rental units is a good idea as you grow your investment portfolio. Single-family residential properties can bring in a consistent income, but you risk significant losses if your property becomes vacant. Multi-family residential properties can help you maintain consistent profitability even during months when you have vacancies. Access to the right multifamily mortgage financing makes acquiring these larger assets more achievable.

Multi-family residential properties appeal to a wide variety of prospective tenants. You can accommodate vacancies and evictions by generating continuous demand for your property.

Book Your Strategy Call

If you’re considering the jump from single-family rentals to a multi-tenant commercial property, book a free strategy call with LendCity to understand how commercial financing differs from residential.

REITs

If you want to benefit from real estate investing without the hassle of hands-on property ownership, you can invest in Real Estate Investment Trusts (REITs).

With REITs, you invest your capital, and the company that owns the REIT handles every aspect of property management and maintenance. Since REITs bring in regular dividends, you’ll enjoy a consistent passive income by adding this option to your portfolio. You might also consider short-term rental property investing as another way to diversify your income streams.

You don’t need a lot of money to invest in REITs—some of the REITs we have found online start with a minimum investment of $1000. Even if you plan on hands-on investing, such a small sum makes sense to own a few REITs.

Also worth checking out is the REIT dividend all-star list. The REITs on the all-star list have consistently paid dividends to investors. This resource can help you choose the right REIT to invest in. You might also explore leveraging stocks like real estate for another angle on growing your wealth.

Joint Ventures

A joint venture partnership is a partnership in which two people decide to purchase an investment property together. It can help diversify your portfolio.

In joint venture real estate scaling, there are generally two categories of investors: the money partner and the active partner.

Money Partner

The money partner supplies the funds needed for any purchase, from the down payment to qualifying for the mortgage.

Active Partner

The active partner does all the necessary repairs and property management.

Splitting the responsibilities between two investors helps reduce your overall investment risk, which is another form of real estate diversification.

Look online or in our private Facebook group for investors who are ready and willing to partner with someone on a new project. The group can be found here.

Real estate Diversification Can protect your investments.

When it comes to real estate diversification, you don’t have to worry about doing everything at once. Start with small steps to broaden your portfolio and gradually build up to increased diversification. Pushing yourself outside of your comfort zone — even diversifying beyond your comfort zone — through real estate diversification will make you a better investor in the long run. And it’ll keep you and your investments safe during headwinds or sudden downturns.

We suggest the following to diversify your real estate investment portfolio for maximum exposure;

  • Buy single-family homes in different neighbourhoods — for example, explore Investing in Calgary: Alberta’s Market Guide for Alberta’s cash flow advantage.

  • Buy multi-unit residential homes in different neighborhoods

  • Buy commercial multi-family properties

  • Considering purchasing a hand-off investment like a REIT

  • Lastly, invest with a joint venture partner

Investing in real estate can be risky, but the risk is greatly minimized when you learn to diversify your portfolio. Start by exploring residential mortgage financing to understand what options are available for your next property.

Book Your Strategy Call

Whether you’re splitting a deal with a joint venture partner or adding your first REIT, book a free strategy call with us and we’ll help you structure the financing side of your diversification plan.

Frequently Asked Questions

What is the 3-3-3 Rule in Real Estate?
The 3-3-3 rule in real estate is a practical guideline designed to help investors and buyers evaluate opportunities and mitigate risks before committing. It typically involves three key checks: reviewing the property's price trends over the past three years, ensuring you have at least three months of living expenses saved as an emergency fund, and aiming for a down payment or initial investment of around 3% (or verifying if rates are under 3% for affordability). This rule promotes thoughtful diversification by encouraging a balanced approach to market analysis and financial preparedness.
What is the 4-3-2-1 Rule in Real Estate?
The 4-3-2-1 rule is a benchmark for assessing rental property performance and building a diversified real estate portfolio. It suggests targeting a 4% annual cash-on-cash return, 3% annual property appreciation, no more than 2 months of vacancy per year, and maintenance costs under 1% of the property value annually. This framework helps investors screen deals that support steady income and growth, making it ideal for spreading risk across multiple properties.
What is the 5% Rule for Diversification?
In the context of diversifying a real estate portfolio, the 5% rule advises limiting any single investment—such as one property or asset—to no more than 5% of your total portfolio value. This prevents overexposure to any one deal and promotes balanced growth. For real estate specifically, it can also target a minimum 5% rental yield combined with appreciation to ensure viability, helping you build resilience against market fluctuations.
What Does Warren Buffett Say About Diversification?
Warren Buffett famously quipped that "diversification is protection against ignorance. It makes little sense if you know what you are doing." He advocates for concentration in high-conviction investments when you're well-informed, but for most investors, especially in real estate, measured diversification—like spreading across property types and markets—reduces risk without diluting returns. This philosophy underscores why incorporating real estate into a broader portfolio can safeguard against unforeseen downturns.
What is the 7% Rule in Real Estate?
The 7% rule is a quick screening tool for rental investments in a diversified portfolio: annual rent should equal at least 7% of the property's purchase price (e.g., $14,000 yearly rent for a $200,000 property). It helps identify cash-flow-positive deals that justify the investment, providing a buffer against expenses and vacancies while supporting portfolio stability.
What is Dave Ramsey's Mortgage Rule?
Dave Ramsey recommends keeping your total mortgage payment (including principal, interest, taxes, and insurance) under 25% of your monthly take-home pay to avoid becoming "house poor." This conservative guideline supports diversification by ensuring housing costs don't crowd out investments in other real estate assets or opportunities.
How do joint ventures help diversify a real estate investment portfolio?
Joint ventures split responsibilities between a money partner who supplies funds and an active partner who handles repairs and property management. This reduces your overall investment risk by sharing it with another investor and lets you access property types or markets you might not pursue on your own. Partnering with experienced investors in unfamiliar property categories is another form of diversification.

Disclaimer: LendCity Mortgages is a licensed mortgage brokerage, and our team includes experienced real estate investors. While we are qualified to provide mortgage-related guidance, the broader financial, tax, and legal information in this article is provided for educational purposes only and does not constitute financial planning, tax, or legal advice. For matters outside mortgage financing, we recommend consulting a Chartered Professional Accountant (CPA), licensed financial planner, or qualified legal advisor.

LendCity

Written by

LendCity

Published

December 17, 2025

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6 min read

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Key Terms in This Article
Appreciation Cash Flow Cash On Cash Return Down Payment Joint Venture Multifamily Principal Single Family Passive Income ROI Leverage Vacancy Rate Property Management Short Term Rental REIT STR

Hover over terms to see definitions, or visit our glossary for the full list.

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