Investment Property Mortgages: What You Need to Know

September 12, 2025 •

The Oakville Rental Market

Real estate investing has long been a popular wealth-building strategy, and Oakville’s strong rental market makes it an attractive place to own investment property. With excellent schools, a desirable location, and steady demand from professionals and families, rental properties in Oakville tend to perform well.

Key Differences from Owner-Occupied Mortgages

Larger Down Payment Required

For investment properties, you’ll need a minimum 20% down payment. There’s no mortgage default insurance available for rental properties, so the 20% requirement is firm.

Slightly Higher Interest Rates

Expect to pay 0.10% to 0.25% more for an investment property mortgage compared to an owner-occupied home. Lenders view rentals as slightly higher risk.

Rental Income Counts (Partially)

Lenders will count a portion of the expected rental income, typically 50% to 80%, when calculating your ability to carry the mortgage.

Qualifying for an Investment Property Mortgage

Debt Service Ratios

The calculations are more complex when rental income is involved. Lenders add a portion of rental income to your income and include the full property expenses in your debt ratios.

Property Assessment

Lenders will want to know about the property’s rental potential, including current rents (if applicable), comparable rents in the area, and the condition of the property.

Financing Strategies for Investors

Using Home Equity

Many investors use equity from their primary residence to fund the down payment on rental properties. This can be done through refinancing or a HELOC.

Portfolio Lending

Once you own multiple properties, some lenders offer portfolio programs that assess your entire real estate holdings rather than each property individually.

Tax Considerations

Rental income is taxable, but you can deduct expenses including:

  • Mortgage interest (not principal)
  • Property taxes
  • Insurance
  • Maintenance and repairs
  • Property management fees
  • Utilities (if you pay them)

Common Mistakes to Avoid

  • Overestimating rental income: Be realistic about what you can charge and expect some vacancy
  • Underestimating expenses: Budget for maintenance, repairs, and unexpected costs
  • Not having reserves: Keep cash available for vacancies, repairs, or interest rate increases

Get Started with Investment Property Financing

If you’re considering purchasing a rental property in Oakville or the GTA, we can help you understand your financing options. Call us at 416-822-7357 for a consultation.

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