Treadstone Associates
Case File № 017 · Rental & Investment

Same borrower, same lease, two different answers

the first Calgary rental that failed at one lender and passed at another

A Calgary homeowner buying her first rental condo watched the identical file swing from a 46.1% TDS decline under a bank's add-back policy to a 32.2% pass under an offset lender — same borrower, same lease, same numbers, two policies apart.

AlbertaUninsured · rental purchaseFiled August 7, 20266 min read
46.1%

TDS under the bank's add-back treatment — declined

32.2%

TDS under the offset lender — approved

$574/mo

the actual shortfall the offset treatment counts

Anonymized illustration. The borrowers, dollar figures, and rates in this file are an illustrative composite — no real client is identifiable, and any rate shown is illustrative, not a quote. The rules are real: every regulatory figure is cited to its source in the Sources section, and the math computes exactly as shown.

№ 01

The client

A Calgary homeowner buying her first rental property — a condo she'd already leased before closing, at a rent that comfortably covers its own carrying costs. Her existing principal residence and income were both solid; the only question was how the new rental's numbers would be treated once it hit the ratios.

First rentals are where this question matters most, because there is no track record of the borrower actually managing a second property yet. Every dollar of the lease's credibility comes from the signed document in hand, not from two years of deposits proving the tenant pays — and that is exactly the gap a rental-income policy is written to manage. Two lenders can look at the identical signed lease, the identical subject-property costs, and the identical borrower, and land in two entirely different places, purely on how each one chooses to treat what the lease is worth.

Existing home costs

$2,160/mo

P&I at the qualifying rate, tax and heat, combined

Personal income

$116,000/yr — $9,667/mo

Salaried, stable

Other debt

Car loan $380/mo

Unrelated to either property

New rental

$420,000 condo, Calgary

25% down (illustrative floor, not a regulatory minimum)

Signed lease

$2,350/mo

In hand before closing

Subject mortgage

$315,000

Plus $220/mo property tax on the rental

№ 02

The problem

The bank's policy for a non-subject rental was an add-back: add half the lease to income, and carry all of the rental's own carrying costs as a liability. That treatment is common, and on a first rental it hits hard, because it grosses income up only a little while loading the full carrying cost onto the liability side.

The add-back arithmetic

  • Income used: $9,667 + $1,175 (half the $2,350 lease) = $10,842/mo
  • Liabilities: $2,160 existing housing + $380 car + $2,454 full rental carrying costs
  • TDS: $4,994 ÷ $10,842 = 46.1% — against a 44% benchmark. Declined.

A rental that comfortably covers itself in real life showed up in the ratios as a net drag — the classic shape of an add-back treatment on a first investment property. The frustrating part for the borrower was that nothing about her file was actually weak: stable employment, a signed lease at a defensible market rent, and an existing home with unremarkable carrying costs. The decline said nothing about any of that. It said only that this particular bank's rental-income policy was not built for a first-time landlord whose lease had not yet had a chance to prove itself with a payment history.

№ 03

The numbers

This is a straight rental purchase, financed conventionally rather than through default insurance — the 25% down payment here reflects this particular lender's own floor for a non-owner-occupied purchase, not a regulatory minimum, and it's illustrative of what this file's lender required.

The subject property's qualifying paymentAmount
Subject mortgage$315,000
Contract rate — rental pricing (illustrative, not a quote)5.14%
Minimum qualifying rate — greater of contract + 2% and 5.25%7.14%
Monthly P&I at the qualifying rate$2,234
+ subject property tax$220
Subject carrying costs$2,454

TDS under the bank's add-back

Add-back TDS lineFigure
Existing home costs + car loan$2,540
Full rental carrying costs$2,454
Income used (incl. half the lease)$10,842
TDS vs. a 44% benchmark46.1%  ✗

TDS under an offset lender

Whether a lender treats rental income as an offset against the subject property's own costs, or grosses part of it into income while carrying the full cost as a liability, is illustrative of two common approaches; each lender publishes its own.

Offset TDS lineFigure
Offset: 80% of the $2,350 lease credited against the $2,454 carrying cost$1,880 offset → $574 shortfall
Existing home costs + car loan + rental shortfall$2,160 + $380 + $574 = $3,114
Income used (no rent added)$9,667
TDS vs. the 44% benchmark32.2%  ✓

Under the offset, only the $574 gap between the lease and the rental's own carrying cost reaches the liability side. The identical file swings almost fourteen TDS points on treatment alone — without a single input to either lender changing. Not the lease, not the existing home's carrying costs, not the borrower's income or her car payment. The only variable in motion was which of two published policies the file happened to land under.

№ 04

The solution

A RECA-licensed Alberta mortgage associate diagnosed the decline as a policy mismatch, not a numbers problem, and matched the file accordingly.

First, re-ran the TDS under both common treatments before submitting anywhere a second time — confirming the deal lived or died on which lender's rental policy it landed with, not on the underlying strength of the file.

Second, moved the file to a lender whose published policy offsets rental income against the rental's own carrying costs, taking only the shortfall — not the gross costs — into TDS.

Third, packaged the lease and both properties' numbers clearly, so the underwriter could see the existing home's costs, the rental's costs, and the signed lease side by side.

Signed one-year lease on the rental condo
Purchase agreement and condo documents
Mortgage statement and carrying-cost breakdown on the existing principal residence
Letters of employment confirming salary
90-day history of the down payment
№ 05

The outcome

Funded at the offset lender's terms, uninsured. Alberta has no land transfer tax; closing costs there run through Land Titles Office registration fees on a sliding scale instead, and the current fee schedule for this file wasn't independently confirmed, so it stays qualitative here rather than quoted as a dollar figure.

The rental now sits alongside the principal residence on a file that, properly placed, never needed a B-lender detour at all — only a lender whose rental policy matched how the property actually performs. That distinction is worth sitting with: a first rental purchase is not automatically a harder file than a second, third or fourth one. It is a file where the borrower has the least track record to lean on, which is exactly why the choice of lender policy carries more weight here than it will once the portfolio has a payment history of its own.

№ 06

What to take from this file

  • 01Same borrower, same lease, two different lenders' policies can produce wildly different TDS. This file swung from 46.1% (add-back) to 32.2% (offset). Run both before you pick a lender.
  • 02An offset treatment only ever puts the shortfall into liabilities. An add-back grosses up income a little but loads the full carrying cost onto the liability side — which is usually why it loses.
  • 03Down payment floors on a straight rental purchase are lender policy, not a default-insurance minimum. Confirm the actual floor with the lender you're placing, not the owner-occupied insured rule.
  • 04The existing principal residence's own carrying costs stay in the math no matter what. They don't disappear just because the new property is a rental.
  • 05Alberta has no land transfer tax; Land Titles Office registration fees apply on a different sliding scale. Quote them qualitatively unless you've confirmed the current fee schedule.

Sources

Every regulatory figure in this file traces to one of these primary sources. Client details and anything that varies by lender are illustrative, as flagged below.

Illustrative in this file — lender-specific, not rules:

  • 50% add-back / 80% offset — each lender publishes its own rental treatment.
  • 25% down on a rental purchase — rental down-payment floors are lender policy.
  • 5.14% rental pricing — illustrative, not a quote.

Authority & provenance

How this case file was built

We publish the origin, the verification method and the reviewer for every case file, so you can judge how far to trust it before you rely on it with a client.

Where it comes from

Derived from files handled by Treadstone’s fulfillment desk and from scenarios contributed by partner brokerages. Names, employers, exact amounts and dates are changed so no client or file is identifiable.

Provenance: Composite — a pattern seen repeatedly on fulfilled files, not a single transaction.

What is verified

Every regulatory figure traces to a primary source listed above and was checked against it on the date shown. The arithmetic is recomputed by machine on every rebuild.

Anything that varies by lender is labelled illustrative rather than stated as a rule.

Who reviewed it

Reviewed for Canadian regulatory accuracy before publication, and re-checked whenever a cited rule changes.

Reviewed by: Nicholas Parson, Treadstone Associates — reviews every case file before publication.

First published 7 August 2026Rules last verified 7 August 2026Next scheduled review 7 February 2027

This case file is professional reference material for licensed mortgage professionals. It is not advice to a borrower, and it is not a lender commitment. Insurer rules, qualifying rates and provincial taxes change — confirm the current position with the insurer, regulator or lender before you rely on any figure here in a live file.

Treadstone fulfillment

Files like this are daily work for our desk.

Document collection, ratio math under multiple treatments, lender placement notes, and submission-ready packaging — for Canadian mortgage brokers who would rather be in front of clients.