Advisor Case Study: Selling/Downsizing Real Estate To Help Fund Retirement - April 2025

Real estate is a large part of many Canadians retirement plans, but how can they use that asset to help fund their retirement? In this webinar we looked at using both Principal Residences and Rental Properties to help fund retirement. We compare downsizing, selling to rent, and borrowing options and talk about the key factors to consider when modelling these scenarios for clients.

• 3:15 - How to Use a Principal Residence to Fund Retirement
• 14:32 - Case Study #1: Should We Downsize, Sell or Stay in the House?
• 36:32 - How to Use Rentals to Fund Retirement
• 41:44 - Case Study #2: Should We Sell the Rental or Keep it?