Treadstone Associates
Case File № 685 · Rental & Investment

One vacant unit, three properties discounted

a Cobourg portfolio's income miscounted by an automated read

Refinancing one duplex with a single vacant unit inside a three-property Cobourg rental portfolio, a first lender's automated income read flagged the whole file as vacancy-affected and excluded the other two, fully tenanted properties' rent too, instead of adjusting only the one actual vacant unit.

OntarioUninsured · RefinanceFiled August 9, 20265 min read
1 of 6

units affected by the actual vacancy -- one side of one duplex, in a three-property, six-unit portfolio

55.2%

total debt service on the first lender's file, with all three properties' rent wrongly excluded

35.9%

total debt service once the vacancy read was corrected to the one actual vacant unit

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 Cobourg was refinancing a $300,000 duplex to a new balance, one property in a three-property rental portfolio, with one unit in this specific duplex currently vacant between tenants.

Subject property

$300,000 duplex, one unit vacant

Other two properties

Fully tenanted, documented leases

Unaffected by the vacancy

Qualifying income (first lender)

$5,100/month

Personal income only -- all rent excluded

Qualifying income (corrected)

$7,850/month

Includes the two fully tenanted properties' documented rent

№ 02

The problem

An automated lender income tool built to flag vacancy risk is only as good as how narrowly it scopes the adjustment -- and a tool that treats one vacant unit anywhere in a borrower's investment property holdings as a reason to discount rent across the entire portfolio will misstate income on every file that includes more than one property.

What the automated read actually did

  • One unit in the subject duplex was between tenants, with a documented vacancy and a re-leasing plan already in motion
  • The other two properties in the portfolio -- four fully tenanted units, none affected by any vacancy -- had current, documented leases
  • The lender's automated system, on seeing the one vacant unit, excluded the rent from all three properties entirely, rather than adjusting only the actual vacant unit

The vacancy itself was real, on one unit. The income exclusion the system applied covered six.

№ 03

The numbers

The qualifying mortgage payment never changed. Only how much of the portfolio's real rent the lender actually counted did.

One vacant unit, two very different income figuresAmount
New refinance balance$300,000
Total debt serviceIncome wrongly scopedIncome correctly scoped
Qualifying income$5,100/mo$7,850/mo
Payment at the qualifying rate (7.00%), 25 years$2,101/mo$2,101/mo
Property tax + heat$470$470
Car loan$245$245
Total debt service55.2%35.9%

55.2% is what a file looks like when every property's rent is wrongly zeroed out over one vacancy; 35.9% is the same file once income is scoped to what actually changed. The gap tracks with how much a single vacant unit can distort a multi-property file, a distortion rental vacancy rate data suggests is a real risk on any automated read that is not scoped property by property.

№ 04

The solution

A mortgage agent licensed under Ontario's Mortgage Brokerages, Lenders and Administrators Act treated the vacancy as a fact about one unit, not a fact about the whole portfolio.

First, supplied documented leases for the other two, fully tenanted properties, showing their rent had nothing to do with the one vacant unit in the subject duplex.

Second, supplied the subject duplex's own re-leasing plan for its vacant unit, so the underwriter had a documented basis for that one unit specifically, rather than a blanket exclusion.

Third, moved the file to an underwriter who scoped the vacancy adjustment to that single unit only, consistent with standard rental underwriting practice for a multi-property file.

Documented, current leases for every tenanted unit in the portfolio
Re-leasing plan and timeline for the one actual vacant unit
Written confirmation of the lender's vacancy-adjustment methodology, scoped per property
Standard refinance documentation for the subject duplex
Corrected income figure reflecting only the actual vacant unit's adjustment
№ 05

The outcome

The refinance funded at 5.00%, with the correctly scoped income restoring total debt service to 35.9%, comfortably inside range for an uninsured file.

Because this refinance is uninsured, CMHC's ratio maximums do not apply directly; the 55.2% and 35.9% figures are informational, showing exactly what correcting the vacancy scope changed.

№ 06

What to take from this file

  • 01A vacancy in one unit does not make an entire multi-property portfolio's rent unreliable. An income read that treats it that way is a scoping error, not a conservative underwriting choice.
  • 02Documented leases on the unaffected properties are the direct fix for a portfolio-wide exclusion that should never have reached them in the first place.
  • 03Ask exactly how a lender's vacancy adjustment is scoped before assuming a multi-property file will be read property by property. Automated tools do not all handle this the same way.
  • 04The gap between a wrongly-scoped and a correctly-scoped figure can be the difference between a decline and an easy approval -- the underlying mortgage payment and the properties themselves never changed at all.

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 automated system's portfolio-wide vacancy read — each lender's automated income tool applies its own logic for scoping a vacancy adjustment; applying it across every property in a file rather than the one vacant unit reflects a tool defect at one lender, not a universal practice.
  • the TDS figures — this refinance is uninsured, so there is no CMHC 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.

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