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Case Study

Using Commercial Equity to Pay Off $7M in CRA Tax Debt

In Metro Vancouver, a family inherited roughly $30 million in real estate through probate and a share transfer, most of it commercial. With it came a CRA tax bill near $7 million, and little idea where to begin.

✓ Funded Case Study · Commercial
Using Commercial Equity to Pay Off $7M in CRA Tax Debt
Commercial equity take-outProbateCRA tax payoutComplex multi-layered solutionShare transfer financing

The Situation

In Metro Vancouver, a family inherited roughly $30 million in real estate through probate and a share transfer, most of it commercial. With it came a CRA tax bill near $7 million, and little idea where to begin.

The Challenge

Their own bank, then a couple of other major lenders, looked at the file and said no. Each saw the tax bill and the illiquid estate, but none saw the equity sitting inside it.

The Solution

For a file like this, we structure a multi-layered private mortgage against the commercial and residential real estate, a commercial equity take-out that unlocks value the banks overlook, applied straight to the CRA payout.

The Outcome

Done right, a structure like this clears the CRA debt for a fraction of the alternatives and buys time to refinance into lower-cost lending once the pressure lifts, on terms a CPA can approve.

Have a file like this?

We fund complex mortgages across BC & Alberta. Send us the details and we'll tell you if we can help, honestly.