Loading…

Investment guides

Resources Methods Checklists Templates Quebec-ready

Methods & checklists

Invest with a clear framework

Guides designed to speed up analysis: steps, assumptions, ratios, common mistakes, and decision models to move faster from 'I found a listing' to 'go / no-go'.

Beginner guides
Glossary, ratios, analysis structure
Advanced guides
Scenarios, sensitivity, strategies
Checklists
Visit, documents, cost validation
Templates
Assumptions, comparisons, summary
Start with the basics, then move to the advanced guides to turn an assumption into a decision you can defend.

Action

Move to practice: launch a simulation and compare your assumptions.


Tip: start with 2-3 comparable deals (same city/area) to isolate the impact of taxes, income, and expenses.

Read in 5 minutes

Very short notes to secure the basics before a visit or an offer.

These sheets are a quick way in, before you open a simulation, an investment score or a comparison.

Guides (library)

A library of guides focused on workflow, reading the numbers, and decision discipline.

Beginner 8–10 min
Viewing checklist (plex)

Questions, photos, documents to request, and red-flag signals.

Read
Advanced 12–15 min
Sensitivity: rate / vacancy / work

How to build a stress test and read a deal's robustness.

Read
Model Template
Assumption template (Quebec)

Taxes, vacancy, maintenance, insurance: starting assumptions and adjustments.

See Quebec Data
Checklists 6–8 min
Income verification (leases / evidence)

Documents to request, consistency checks, and common mistakes.

Read
Use these guides to structure your assumptions before opening a detailed simulation.

Go from theory to decision

Run a simulation, then use the score and the comparison to decide.