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Types of mortgages

Investment property (rental investment)

Français : Propriété d'investissement (investissement locatif)

Property purchased for rental income purposes rather than as a primary residence. Different down payment, insurance and qualification criteria from a primary residence.

Definition

An investment property is a building acquired primarily to generate rental income and/or capital appreciation, not to live in as a primary residence.

**Down payment criteria**: - 1-4 units, not owner-occupied: minimum 20% (not insurable by CMHC) - 1-4 units, owner-occupied ('house hacking'): 5% if ≤2 units, 10% if 3-4 units → CMHC insurance possible - 5+ units: commercial financing (20%+), CMHC enhanced residential program possible

**Rental income in qualification**: - CMHC/Sagen: 50% of gross rental income added to qualifying income (offset method) - Institutional A lenders: some use 80% of gross income - Income must be documented (signed lease or market income from an appraiser)

**Rate**: Generally slightly higher for investment properties not owner-occupied (+0.10 to +0.50% depending on lender).

**'House hacking' strategy**: Buy a multiplex (2-4 units), live in one unit → access to reduced down payment and rental offset income → optimal wealth accumulation strategy for first-time buyers.

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This definition is provided for informational purposes only and does not constitute legal, tax, or financial advice. For a personal situation, consult an AMF-licensed mortgage broker, notary, accountant, or the relevant financial institution.