Housing Decisions calculator

Rent vs Buy Calculator

Compare the true cost of buying vs renting over your time horizon, including taxes, appreciation, and opportunity cost.

Buying

% of home value
% of value / yr
annual
% of price
% at sale

Renting

annual
opportunity cost

A rent vs buy calculator compares the true net cost of renting a home against buying a comparable one over the years you expect to stay, and finds the break-even year — the point after which buying becomes the cheaper path. The comparison is a horizon question, not a universal answer: buying front-loads large costs (down payment, closing costs) that are recovered only gradually through equity and appreciation, while renting stays cheap up front and lets the cash a buyer would sink into the house earn returns elsewhere. Stay long enough and buying usually overtakes; leave early and renting usually wins.

Enter your home price, mortgage terms, ownership costs, rent, and expected growth rates above. The tool builds both paths year by year and reports the net cost of each at your horizon, plus the break-even year if it arrives within it.

How it's calculated

Each path is tracked as a cumulative net cost:

Buy net cost = down payment + closing costs + mortgage payments + taxes and upkeep − equity (value − selling costs − loan balance)

Rent net cost = cumulative rent − investment gains on the cash not spent up front

The buy side simulates the mortgage month by month with the standard annuity payment P · r / (1 − (1 + r)−n), appreciates the home monthly, and accrues property tax and upkeep on current value; the equity credit is what makes buying win over time. The rent side grows rent annually and credits the renter the return their preserved down-payment-and-closing cash earns — the opportunity cost that keeps renting competitive. The break-even year is the first year the buy net cost drops below the rent net cost. Full formulas are on our methodology page; for the buy-side process and cost checklists, the CFPB's Buying a House resources are the primary consumer reference.

Worked example: $400,000 home vs $2,200 rent over 10 years

Take the calculator's default scenario: a $400,000 home bought with 20% down at 6.5% over 30 years (P&I payment $2,022.62, up-front cash $92,000 including 3% closing costs), 1.1% property tax and 1.5% upkeep, 3% home appreciation, 6% selling costs — against $2,200 rent growing 3% a year, with 6% investment return on the renter's preserved cash. Computed with the same engine as the tool above:

Year Buy net cost Rent net cost Cheaper path
1$55,829$20,726Renting, by $35,103
3$94,672$63,505Renting, by $31,167
5$132,311$108,067Renting, by $24,245
8$186,162$178,257Renting, by $7,905
9$203,325$202,540Renting, by $785
10$220,053$227,262Buying, by $7,209

The shape of the numbers is the lesson. Renting leads by $35,103 after year one — the buyer has paid $92,000 up front plus 6% selling costs shadowing any exit — and the gap then narrows every single year as equity builds and rent creeps up, collapsing to $785 by year 9 before flipping in year 10. A move at year 5 would leave the buyer roughly $24,000 worse off; staying past year 10 puts the buyer ahead and compounding. The break-even year is highly input-sensitive: nudge rent, appreciation, or the investment return and it can shift by years, which is why running your own numbers matters more than any rule of thumb.

When should you use this calculator?

Use it when you have a realistic price and a realistic rent for comparable homes in the same area and want the crossover year for your actual numbers. It is built for sensitivity testing: run pessimistic and optimistic appreciation (say 1% and 4%) and see how far the break-even moves; do the same with the investment return, which quietly drives the rent side. It also puts a number on flexibility — if your job or plans might move you within five years, the year-5 gap in the table above is the price of that uncertainty. And before an offer, it converts the monthly-payment framing a lender gives you into the total-cost framing the decision actually deserves.

The tool compares costs; it does not weigh the rest. Stability, schools, the freedom to renovate, landlord risk, and the discipline renting's "invest the difference" assumption requires are all real factors that sit outside the arithmetic.

Assumptions and limitations

  • Appreciation, rent growth, and investment return are constant annual rates. Real markets are lumpy; a single bad year near your exit changes the buy side materially.
  • The renter's opportunity-cost credit applies to the preserved up-front cash only, not to monthly cash-flow differences between the paths — a deliberate, documented simplification in the methodology.
  • Tax effects are excluded on both sides: no mortgage-interest or property-tax deductions, no capital-gains treatment on the home sale or the renter's portfolio.
  • Property tax and upkeep are flat percentages of current home value; PMI (typically required below 20% down), HOA dues, and major one-off repairs are not itemized — fold them into the upkeep rate.
  • The mortgage is fixed-rate for the full term; refinancing mid-horizon is not modeled.
  • Selling costs apply whenever the equity credit is computed, so the model always prices in a hypothetical sale at each year-end.

This page is educational content about how rent-versus-buy cost comparisons work. It is not financial advice and does not consider your personal circumstances. For decisions that matter, consult a qualified professional.

Last reviewed: 2026-07-09

Frequently asked questions

Is it cheaper to rent or buy?
There is no universal answer — it depends on how long you stay, local prices and rents, your mortgage rate, and what you could earn investing the cash a purchase ties up. Buying carries large up-front costs (down payment and closing costs) that are only recovered through building equity and home appreciation over time, so it tends to win the longer you stay. Renting keeps you flexible and lets you invest the money you did not sink into a home. The key figure is your break-even horizon: the number of years after which buying becomes cheaper than renting, which this calculator computes from your inputs.
What costs do people forget when buying a home?
The mortgage payment is only part of the picture. Buyers frequently overlook closing costs (often 2–5% of the price), ongoing property taxes, homeowners insurance, maintenance and repairs (a common planning figure is around 1% of the home's value per year), and any HOA dues. There is also the cost of selling later — agent commissions and fees can run several percent of the sale price. Finally, the down payment carries an opportunity cost: money locked in home equity is money not invested elsewhere. This calculator includes these factors so the comparison reflects the true cost of each path.
What is the 5% rule for rent vs buy?
The 5% rule is a screening heuristic: estimate a home's annual unrecoverable ownership costs — property tax, maintenance, and the cost of the capital tied up in it — at roughly 5% of its value, divide by 12, and compare that with the monthly rent for an equivalent home. Renting below that figure is favored; above it, buying looks better. A $400,000 home gives $20,000 ÷ 12 ≈ $1,667 a month. It is a rough first pass, not an answer: your actual mortgage rate, local taxes, appreciation, and time horizon can each move the true comparison substantially, which is why this calculator uses your real inputs instead.
How long do you have to stay for buying to beat renting?
Until the break-even year — the point where accumulated equity and appreciation finally outweigh buying's heavy up-front and ongoing costs. Common outcomes fall around five to ten years, but the figure is very sensitive to inputs: in this calculator's default scenario ($400,000 home at 6.5%, $2,200 rent), buying does not overtake renting until year 10, and the gap in year 5 is still about $24,000 in renting's favor. Higher rent or appreciation pulls the break-even earlier; higher rates, prices, or investment returns push it later. If your plans might move you before your break-even year, that uncertainty has a measurable price.
What is the price-to-rent ratio?
The price-to-rent ratio is a home's price divided by a year of rent for a comparable home. A $400,000 house against $2,200 monthly rent ($26,400 a year) gives a ratio of about 15. Lower ratios (roughly under 15) suggest markets where buying tends to be favorable; higher ratios (above about 20) suggest renting the equivalent home is cheap relative to owning it. Like all screening ratios, it compresses away the details that decide real cases — mortgage rates, taxes, appreciation, and how long you stay — so treat it as a market-level signal and run the full comparison for your own numbers.