Treadstone Associates
Case File № 736 · Private Lending & Exit

Two appraisals, two very different numbers

a St. Catharines-Niagara payout that came in short

A St. Catharines-Niagara mixed-use commercial-residential property was purchased on a residential direct-comparison appraisal. Refinancing to pay out a maturing private second years later, the new lender's underwriter required a commercial income-approach appraisal because of the ground-floor commercial unit, and the resulting value came in well below the comparison figure -- shrinking the proceeds available to pay out both existing mortgages.

OntarioUninsured · RefinanceFiled August 9, 20265 min read
$625,000 → $560,000

the same building's value, by residential direct comparison versus commercial income approach

$12,000

the shortfall between what was needed to pay out both existing mortgages and what the new appraisal actually supported

43.3%

total debt service on the refinance that actually funded

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 mixed-use commercial-residential property owner in St. Catharines-Niagara carrying a $340,000 first mortgage and a $92,000 private second, both to be paid out through a new refinance.

Original appraisal (at purchase)

$625,000

Residential direct comparison to nearby sales

New appraisal (at refinance)

$560,000

Commercial income approach, because of the ground-floor unit

First mortgage balance

$340,000

Private second balance

$92,000

№ 02

The problem

The same building can carry two genuinely different, professionally defensible values, depending entirely on which appraisal method is applied -- and a private second's planned exit assumes the number will hold from one appraisal to the next.

Why the two appraisals didn't match

  • The original appraisal, done at purchase, valued the building at $625,000 by residential direct comparison to nearby home sales
  • The new lender's underwriter required a commercial income-approach appraisal instead, because of the ground-floor commercial unit -- capitalizing the property's own net operating income rather than comparing it to nearby sales
  • The income-approach appraisal came in at $560,000, a $65,000 gap from the original figure on the identical building

Nothing about the building had changed. Which appraisal method applied to it had.

№ 03

The numbers

The gap between the two appraisal methods flowed directly into a shortfall at the lender's own loan-to-value ceiling.

What each appraisal method actually supportsAmount
Maximum loan at 75% LTV, on the $625,000 comparison value$468,750
Maximum loan at 75% LTV, on the $560,000 income-approach value$420,000
Needed to pay out both existing mortgages$432,000
Shortfall$12,000
Refinance at the income-approach valueFigure
Loan actually funded$420,000
Qualifying payment (7.55%), 25 years$3,086/mo
Property tax + heat$510
Total debt service, $8,900/mo household income43.3%

43.3% clears comfortably on the loan the income-approach value actually supports -- the $12,000 shortfall, not the ratio, is what the file had to solve for, nowhere near the territory mortgage arrears rate data would flag as a risk.

№ 04

The solution

A mortgage agent licensed under Ontario's Mortgage Brokerages, Lenders and Administrators Act treated the appraisal-method gap as a proceeds question to solve, not a valuation dispute to argue.

First, confirmed with the new lender's underwriter why a commercial income-approach appraisal was required, rather than assuming the original direct-comparison figure would carry forward automatically.

Second, quantified the exact shortfall at the lender's own loan-to-value ceiling once the income-approach appraisal came back, rather than discovering it at the funding stage.

Third, closed the $12,000 gap with a combination of the owner's own funds and a partial paydown negotiated directly with the private lender ahead of the payout date, rather than letting the file stall on the appraisal difference alone.

Written confirmation from the underwriter of which appraisal method applies and why
A commercial income-approach appraisal capitalizing the property's own net rents
A calculated shortfall at the lender's own loan-to-value ceiling, confirmed before funding
A negotiated partial paydown or standstill agreement with the private lender for any shortfall
Standard refinance documentation for the payout of both existing mortgages
№ 05

The outcome

The refinance funded at 5.55% on the $420,000 the income-approach value actually supported, with total debt service at 43.3%.

This file is uninsured, so there is no CMHC ratio ceiling; the 43.3% figure is informational.

№ 06

What to take from this file

  • 01A mixed-use commercial-residential property's appraisal method is not fixed from one transaction to the next. A ground-floor commercial component can move a refinance from residential direct comparison to commercial income approach.
  • 02Two professionally defensible appraisals of the same building can differ by tens of thousands of dollars. Neither figure is wrong; they are answering different questions.
  • 03Confirm which appraisal method a refinance lender will require before assuming the original purchase-era value still applies. A private second's planned exit depends on it.
  • 04Quantify a shortfall at the actual loan-to-value ceiling early, and negotiate with the private lender directly. A gap discovered before the payout date is a solvable problem; one discovered at funding is not.

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:

  • 5.55% contract rate — rates move daily; not a quote.
  • the 75% maximum loan-to-value — each lender comfortable with a mixed-use commercial-residential property sets its own LTV ceiling; not a published rule.
  • the two appraisal values — an appraisal is a professional opinion of value at a point in time; both figures are illustrative for this file, not quotes.
  • the 43.3% TDS figure — this file is uninsured, so there is no CMHC ratio ceiling -- the number is informational.

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 9 August 2026Rules last verified 9 August 2026Next scheduled review 9 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.