Blog & Tips

When it comes to making real estate investment decisions, a key choice that investors face is whether to invest personally or through a corporation. Although a corporation can provide many benefits including tax advantages, improve investment options, and increase flexibility, it’s not without its drawbacks. To help investors better understand the risk and opportunities involved […]

Real estate investments are an incredible vehicle that can generate substantial returns. However, like other sources of income, taxes can significantly diminish your net profits. For existing or new real estate investors, being tax efficient can help keep more money in your pocket so you can crush those financial goals! The hottest topic in 2024 […]

You see the ads everywhere from many sponsors touting the big returns and opportunity to pool capital in a Limited Partnership or LP investment. Frequently the investment will be presented as “participate in the development”. So how do these LP investment opportunities work? Limited Partnerships can be a great investment vehicle for making your real […]

Many of our conversations are with ambitious business owners seeking advice and guidance to help them crush their financials goals. Taking a step back their business might be too small to afford a full-time CFO so they use the services of a more traditional accounting firm or bookkeeper. They have big goals to grow revenue, […]

Continuing in our series we are pleased to share Part 2 where we are focusing in on development cost metrics which are critical in evaluating a real estate project for investment. By way of background, real estate development involves a number of core activities including site identification, due diligence, land acquisition, land entitlement, architectural design, […]

For real estate investors conducting a thorough financial analysis of a real estate development project is critical before placing your hard earned capital. A small change in one assumption could completely swing a project from success to failure. From a returns perspective development provides savvy investors an opportunity to generate returns well above the public […]

I was speaking to a growing real estate developer involved in projects across North America. They have a strong leadership team, solid access to capital, and have a steady pipeline of development projects. As they grow a key consideration is building an organization that allows them the scalability and stability to preserve investor confidence and […]

By end of June, most Canadians have filed their personal returns in April and are working through their self-employed and corporate tax returns in June. We can all now relax and enjoy the summer! Summer is a great time to relax but also a great time to reflect. Was your Tax Season too taxing? Before […]

As I meet with Real Estate Investors and Developers they usually tell me “I have Fred or Sally handling my bookkeeping for the past 15 years. They key in my invoices into Quickbooks desktop, print cheques for me to sign, go to the bank to deposit the rents, and send me my financials at the […]

As I have conversations with small and medium business owners (SMBs) and families with property portfolios the most common sentiment is they feel their business or portfolio is too small for a CFO. On a monthly basis, their Bookkeeper is paying their bills, collecting rent, and ensuring any employees are getting paid. They might even […]