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How to Calculate Plex Investment Return in Montreal

Median plex at $855,000 (+9%). Fixed rate ~3.69%. Complete formulas and examples to evaluate your next plex investment.

📅 March 2026⏱️ 10 min read📊 QPAREB Data

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Investing in a plex in Montreal is one of the most popular real estate strategies in Quebec. With the median plex price at $855,000 (+9% year-over-year), a 5-year fixed rate around ~3.69%, and the Bank of Canada policy rate at 2.75%, understanding how to calculate return on investment is essential before making such a significant purchase. This guide walks you through the key formulas, real-world examples, and practical considerations.

📊 Key Return Formulas for Plex Investors

There are several ways to measure the profitability of a plex. Here are the three most important metrics every investor should know:

Gross Rental Yield

(Annual Rent ÷ Price) × 100

Quick initial screening metric

Doesn't include expenses

Cap Rate

(NOI ÷ Price) × 100

Net of operating expenses

Ignores financing method

Cash-on-Cash Return

(Net Cash Flow ÷ Cash In) × 100

Return on your actual cash invested

Most practical metric

💡 Pro tip: NOI (Net Operating Income) = Gross Rental Income minus Operating Expenses (property taxes, insurance, maintenance, vacancy allowance). It does not include mortgage payments — that's what differentiates cap rate from cash-on-cash return.

🧮 Calculation Example: Plex at $855,000

Let's walk through a real example using the QPAREB median plex price of $855,000 with a 5-year fixed rate of ~3.69%:

🏠 Example: Duplex at $855,000

Purchase price: $855,000

Down payment (10%): $60,500

Mortgage: $794,500

CMHC premium (3.10%): $24,630

Rate (5-yr fixed): ~3.69%

Monthly mortgage: ~$4,160

Total rental income: ~$3,600/mo

Owner-occupied: 1 unit

Gross Rental Yield

~5.1%

($43,200 ÷ $855,000)

Monthly rental income

$3,600

From non-owner units

Your net housing cost

~$560

Mortgage minus rental income

⚠️ Don't forget expenses: property taxes (~$4,000–$6,000/yr), insurance (~$2,000–$3,000/yr), maintenance reserve (3–5% of rent), and vacancy allowance (3–5%). These significantly impact your net return.

🏠 Duplex vs Triplex: Which Is Better?

Both duplex and triplex investments have their merits. The best choice depends on your budget, risk tolerance, and investment goals:

Duplex

✅ Lower purchase price

✅ Easier financing

✅ Simpler management (1 tenant)

❌ Lower total rental income

❌ Higher risk if tenant vacates

Triplex

✅ Higher total rental income

✅ Better gross yield typically

✅ Diversified tenant risk

❌ Higher purchase price

❌ More management effort

💡 Owner-occupied advantage: when you live in one unit of a 2–4 unit plex, you qualify for a lower down payment (as low as 5% under $500K) compared to a purely investment property (20% minimum). This makes owner-occupied plexes an excellent entry point for new investors.

🏦 How to Finance a Plex in Quebec

Financing a plex follows similar rules as a single-family home, with some important distinctions:

Under $500,000 — Minimum 5% down payment (owner-occupied)

$500,001 to $999,999 — 5% on first $500K + 10% on the remainder (owner-occupied)

Rental-only (not owner-occupied) — Minimum 20% down payment required

CMHC insurance — Required with less than 20% down, premium 3.10–4.00%

Down payment for a median plex at $855,000

$60,500

Minimum (owner-occupied)

5% on $500K + 10% on $355K

$171,000

20% (no insurance)

Avoids CMHC premium

~3.69%

5-year fixed rate

March 2026

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📍 Best Neighbourhoods for Plex Investment

Location is everything in real estate investing. The best plex neighbourhoods balance affordability, rental demand, and appreciation potential:

🌟 Established

Rosemont–La Petite-Patrie

Villeray–Saint-Michel

Verdun

🚀 Emerging

Hochelaga-Maisonneuve

Parc-Extension

Pointe-aux-Trembles

💰 Value plays

Montreal Nord

Saint-Léonard

Anjou

⚠️ Due diligence: always analyze the specific property's rental income potential, condition, and expenses. Neighbourhood-level trends are helpful, but each plex is unique. A pre-purchase inspection is essential for any plex investment.

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