Investor Downloads
Checklists and reports you can use on your next deal. Gated downloads require email; PDFs open in a new tab.
Investor downloads
what funds
- CMHC MLI Required Documents · checklist
Borrower and sponsor documents for a CMHC MLI file — appraisal, rent roll, T12, environmental, entity, and PNW.
- CMHC Program Comparison Guide · guide
MLI Select vs MLI Standard vs conventional — LTV, DCR, and when each program fits.
- Development Partnership Overview · guide
Educational overview of GP/LP structure, pipeline review process, and documents to request.
- DSCR Property Qualification Checklist · checklist
Pre-offer checklist for US rental properties — income docs, entity setup, and lender ratio targets.
- Investor Pre-Approval Readiness Checklist · checklist
Documents and portfolio summary template before your strategy call or lender submission.
- MLI Select Evidence Checklist · checklist
Affordability, energy, and accessibility evidence for Select points — plus the 50 / 70 / 100 benefit reminder.
- MLI Select Investor Checklist · checklist
Printable walkthrough of MLI Select points and affordability criteria.
- Multifamily Deal Analyzer · report
Spreadsheet to size NOI, loan, and cash flow on a 5+ unit Canadian file.
- Multifamily Underwriting Basics · guide
NOI, DSCR, and CMHC ratio cheat sheet for 5+ unit deals in Canada.
- Personal Net Worth Statement · checklist
LendCity™ spreadsheet for guarantor assets, liabilities, real estate owned, and liquidity.
- Portfolio Growth Financing Map · guide
How investors typically move from 1–4 units to CMHC multifamily financing.
- Provincial Multifamily Market Report Q1 2026 · report
Cap rates, vacancy, and rent trends for Canadian apartment markets.
- Realtor Investor Referral Kit · guide
Co-marketing talking points and referral prep for agents working with investor clients.
- RRSP Private Mortgage Investing Checklist · checklist
Self-directed RRSP/TFSA steps, due diligence, and legal funding flow for private lending.
- Sponsor Package Checklist · checklist
Guarantor PNW, portfolio summary, corporate docs, liquidity, and existing debt for an MLI file.
- US Entity Setup Overview (Canadians) · guide
LLC vs trust basics for Canadians buying US rental property—discussion prep only.
From checklists to deal math.
You've got the downloads. Next: run the numbers on a live deal, or dig into the topic guides behind the checklists.