Skip to content
Finance Calculator

Home & Mortgage

Rent vs. Buy Calculator

Evaluate the total financial cost of purchasing a home versus renting over time.

  • 100% Free & Transparent
  • No signup required
  • Results update live as you type

Comparison Parameters

Results update live as you type

Comparison Parameters

Most impactful factors

Target purchase price of the home.

Initial equity contribution at closing.

Quick %:

The annual percentage rate charged by the mortgage lender for borrowing funds.

What you would pay for a comparable rental.

Time horizon before selling or moving.

Quick horizon:
Advanced Assumptions (Taxes, HOA & Inflation)Show options

Uses defaults for taxes, HOA, insurance & appreciation — edit only if you know local rates.

Duration of the loan in years (typically 15 or 30).

Estimated annual municipal or county property taxes assessed on the property.

Yearly hazard insurance premium.

Monthly homeowners association (HOA) dues for your building or community.

Yearly repair budget as % of home price.

Expected average annual increase in home value over the comparison period.

Closing fees at purchase (% of price).

Realtor & transfer fees upon sale.

Projected yearly rent escalation.

Monthly renters insurance premium protecting your belongings while renting.

Return if cash was invested in index fund.

Comparison Outcome

Buying is Cheaper

Buying saves $59,142 in modeled net cost over 10 years

Buying becomes cheaper in Year 5
Buying Net Cost
$205,234
Out-of-pocket minus equity
Renting Total Cost
$264,376
Rent + insurance paid
Ending Home Equity
$178,139
Ending Home Value
$403,175
Mortgage Interest Paid
$133,516
Buying Advantage
+$59,142
Total Buyer Out-of-Pocket
$340,671
Lost Investment Growth
$42,703
Equity & Net Worth
  • Ending Home Equity (44.2%)$178,139
  • Remaining Mortgage (49.8%)$200,846
  • Sale Costs (6.0%)$24,190
What matters most

Over 10 years, home equity of $178,139 offsets buyer cash outlays. Transaction costs dominate shorter horizons, while appreciation and rent escalation heavily favor ownership over longer periods.

What If: +1% Annual Home Appreciation
Illustrative sensitivity: an extra 1% annual appreciation increases ending equity by {amount}, further lowering modeled buyer net cost.
MetricCurrent (3%)+1% (4%)
Ending Home Value$403,175$444,073
Ending Home Equity$178,139$216,583
Buying Advantage$59,142$97,586

Illustrative sensitivity: an extra 1% annual appreciation increases ending equity by $38,444, further lowering modeled buyer net cost.

Assumptions & Limitations

Illustrative cash-flow model. Assumes constant appreciation, fixed mortgage rate, constant rent growth, and constant return on liquid cash. Does not model income tax brackets, mortgage interest deductions, utilities, moving expenses, or post-sale capital gains taxation.

Rent vs Buy Over Time

See how total costs compare and when buying becomes the better option.

Total Rent CostTotal Buy Cost
$500,000
0510

Years

Cost Comparison at a Glance

Renting
Monthly Rent (Year 1)
$1,900
Rent after 10 years
$2,479
Total Net Cost
$264,376
Buying
Monthly Mortgage
$1,439
Property Tax & Insurance / mo
$450
Maintenance / mo
$250
Ending Home Equity
$178,139
Total Net Cost
$205,234

Year-by-Year Breakdown

Compare rent paid, buyer costs, home equity, and the running cost difference each year.

Annual schedule comparing rent, property value, mortgage balance, equity, and net costs
YearMonthly RentHome ValueRemaining MortgageEnding Home EquityBuying Net CostRenting Total Cost
Year 1$1,900$309,000$237,053$53,407$43,437$23,100
Year 2$1,957$318,270$233,924$65,250$62,610$46,884
Year 3$2,016$327,818$230,602$77,547$81,511$71,373
Year 4$2,076$337,653$227,075$90,319$100,129$96,587
Year 5$2,138$347,782$223,330$103,585$118,452$122,548
Year 6$2,203$358,216$219,355$117,368$136,470$149,280
Year 7$2,269$368,962$215,135$131,690$154,170$176,804
Year 8$2,337$380,031$210,654$146,576$171,540$205,145
Year 9$2,407$391,432$205,896$162,050$188,566$234,328
Year 10$2,479$403,175$200,846$178,139$205,234$264,376

Common Scenarios

See how typical starting points compare side by side.

Click to load scenario

Frequently Asked Questions

Answers to common questions about this calculator.

What is the true net cost of buying a home?

Buying net cost balances all out-of-pocket cash spent (down payment, mortgage interest, property taxes, home insurance, HOA fees, maintenance, and buying closing costs) minus the ending net home equity you keep after subtracting loan payoff and disposition sales commissions.

What is the breakeven year in renting vs. buying?

The breakeven horizon is the point in time when accumulated home equity and property appreciation surpass the upfront transaction costs and recurring ownership expenses, making buying financially cheaper than continuous renting.

Why are initial years of homeownership more expensive than renting?

Upfront closing costs (2–5% of purchase price), unrecoverable transaction expenses, and mortgage interest weighting early in loan amortization schedules make short holding periods favor renting, while multi-year horizons favor ownership as equity builds.

What is the 5% rule for renting vs buying?

The 5% rule is a quick financial heuristic: estimate unrecoverable annual housing costs as 5% of a home's value (1% property tax + 1% maintenance + 3% cost of capital/mortgage interest). If equivalent monthly rent is less than 5% of the home price divided by 12, renting may be financially advantageous.

How long do you need to live in a home to make buying worthwhile?

In most markets, homeowners need to stay in a property for 4 to 7 years to break even on upfront purchase closing costs, ongoing loan interest, and eventual selling transaction commissions (typically 5% to 6%).

Does this calculator account for investment opportunity cost?

Yes, our calculation compares buying a home against renting and investing the upfront down payment, closing costs, and monthly cash flow differences into a diversified portfolio earning compound returns.

How the Calculation Works

Understand the formula and variables behind the numbers.

Comparing renting and buying requires balancing regular cash outflows against the assets built over time. While renters pay only rent and renter's insurance, homeowners pay mortgage interest, property taxes, insurance, maintenance, and transaction costs, but accumulate wealth through mortgage principal paydown and home appreciation.

Net Cost Comparison Formulas

Buyer Net Cost = Cash Outlays + Opportunity Cost − Net Ending Equity

Renter Net Cost = Total Rent Paid + Total Renter's Insurance

Modeled Advantage = Renter Net Cost − Buyer Net Cost

The Eight Pillars of the Comparison Model

  1. Mortgage Amortization: Fixed-rate monthly payments cover interest on the unpaid balance and pay down principal.
  2. Operating Expenses: Property taxes, homeowners insurance, HOA fees, and maintenance are unrecoverable ownership costs.
  3. Rent Escalation: Rent increases annually at your specified growth percentage.
  4. Opportunity Cost: Foregone compound growth on cash tied up in the down payment and purchase closing costs.
  5. Home Appreciation: Compound annual appreciation increases the gross value of the property over time.
  6. Disposition Costs: Brokerage commissions and selling fees (typically 5–7%) deducted at the end of the holding period.
  7. Net Equity: Ending property value minus selling costs and any remaining mortgage balance.
  8. Advantage Assessment: A positive advantage indicates buying resulted in lower cumulative net costs; negative indicates renting was cheaper.

To explore mortgage payment mechanics and amortization math, read our detailed guides on Mortgage Payments: Principal, Interest, Taxes & Insurance (PITI) and How Loan Amortization Schedules Work.