Portfolio Valuation
Subscription Service
A premium ongoing valuation program designed for investors, high-equity homeowners, and organizations that require scheduled valuations, market tracking, and continuous reporting.
Strategic Insight for Fast-Moving Markets
Real estate markets move fast. For clients with meaningful equity, multiple properties, or long term financial plans, a single valuation is not enough.
Our Portfolio Valuation Subscription Service delivers scheduled, independent valuation updates throughout the year. It includes market commentary, portfolio tracking, equity updates, and trend analysis so you always know where your real estate stands.
Proactive Planning
This service supports proactive planning instead of reactive decision making, giving clients consistent, reliable insight into short and long term performance across their entire portfolio.
Designed for Strategic Clarity
Tailored valuation tracking for high-stakes real estate portfolios.
Homeowners & Individuals
- High equity homeowners
- Multi-property owners
- Refinancing planning
- Succession & estate planning
- Long-term equity monitoring
Investors
- Rental property owners
- BRRR investors
- Short & long term operators
- Pre-construction/redevelopment
- Acquisition timing analysis
Professionals & Advisors
- Accountants & Tax Advisors
- Lawyers & Wealth Advisors
- Financial Planners
- Private Lenders & Brokers
- Trustees & Estate Executors
- Property Managers
Corporate & Institutional
- Builder groups & Developers
- Real estate firms
- Corporations with real property
- Family offices
- Landlords with multiple units
What the Subscription Includes
A full-spectrum valuation suite engineered for continuous portfolio oversight.
Scheduled Valuation Updates
Choose monthly, quarterly, or semi-annual cycles to suit your reporting needs.
Market Trend Monitoring
Rigorous tracking of short and long-term market movements affecting your assets.
Equity Tracking
Updated estimates of equity based on current market value and mortgage data.
Change in Value Summaries
Clear month-over-month or quarter-over-quarter data visualizations.
Consolidated Portfolio Reporting
All your properties unified into a single, high-level strategic report.
Standards Compliant Documentation
Every valuation follows professional requirements for total defensibility.
Optional Professional Summaries
Custom Intervals for Larger Portfolios
Ideal for investors, builders, or estate trustees who need specialized reporting cadences.
Strategic Utility
The simplest and most efficient way to maintain continuous real estate clarity.
Wealth & Equity Management
Tracking equity for wealth management and preparing for future refinancing with real-time data.
Investment Performance
Monitoring asset performance, comparing multiple properties, and staying ahead of market shifts.
Financial & Estate Planning
Supporting estate planning and building long-term financial strategy with documented value trends.
Professional Coordination
Organizing valuation data for accountants and advisors without the hassle of yearly one-off orders.
Intelligence & Trends
Keeping a focused eye on neighbourhood-specific trends and macro-market volatility.
The Strategic Conclusion
This program replaces the friction of annual appraisal orders with a seamless, automated reporting cycle designed for modern portfolios.
HOW THE SUBSCRIPTION WORKS
A streamlined 5-step process to transition from static reports to continuous market intelligence.
Initial Valuation
A full, comprehensive valuation of each property in your portfolio sets the baseline for future tracking.
Schedule Selection
Select your reporting cadence: choose between monthly, quarterly, or semi-annual update cycles.
Ongoing Reporting
Each cycle includes refreshed valuation data supported by expert market commentary and trend analysis.
Portfolio Overview
Multi-property owners receive a consolidated dashboard report for a unified view of total equity.
Continuous Support
Integrate reports into your planning. Ask questions, request clarifications, and consult on market shifts.
PROPERTY TYPES COVERED
We provide continuous valuation tracking for all major residential asset classes.
Regional Coverage
Scheduled valuation intelligence across the Golden Horseshoe and Greater Toronto Area.
GTA & York Region
Toronto, Vaughan, Richmond Hill, Markham
Halton & Peel
Mississauga, Brampton, Oakville, Burlington, Milton
Durham & East
Pickering, Ajax, Whitby, Oshawa
Hamilton & Niagara
Hamilton, Ancaster, Stoney Creek, Grimsby, and the Niagara region
Simcoe & North
Barrie, Innisfil, Bradford, New Tecumseth
Extended Reach
Providing expert portfolio coverage for all surrounding areas and adjacent municipalities.
The Subscription Advantage
A higher standard of portfolio management through consistency and professional oversight.
Consistency
Predictable, scheduled updates that keep your data current and actionable.
Clarity
A clear, transparent picture of market value delivered every single cycle.
Convenience
Automated reporting cycles that remove the need for individual appraisal orders.
Preparation
Robust support for refinancing, tax planning, and critical long-term strategy.
Professional Support
Direct priority access to our valuation team throughout your subscription term.
Your Reporting Package
Every cycle delivers a comprehensive, data-rich intelligence set for your portfolio.
Updated Valuation
Refreshed market value conclusions delivered every cycle.
Market Commentary
Expert trend analysis and regional market insights.
Supporting Data
Full comparable sales and verified market evidence.
Equity Updates
Calculated equity positions based on current valuation.
Consolidated Reporting
Unified summaries for owners of multiple properties.
Summary Versions
Specialized reports for accountants, lawyers, or lenders.
Subscription FAQ
Clear answers on how we manage your ongoing portfolio intelligence.
How often can I receive valuation updates?
You can choose monthly, quarterly, or semi-annual cycles. For developers or trustees with larger portfolios, we can arrange custom reporting intervals.
Do you re-inspect the property every cycle?
Not always. Most updates rely on rigorous market data analysis. A physical re-inspection is typically only triggered if major renovations occur or at specific long-term intervals.
Can multiple properties be managed together?
Yes. Multi-property portfolios are the core of this service. We provide a consolidated report that summarizes your total market position across all holdings.
Is this subscription useful for a single home?
Certainly. It is highly valuable for high-equity homeowners monitoring their net worth or clients timing a future refinancing or sale.
Are these valuations accepted by lenders?
Our reports follow professional standards. While excellent for planning, some lenders may require a traditional "Full Appraisal" for final loan underwriting.
Do you track equity and mortgage balances?
Yes. We track estimated equity positions based on the client’s reported financing details relative to our current market valuation.
Can this be used for tax planning?
Yes. We offer specialized professional summaries tailored specifically for use by accountants, lawyers, and financial planners.
Do you include projected future values?
We focus on current market reality. However, advanced projection models based on trend analysis can be integrated into your subscription if required.
