**ON THE AGENDA**
The Foundation of My Real Estate Portfolio
– Pre-Construction Condos
– The Power of Leverage and Refinancing
– Tax Deferral and Corporate Structures
How I Applied These Principles to Build a $19,500,000 Portfolio
Financing Pre-Construction Condos
– Leveraging Your Deposit to Build Serious Wealth – OPM/ HELOC’s
– REFI and Repeat
Rental Property Financing
– Deposit – Source, Options and Consideration
– Lawyer Review – What to ask for and why it matters
– Occupancy Stage – Steps to take as an investor
– Registration Stage – Final mortgage structure and options
– Other financing consideration, options and ideas
Real Estate Tax Strategies
– 4 Types of Real Estate Ownership
– Types of Income from Real Estate Investment
– Real Estate Income Tax – Corporation vs Individual
– Tax Saving Tips
– Corporate Structuring
**PANEL OF EXPERTS**
Ryan Coyle
Real Estate Broker & Co-Founder, Connect.ca
[email protected]
Founder/Owner of Connect.ca Realty, Marco Toronto, One Day Money. 15 years as a real estate Broker with a top producing real estate team (Resale and Platinum VIP). Real estate investor for 20 years (started at the age of 20) with a portfolio of 35 doors and a value of over $19 million.
Joanna Lang
Managing Partner / Mortgage Agent, Outline Financial
[email protected]
One of Canada’s top mortgage brokers and founder of Outline Financial. Numerous top 1% Canadian performer awards at both TD CanadaTrust and Scotiabank.
– 2020 Mortgage Brokerage of the Year – Canadian Mortgage Awards (CMA) Winner.
– 2019 Employer of Choice Award – CMA Finalist.
– 2019 Outstanding Customer Service Award – CMA Finalist.
– 2019 CMP Top Canadian Mortgage Workplace
Peter Edrey
Founder & Head Accountant, Accounting Plus
[email protected]
Peter is the founder of Accounting Plus and established the firm in 1989. He has over 30 years of experience servicing clients as a tax specialist and business advisor.
