Unlock Your U.S. Investing Edge.
Download best-in-class tools designed just for Canadian cross-border investors.
Download exclusive tools to help you avoid mistakes and take your first step into U.S. real estate the right way. These resources are 100% free—just enter your email to access them instantly.
Get Your Guides
Start with two free downloads to kick off your U.S. investing journey.
The complete 8-guide Borderless Wealth Toolkit is available exclusively to readers of Borderless Wealth.
Inside the book, you’ll find a special code to unlock all 8 guides.
1. 5 Mistakes Canadians Make When Investing in the US
Avoid pitfalls that cost investors thousands. This guide reveals the top missteps Canadians make when crossing the border and how to avoid them.
2. Investment Readiness Checklist
A quick diagnostic to help you determine if you’re ready to invest in U.S. real estate, either actively or passively.
3. Entity Setup Worksheet
Compare LLCs, LPs, and corporate structures, with space to outline your own ownership structure and key questions to ask your lawyer.
4. Passive Investing Due Diligence Checklist
For Canadians looking to invest passively in U.S. deals, this tool walks you through how to evaluate operators, offerings, and compliance.
5. Market Research Tracker
A structured sheet to track market indicators such as job growth, population trends, landlord/tenant laws, and property taxes so you can compare U.S. cities side by side.
6. U.S. Tax Filing Guide for Canadians
A flowchart showing what forms to file (1040-NR, W-8ECI, T1135, etc.), when they’re due, and when to bring in a cross-border accountant.
7. Sample Deal Analysis Template
A simple spreadsheet for running numbers on potential U.S. properties, including cash flow, ROI, leverage, and depreciation.
8. Capital Raising Starter Kit
If you’re raising capital (within SEC rules), this includes a sample investor questionnaire, a pitch deck outline, and compliance disclaimers.
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