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Casaforta Guide · Property management

What does a property manager actually do? The complete-management guide.

Handing over your building means handing over an asset. This guide explains — jargon-free and pitch-free — what complete management takes on each month, the regulatory boundaries that apply in Québec, and the questions to ask before signing anything.

"Complete management": what are we actually talking about?

Published July 13, 2026 · Updated July 13, 2026

Rent collection is one task. Complete management administers an asset: its occupants, physical condition, records and decisions. Concretely, a building under complete management is read (its condition is known and tracked), maintained (requests become closed interventions), documented (every lease, invoice, warranty and photo can be found) and reported on (the owner knows, every month, what happened).

Self-management remains possible — many owners do it well. It demands time, a method and constant documentary discipline. Narrower-scope mandates have their place too: every form of management is legitimate. The real question is not the service's name but the written scope of what is taken on.

The monthly cycle: what a normal month looks like

Whatever the manager, a month of serious management contains the same movements: tenant communications and follow-ups; receiving and triaging maintenance requests; coordinating suppliers through to the closure of each intervention; documented visits to the building; tracking approaching deadlines; then the accounting of it all — what happened, what was decided, what is coming.

Every manager slices this cycle their own way; what matters is that the slicing is written down. See how Casaforta slices it.

Regulated boundaries a serious manager must respect

Québec's regulatory frame is not an administrative detail: it is an evaluation criterion. Three boundaries deserve your attention.

Real-estate brokerage

In Québec, brokerage involving the sale, purchase or exchange of an immovable is carried out by OACIQ licence holders. Leasing brokerage is no longer an activity reserved exclusively for real-estate brokers; when a broker or agency performs it, the Real Estate Brokerage Act and OACIQ obligations apply. Casaforta limits its role to administrative and operational coordination. Any separate regulated brokerage mandate is assigned to an appropriate licence holder.

Construction work

A manager who does not hold the applicable RBQ licence cannot act as the contractor executing or having construction work executed for another person. Under the Casaforta model, construction contracts are entered into directly by the owner with a contractor holding the required licence subclasses — or with a general contractor when the project requires one. Casaforta performs only the administrative follow-up defined in its mandate. The contractual structure and any potential owner-builder licensing requirement must be verified before work begins.

Divided co-ownership (Loi 16)

For divided co-ownerships, the maintenance logbook and reserve fund study must be prepared by the qualified and independent persons specified in the Regulation. The syndicate's certificate on the condition of the co-ownership follows a different rule: it must be dated and signed by the person authorized to issue it. The manager assembles information and coordinates the file without signing in place of the legally responsible person.

A manager who promises to "do everything" is promising too much. The sound model: coordinate, document, keep the owner in control.

Official sources: OACIQ — conditions for practising leasing brokerage · RBQ — work requiring a licence · Regulation establishing various rules concerning divided co-ownership, chapter CCQ, r. 8.01

The five questions to ask before signing

  1. "What is included, in writing?" — A signed scope, not a brochure. Every service, every exclusion, in black and white.
  2. "Who approves expenses, and above what amount?" — A written authorization threshold; beyond it, nothing should be committed without your approval.
  3. "Where do my building's documents live?" — A structured memory that belongs to you, not an inbox.
  4. "Do you receive supplier commissions?" — The answer must be complete, written and transparent. Casaforta receives no supplier commission, referral compensation or undisclosed benefit in connection with its mandate.
  5. "How do you prove each month what happened and what was decided?" — Ask for the monthly reporting structure, the supporting records and the way decisions are documented. Casaforta's published Sample Diagnostic demonstrates the evidence discipline used at the beginning of a mandate; it is not a monthly management report. See the method in the Sample Diagnostic.

For the full pre-signature verification, read the Choosing a Manager guide.

What it costs, honestly

Pricing models may use a percentage of rents, a monthly flat fee, a hybrid structure or per-event charges. A low headline rate may exclude services billed separately. The useful comparison is therefore a line-by-line review of the written scope, exclusions and complete fee schedule.

For Casaforta's own reference points, the Property Management Cost page explains the quote-based pricing logic. Read the plex management-cost guide.

The documents that should exist on your building

The simplest test of serious management fits in one question: do these documents exist, and can you retrieve them?

  • the leases and their riders, current;
  • a dated maintenance history;
  • invoices and warranties, findable;
  • time-stamped photos of the building;
  • a decision record — who approved what, when;
  • an archived monthly report.

If these documents don't exist today, the opening conversation should start with a state-of-affairs reading: that is exactly what an initial diagnostic is for — see the method in the Sample Diagnostic.

Frequently asked questions

What's the difference between rental management and complete management?
Different scopes, both legitimate. Rental management focuses on tenants and rents; complete management administers the whole asset — occupants, physical condition, records and decisions. The only valid comparison is each mandate's written scope.
Can I manage my building myself?
Yes. Self-management works when you have the time, a method and constant documentary discipline. Many owners do it well; others prefer to delegate the monthly cycle and keep the decisions. Read the Self-Management vs Professional Management guide to decide.
Can a manager lease my units?
Leasing brokerage is no longer an activity reserved exclusively for real-estate brokers; when a broker or agency performs it, the Real Estate Brokerage Act and OACIQ obligations apply. Casaforta limits its role to administrative and operational coordination, and any separate regulated brokerage mandate is assigned to an appropriate licence holder.
Who decides on expenses?
You do. A serious mandate sets a written authorization threshold; below it, the manager acts and documents; beyond it, nothing is committed without your written approval, and every decision is recorded.
How do I know whether my building is well managed today?
Check whether the records described in section 6 exist, are current and can be retrieved. A structured state-of-affairs review identifies what is available, missing or due for updating.

From the guide to the concrete

You now know what to demand. See who delivers it.

The Casaforta mandate answers each of this guide's five questions in writing — and the Owner Clarity Diagnostic™ (from $950) establishes the state of affairs before any commitment. Request my Diagnostic.

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