Portfolio Valuation Subscription Service
A premium ongoing valuation program designed for investors, high equity homeowners, multi property owners, professionals, and organizations that require scheduled valuations, market tracking, and continuous real estate reporting.
Stay informed. Stay prepared. Stay ahead of the market.
Overview
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.
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.
Homeowners and Individuals
• high equity homeowners
• multi property owners
• clients planning future refinancing
• families preparing for succession or estate planning
• homeowners monitoring long term equity growth
Investors
• rental property owners
• BRRR investors
• short term and long term rental operators
• pre construction and redevelopment investors
• investors evaluating acquisition timing
Professionals and Advisory Groups
• accountants
• lawyers
• wealth advisors
• financial planners
• private lenders
• mortgage brokers
• trust administrators
• executors and estate trustees
• property managers
Corporate and Institutional Clients
• builder groups
• developers
• real estate firms
• corporations with owned real property
• family offices
• landlords with multiple units
If ongoing valuation clarity supports your planning, this service is built for you.
Scheduled Valuation Updates
Choose monthly, quarterly, or semi annual cycles.
Market Trend Monitoring
We track short and long term market movement.
Equity Tracking
Updated estimates of equity based on current value and mortgage data.
Change in Value Summaries
Clear month over month or quarter over quarter summaries.
Consolidated Portfolio Reporting
All your properties in one unified report.
Standards Compliant Documentation
Every valuation follows professional requirements.
Optional Professional Summaries
• accountant summary
• lawyer summary
• lender summary
• financial planning summary
Custom Intervals for Larger Portfolios
Ideal for investors, builders, or estate trustees who need specialized reporting.
• preparing for refinancing
• tracking equity for wealth management
• monitoring investment performance
• supporting estate or succession planning
• organizing information for accountants
• keeping an eye on neighbourhood trends
• comparing multiple properties at once
• staying ahead of market shifts
• building long term financial strategy
This is the simplest and most efficient way to stay connected to your real estate value without ordering one time appraisals each year.
Step 1. Initial Valuation
A full valuation of each property sets the baseline.
Step 2. Schedule Selection
Choose monthly, quarterly, or semi annual updates.
Step 3. Ongoing Reporting
Each cycle includes updated valuations plus commentary.
Step 4. Portfolio Overview
Multi property owners receive consolidated reporting.
Step 5. Continuous Support
Ask questions, request clarifications, and integrate reports into planning.
• single family homes
• condominiums
• townhomes
• luxury and custom residences
• rental properties
• multi unit residential up to four units
• renovated or newly built properties
• investment and income properties
• estate and trust holdings
• multi property portfolios
SERVICE AREAS
Coverage includes:
Mississauga, Brampton, Oakville, Burlington, Milton, Toronto, Vaughan, Richmond Hill, Markham, Pickering, Ajax, Whitby, Oshawa, Hamilton, Ancaster, Stoney Creek, Grimsby, the Niagara region, Barrie, Innisfil, Bradford, New Tecumseth, and all surrounding areas.
Consistency
Predictable, scheduled updates.
Clarity
A clear picture of market value every cycle.
Convenience
No need to order individual appraisals.
Preparation
Support for refinancing, tax planning, and long term decision making.
Professional Support
Direct access to our valuation team throughout the subscription.
• updated valuation each cycle
• market and trend commentary
• supporting comparable data
• equity position update
• consolidated multi property reporting
• professional summary versions when required
• secure digital delivery
How often can I receive valuation updates?
You can choose monthly, quarterly, or semi annual cycles. Larger portfolios can use custom intervals.
Do you re inspect the property every cycle?
Not always. Most cycles rely on updated market data unless major changes occur.
Can multiple properties be managed in one subscription?
Yes. Multi property portfolios are the core of this service.
Is this subscription useful for a single home?
Yes, especially for high equity homeowners or clients planning refinancing.
Are these valuations accepted by lenders?
The reports follow professional standards. Lenders may request a full appraisal for final underwriting.
Do you track equity and mortgage balances?
We track estimated equity based on the client’s reported financing details.
