Treadstone Associates
Case File № 481 · Rental & Investment

All-inclusive, not all income

netting utilities out of a St. Catharines-Niagara rental

A St. Catharines-Niagara rental's lease charges one flat, all-inclusive rent that already has the landlord's own utility cost built in. A first reviewer's add-back tool credited the full advertised figure; the lender's own policy required netting the utility estimate out first, before any add-back ran.

OntarioUninsured · PurchaseFiled August 9, 20265 min read
$1,950

the real net rent once the landlord's own utility cost was netted out — the only figure that properly counts

$250

the monthly utility cost baked into the all-inclusive rent, and counted again as the property's own carrying cost

37.0%

TDS on the correct net-rent figure, informational on this uninsured file

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

An investor in St. Catharines-Niagara put $95,000 (20%) down on a $475,000 rental, with $8,600/month of their own primary income. The unit is leased at one flat, all-inclusive rent of $2,200/month — a figure that already has the landlord's own utility cost built into it.

Purchase price

$475,000

St. Catharines-Niagara

Down payment

$95,000 (20%)

Conventional, uninsured

Advertised rent

$2,200/month, all-inclusive

Utilities already included

Landlord's own utility cost

$250/month

Baked into the advertised rent

Primary income

$8,600/month

Before any add-back

№ 02

The problem

A first reviewer's add-back tool pulled the advertised $2,200 figure straight off the lease and credited it in full — the same treatment it would apply to an ordinary lease where the tenant pays their own utilities separately. But this lease is all-inclusive: the $2,200 the tenant pays already has the landlord's own utility cost folded in, so the property's real net rental income is $250 a month lower than the number the tool credited.

Why the gross figure overstated the property's real income

  • An ordinary lease's rent and the tenant's own utility payments are two separate numbers
  • An all-inclusive lease folds the landlord's own utility cost INTO the one figure the tenant pays
  • Crediting that combined figure as pure rental income overstates what the landlord actually nets

This is a distinct trap from the usual add-back vs. offset differences across a lender panel — here, every lender's own method would apply correctly to the wrong starting number unless the utility cost is netted out first.

№ 03

The numbers

Because this file is uninsured, CMHC's ratio maximums don't apply directly — the comparison below is what actually changed once the correct net-rent figure was used.

Qualifying on the net rent vs. the gross all-inclusive figureAmount
Purchase price$475,000
Down payment (20%)$95,000
Base mortgage, uninsured$380,000
Qualifying income and ratiosUsing the $1,950 net rentUsing the $2,200 gross figure
Add-back at this lender's 50%+$975/mo+$1,100/mo
Qualifying income ($8,600 + add-back)$9,575/mo$9,700/mo
Payment at 7.00% (MQR), plus $340 tax/$250 utilities$3,252$3,252
TDS (housing + $295 car loan) ÷ qualifying income37.0%36.6%

Using the gross figure would have made the file look marginally stronger, at 36.6% versus 37.0% — a small enough gap to seem immaterial, but it credits income the landlord never actually nets, in a rental market tight enough that getting the qualifying number right matters.

№ 04

The solution

A mortgage agent pulled the lease's exact wording before letting any add-back run.

First, confirmed which utilities the all-inclusive rent actually covers. The lease named heat, water, and electricity as the landlord's own responsibility, folded into the one $2,200 figure.

Second, netted the $250 estimate out of the advertised rent before applying any add-back. $1,950, not $2,200, is the property's real net rental income.

Third, supplied the lender with both figures side by side. The gross lease rent for context, and the net figure as the only one that actually belongs in the ratios.

Lease showing the all-inclusive terms and which utilities the landlord covers
Landlord's own utility cost estimate, netted out of the advertised rent
Written confirmation from the lender of which rent figure it is qualifying on
Two years of the investor's own income documentation
Property tax statement confirming the purchase's carrying costs
№ 05

The outcome

The lender qualified the file on the correct $1,950 net-rent figure, adding back 50% to reach $9,575/month of qualifying income. GDS came to 34.0% and TDS to 37.0%; because this file is uninsured, CMHC's ratio maximums don't apply directly, and Ontario's land transfer tax on the purchase came to $5,975.

A different lender's own add-back or offset convention could produce a different qualifying number from the same $1,950 net-rent figure — but every lender's policy should start from that number, not the all-inclusive gross figure.

№ 06

What to take from this file

  • 01An all-inclusive rent figure already has utilities built in. Crediting it as pure rental income double-counts a cost the landlord, not the tenant, is actually paying.
  • 02Net the utility estimate out before applying any add-back. A lender's own add-back or offset percentage should apply to the real net rent, not the advertised gross figure.
  • 03A small-looking gap can still be the wrong number. 36.6% versus 37.0% looks immaterial, but one of those two TDS figures counts income the landlord never actually nets.
  • 04Ask explicitly whether a rental's advertised rent is all-inclusive. The lease terms, not the listing price, settle whether utilities are already folded in.
  • 05Uninsured ratios here are informational, not a regulatory ceiling. CMHC's 39%/44% maximums only bind insured files; this conventional purchase is governed by the lender's own policy.

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:

  • 5.00% contract rate — rates move daily; not a quote.
  • the 50% add-back percentage — each lender sets its own rental-income treatment; some offset rather than add back.
  • the GDS/TDS figures — at 20% down this file is conventional, not CMHC-insured, so there is no regulatory ratio ceiling — the numbers are 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.