Complete Guide

Vacation & Second Home Mortgage Guide

Make your dream of owning a cottage, vacation home, or second property a reality. Learn everything you need to know about financing your perfect getaway.

Cottage life - Sunrise on two empty Adirondack chairs sitting on a dock on a lake in Muskoka, Ontario Canada. The sun light create long shadows on the wooden pier.
Down payment as low as
10%

for qualified second home buyers

Why Buy a Second Home?

Benefits of Owning a Vacation Property

A vacation home or second property offers lifestyle benefits, investment potential, and the freedom to escape whenever you need it.

Your Personal Retreat

Escape to your own private sanctuary whenever you want - no booking fees, no availability issues, just your space.

Investment Potential

Build equity while enjoying your property. Real estate historically appreciates, and vacation areas often see strong value growth.

Rental Income

Rent out your property when not in use to generate income that helps offset your mortgage and expenses.

Family Memories

Create lasting memories with family and friends in your own vacation home - a legacy to pass down generations.

Tax Benefits

If you rent your property, you may be able to deduct mortgage interest, property taxes, and maintenance expenses.

Future Retirement Home

Buy now, use for vacations, and transition to full-time living when you retire - a smart long-term plan.

Popular Second Home Destinations

Muskoka Cottages
Mountain Chalets
Beach Properties
City Condos

Second Home vs. Investment Property

Understanding the difference is crucial for financing

Second Home / Vacation Property

Definition

A property you occupy for part of the year as a personal residence. Your primary use is personal enjoyment, not rental income.

Down Payment

As low as 10% (under $500K) or 15-20% (over $500K)

Interest Rates

Lower rates - similar to primary residence mortgages (typically 0.10-0.25% higher)

Rental Income

Occasional short-term rentals allowed (e.g., Airbnb when not using it yourself)

Requirements

  • • Must be a reasonable distance from primary residence
  • • Cannot be a rental property or income source
  • • Must be available for your personal use year-round

Investment Property / Rental

Definition

A property purchased primarily to generate rental income or capital appreciation. You don't live there.

Down Payment

Minimum 20% required - no exceptions

Interest Rates

Higher rates - typically 0.50-1.00% more than primary residence rates

Rental Income

Primary purpose is rental income. Can be rented long-term or short-term year-round.

Requirements

  • • Stricter qualification requirements
  • • May require rental agreement or appraisal
  • • Some lenders limit number of investment properties

Important: Be Honest About Your Intent

Lenders classify your property based on your primary intent. If your main goal is rental income, it's an investment property regardless of how often you visit. Misrepresenting your intent is mortgage fraud and can result in serious consequences.

Rule of thumb: If you'll use the property personally for at least 14 days per year or 10% of the days it's rented (whichever is greater), it can qualify as a second home.

Requirements & Qualifications

What you need to qualify for a second home mortgage

Down Payment Requirements

Down payment varies based on purchase price and lender requirements:

Under $500,000

Minimum 10% down payment

$500,000 - $999,999

15-20% down payment typically required

$1,000,000+

Minimum 20% down payment (no mortgage insurance available)

Credit Score

Second home mortgages typically require a stronger credit profile than primary residences:

Minimum Required 650+
Competitive Rates 680-750
Best Rates 750+

Income & Employment

You must prove you can afford BOTH your primary residence and second home:

  • Stable employment or business income
  • Total debt-to-income ratio under 43-44%
  • Cash reserves for 6+ months of payments

Property Requirements

Not all properties qualify as second homes:

  • Must be a reasonable distance from your primary home (typically 80+ km)
  • Single-family homes, condos, and cottages all qualify
  • Property must be suitable for year-round occupancy
  • Vacation timeshares do NOT qualify

Cash Reserves

Lenders want to see you have financial cushion:

Typically Required: 2-6 months of mortgage payments in savings after closing

This includes both your primary residence payment AND your second home payment combined.

Documentation Needed

  • 2 years of tax returns & pay stubs
  • Bank statements (2-3 months)
  • Current mortgage statements
  • Letter explaining property use
  • Proof of down payment source

Your Primary Residence Must Be Secure

You must currently own or be purchasing your primary residence to qualify for a second home mortgage. You cannot have two mortgages classified as "primary residences" at the same time.

Financing Options & Strategies

Different ways to finance your vacation property

Traditional Second Home Mortgage

A standard mortgage specifically for vacation properties. Best for those who qualify for conventional financing.

Down Payment

10-20%

Rate Premium

+0.10-0.25%

Term Options

1-5 years

Home Equity Line of Credit (HELOC)

Tap into the equity in your primary home to purchase your vacation property. Good option if you have significant equity built up.

Pros:

  • • Lower interest rates
  • • Flexible borrowing
  • • Pay interest only on what you use

Cons:

  • • Uses your primary home as collateral
  • • Variable interest rates
  • • Must have equity available

Cash-Out Refinance

Refinance your primary home for more than you owe and use the cash difference for your vacation property down payment.

Best When

Rates are low

Ideal For

Large purchases

Rate Type

Fixed available

Bridge Financing

Short-term financing if you're selling your primary home and buying both a new primary residence and vacation property. Covers the gap between purchase and sale.

Timeline: Typically 30-90 days, with option to extend to 1 year. Higher interest rates but provides necessary liquidity.

Smart Buying Strategy

Many buyers use a combination approach: put down 10-15% from savings, then tap home equity or refinance for the remaining amount. This preserves cash flow while securing the property. I can help you structure the optimal financing mix for your situation.

Discuss Your Strategy

Frequently Asked Questions

Common questions about vacation and second home mortgages

Ready to Own Your Dream Vacation Property?

Let's discuss your vacation home goals and get you pre-approved. I'll help you navigate the mortgage process and find the best financing solution for your second property.

10%
Minimum Down Payment
+0.15%
Average Rate Premium
80km+
Minimum Distance Required