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Investor planning resource

Streetwise Goals Kit for Property Investors

The Streetwise Goals Kit helps you prepare for a financing discussion by organising your property goals and priorities. You may want another purchase, lower payments across existing rentals or a different plan for your portfolio. The kit helps explain those needs to an advisor; personal recommendations are developed through the complimentary Financing Roadmap™ process.

Prepare your goals before reviewing the mortgages

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Knowing what you want your properties to support gives the financing assessment a purpose. Your priorities may include income, funds for another investment or reducing the demands of existing holdings.

You can start the discussion with Streetwise while those plans are still developing. Completing the kit is not a requirement for advice.

Get the Planning and Discovery Kit

Register your copy of Canadian Real Estate Investor Financing to receive the Planning and Discovery Kit and the other reader resources by email. Use the kit to clarify your goals and prepare for a financing conversation.

If you need help with the resource, email Streetwise.

For advice about your financing, read how the Financing Roadmap™ works or contact Streetwise about your plans.

Complimentary Financing Roadmap™

From your goals to a financing plan.

  1. Tell us your goals

    We start with what you want to achieve, when you want to act and your priorities for the years ahead.

  2. We review your finances

    We examine your income, properties, mortgages and available funds alongside your purchase or investment plans.

  3. Receive financing recommendations

    We explain the options, costs and trade-offs, then outline the steps needed to arrange the recommended financing.

There is no charge for this advisory process. Mortgage financing is subject to the lender’s assessment and approval.