Rent vs. Buy Calculator

Find out whether renting or buying leaves you with more money, counting the mortgage, property tax, maintenance, closing and selling costs, home appreciation and what your down payment could earn if invested. For example, if a $400,000 home rents for $2,000 a month, renting comes out about $48,139 ahead after 7 years with 20% down at a 7.03% mortgage rate; buying wins over that period only if similar rent is above $2,443 a month.

Rent vs. Buy Calculator: inputs and results

Growth & investment return

What the cash not tied up in the home would earn. Use an after-tax figure if the money would sit in a taxable account.

Raises insurance, HOA and maintenance costs each year.

Costs of owning

Percent of the home’s value.

Percent of the price in year 1.

Agent commissions, transfer taxes and other seller costs.

Percent of the loan per year, charged until the balance falls to 78% of the price (or the loan’s halfway point).

Costs of renting

Renting comes out ahead by

$48,139

after 7 years: buyer’s net worth $170,625 vs. renter’s $218,765

Buy$170,625Rent$218,765

Buying breaks even

Year 23

Break-even rent

$2,443/mo

Price-to-rent ratio

16.7

Difference in today’s dollars

$39,142

Buying would pull ahead in year 23, after your 7 years. Staying longer, or finding comparable rent above $2,443 a month, tips the result toward buying.

Monthly cost in the first year

Mortgage principal & interest
$2,135.42
Property tax
$333.33
Homeowners insurance
$207.50
Maintenance
$333.33
Cost to own
$3,009.59
Cost to rent (rent + renters insurance)
$2,015.00

Owning costs $994.59 more a month at first, so the renter invests that amount, plus the $92,000 the buyer spends upfront.

Buying over 7 years

Down payment + closing costs (3%)
$92,000
Mortgage payments (principal & interest)
$179,375
Property tax, insurance, maintenance
$80,379
Total paid to own
$351,754
Home value if sold (3%/yr growth)
$491,950
Loan balance paid off
−$291,808
Selling costs (6%)
−$29,517
Buyer’s net worth
$170,625

Renting over 7 years

Total paid to rent (rent + renters insurance)
$185,278
Invested at the start
$92,000
Invested monthly when renting costs less
$74,476
Investment growth (5%/yr)
$52,288
Renter’s net worth
$218,765

Net worth by year

$0$63K$125K$188K$250KNowYr 2Yr 4Yr 6Yr 7
  • Buyer’s net worth
  • Renter’s net worth

Year-by-year comparison

YearCost to ownCost to rentBuyer net worthRenter net worthBuy − rent
1$36,115$24,180$70,512$108,806−$38,294
2$36,430$24,905$85,597$126,033−$40,436
3$36,754$25,653$101,282$143,688−$42,406
4$37,088$26,422$117,596$161,780−$44,184
5$37,432$27,215$134,570$180,318−$45,748
6$37,786$28,031$152,235$199,310−$47,075
7$38,151$28,872$170,625$218,765−$48,139

Assumes 3% home appreciation, 3% yearly rent increases, a 5% investment return and 3% inflation on insurance, HOA and maintenance. Income taxes are not included. Net worth counts the home as if sold at the end of each year.

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Is it cheaper to rent or buy right now?

With the default assumptions, renting is cheaper over 7 years by about $48,139. That uses the 7.03% average 30-year fixed rate from Freddie Mac’s weekly survey (September 24, 2026). The first-year cost of owning is $3,010 a month, against $2,015 to rent, and buying pulls ahead in year 23. After 5 years renting leads by $45,748; after 10 years renting leads by $49,470.

Three things decide the answer for most households: how long you stay, how local rents compare with prices, and the mortgage rate compared with what your cash could earn invested. Home price growth matters too, but no one can predict it, so test a low and a high value.

How to use the rent vs. buy calculator

  1. Enter the monthly rent for a home like the one you would buy (same area, size and condition), not your current rent if it is a different kind of place.
  2. Enter the price, down payment, mortgage rate and loan term. Use a rate quote if you have one.
  3. Set how many years you expect to stay. This is the single biggest driver of the result.
  4. Review the assumptions under “Growth & investment return” and “Costs of owning”: home price growth, rent increases, investment return, property tax, insurance, maintenance and selling costs.
  5. Read the verdict, break-even year and break-even rent, then copy the link to save or share your scenario.

How the comparison works

The calculator follows two households month by month. Both start with the same cash and spend the same total each month; the only difference is where the money goes.

  • At the start, the buyer pays the down payment plus closing costs. The renter invests that same amount instead.
  • Every month, the owner pays principal and interest, PMI (with less than 20% down), property tax, insurance, HOA dues and maintenance; the renter pays rent and renters insurance. Whoever pays less invests the difference.
  • Each year, rent rises by the rent increase, property tax follows the home’s value, and insurance, HOA and maintenance rise with inflation.
  • At the end, the buyer sells: net worth is the home’s value minus the loan payoff and selling costs, plus any investments. The renter’s net worth is the investment account.
Buyer’s net worth after N months
Wbuy=VN(1−s)−BN+Aown

W_buy = V_N × (1 − s) − B_N + A_own

V_N
home value = price × (1 + appreciation)^years
s
selling costs as a share of the sale price
B_N
remaining mortgage balance
A_own
owner’s investments, from months when owning cost less than renting
Renter’s net worth after N months
Wrent=U(1+i)N+∑m=1Nmax(dm,0)(1+i)N−m

W_rent = U × (1 + i)^N + Σ max(d_m, 0) × (1 + i)^(N − m)

U
down payment + buying closing costs
d_m
owner’s cost minus renter’s cost in month m
i
monthly investment return = (1 + annual return)^(1/12) − 1
N
months you stay = years × 12

Worked example

The buyer puts $80,000 down on a $400,000 home and pays $12,000 (3%) in closing costs, so the renter invests U = $92,000. In month one, owning costs $3,009.59 ($2,135.42 principal and interest, $333.33 property tax, $207.50 insurance and $333.33 maintenance) while renting costs $2,015.00. The renter invests the $994.59 difference.

After 7 years at 3% growth the home is worth $491,950. Subtracting the $291,808 loan balance and $29,517 of selling costs leaves the buyer with $170,625. The renter’s account, growing at 5%, reaches $218,765. Renting is ahead by $48,139, or $39,142 in today’s dollars.

What rent makes buying worth it?

The table shows the break-even rent: if a similar home rents for more than this today, buying comes out ahead over the stay shown. It uses the calculator’s default assumptions (20% down, 7.03% 30-year rate, 1% property tax, 1% maintenance, 3% price growth, 3% rent increases, 5% investment return), with insurance of $2,490 a year at every price.

Monthly rent above which buying beats renting, by years you stay
Home price3 years5 years7 years10 years15 years
$250,000$1,988$1,720$1,599$1,499$1,407
$300,000$2,347$2,026$1,880$1,760$1,650
$400,000$3,065$2,637$2,443$2,283$2,136
$500,000$3,783$3,248$3,005$2,805$2,622
$600,000$4,501$3,860$3,568$3,328$3,107
$750,000$5,578$4,776$4,412$4,112$3,836

Longer stays lower the bar because the upfront and selling costs are spread over more years and more of each payment builds equity.

Which assumptions change the answer most?

Home price growth and the return on invested cash pull in opposite directions. Here is how the default $400,000 example changes after 7 years (positive numbers mean buying comes out ahead):

Buy minus rent after 7 years, by price growth and investment return
Home price growth3% return5% return7% return
1% a year−$82,967−$105,456−$130,394
2% a year−$55,124−$77,654−$102,634
3% a year−$25,569−$48,139−$73,163
4% a year+$5,786−$16,827−$41,894
5% a year+$39,029+$16,373−$8,739

Our defaults are middle-of-the-road, not forecasts. NAR’s median existing-home price was $429,100 in August 2026, up 1.6% from a year earlier. S&P 500 stocks have returned about 10% a year from 1928 through 2025 (NYU Stern data), but with deep drops along the way, while top savings accounts pay about 4%; 5% reflects a mix. Consumer prices rose 2.5% a year on average from 1995 to 2025 (BLS CPI-U) and 3.4% in the latest 12 months, so we grow costs at 3%.

The price-to-rent ratio

The price-to-rent ratio divides a home’s price by a year of rent for a similar home. For the default example it is $400,000 ÷ ($2,000 × 12) = 16.7, meaning a year’s rent equals 6% of the price. The lower the ratio, the more attractive buying is. Using the break-even rent for a 7-year stay, our model needs a ratio of about 13.6 or lower before buying wins with today’s default assumptions.

Compare like with like: a three-bedroom house and a one-bedroom apartment in the same city will give very different ratios. The ratio also ignores how long you stay, which is why the full calculation above is more reliable.

The 5% rule of thumb

The 5% rule, popularized by Ben Felix in his video “Renting vs. Buying a Home: The 5% Rule,” estimates the yearly unrecoverable cost of owning as 5% of the home’s value: roughly 1% property tax, 1% maintenance and 3% cost of capital (mortgage interest and the return your down payment gives up). If similar rent is below that amount, renting is likely cheaper.

Break-even rent≈0.05×home price12

Break-even monthly rent ≈ 0.05 × home price ÷ 12

For a $400,000 home, that is 0.05 × $400,000 ÷ 12 = $1,667 a month. The month-by-month model puts the break-even rent for a 7-year stay at $2,443. The gap comes from what the rule leaves out: closing and selling costs of 9% of the price, and a cost of capital that rises with mortgage rates. Treat the 5% rule as a first screen, not an answer.

Hidden costs of owning a home

The mortgage payment is only part of the bill. In the default example, owning also involves:

  • Closing costs: $12,000 at 3% of the price. The CFPB says closing costs typically run 2% to 5% of the purchase price.
  • Mortgage interest: $22,393 in year one; early payments are mostly interest.
  • Property tax: $4,000 a year at 1%, rising as the home gains value. Rates vary widely by state and county.
  • Maintenance and repairs: $4,000 a year at 1%. Roofs, HVAC systems and water heaters wear out on their own schedule.
  • Homeowners insurance: $2,490 a year, versus the $180 renters policy assumed for the renter.
  • Opportunity cost: the $92,000 paid upfront could have earned about $4,600 in a year at 5%.
  • Selling costs: $29,517 after 7 years at 6% of the sale price, covering agent commissions (which are negotiable), transfer taxes and other seller fees.
  • HOA dues, PMI and special assessments where they apply.

Unrecoverable owning costs in year one come to about $37,483 ($3,124 a month) before any appreciation, versus $24,180 of rent and renters insurance. See the full payment breakdown in our mortgage calculator.

When renting wins, and when buying wins

Renting tends to come out ahead when:

  • You may move within a few years, before appreciation and loan paydown cover the 9% it costs to buy and sell.
  • Homes are expensive relative to rents (a high price-to-rent ratio).
  • Mortgage rates are high compared with what you could earn on your cash.
  • You actually invest the down payment and any monthly savings. Renting only builds wealth if the difference is saved.

Buying tends to come out ahead when:

  • You plan to stay a long time; the principal and interest on a fixed-rate loan stay level while rent keeps rising.
  • Rents are high relative to prices, or rising quickly in your area.
  • You value the forced savings of paying down a mortgage and the stability of controlling your home.

Money is not the whole decision. Flexibility, school districts, the freedom to renovate and the hassle of repairs all count. Check how much you can borrow with the house affordability calculator, and see what investing the difference could grow to with the investment calculator.

Why income taxes are left out

Mortgage interest and property tax are deductible only if you itemize, and most households take the standard deduction instead: 88.5% of federal returns for tax year 2022 did, according to IRS Statistics of Income. For 2026 the standard deduction is $16,100 for single filers and $32,200 for married couples filing jointly. In the default example, year-one mortgage interest plus property tax total $26,393; only the amount by which all your itemized deductions exceed the standard deduction lowers your taxable income. Interest is deductible on up to $750,000 of mortgage debt taken out after December 15, 2017 ($375,000 if married filing separately), and state and local taxes, including property tax, are capped at $40,400 for most filers in 2026.

Taxes on gains also tend to favor owners. When you sell your main home, you can exclude up to $250,000 of gain ($500,000 for married couples filing jointly) if you owned and lived in it for at least two of the previous five years. A renter’s investment gains, by contrast, may be taxed. To reflect that, enter an after-tax investment return.

Frequently asked questions

Is it better to rent or buy a house?

It depends mostly on how long you stay, local prices versus rents, and mortgage rates. In our default example (a $400,000 home that rents for $2,000 a month, 20% down at 7.03%), renting comes out $48,139 ahead after 7 years, and buying pulls ahead in year 23. Enter your own rent, price and plans to see which wins for you.

How long do you need to stay in a house for buying to beat renting?

Long enough for appreciation and loan paydown to cover the upfront and exit costs. Buying and selling cost 9% of the price in our default assumptions (3% to buy, 6% to sell), so a short stay rarely pays off. With the defaults, buying pulls ahead in year 23. Higher rents, faster price growth or lower mortgage rates shorten that time.

What is the 5% rule for renting vs. buying?

The 5% rule is a quick estimate of the yearly unrecoverable cost of owning: about 1% for property tax, 1% for maintenance and 3% for the cost of capital, or 5% of the home’s value. Divide by 12 to get a break-even rent. For a $400,000 home that is $1,667 a month. If you can rent a similar home for less, renting is likely the better financial deal.

What is a good price-to-rent ratio?

Lower is better for buying. The price-to-rent ratio is the home price divided by a year of rent for a similar home, and the 5% rule implies a break-even ratio of 20. With today’s default assumptions, our full model needs a ratio of about 13.6 or lower for buying to win over 7 years, because mortgage rates and transaction costs raise the cost of owning.

Is paying rent throwing money away?

No. Rent buys housing, and owners have unrecoverable costs too. In the default example, year-one mortgage interest, property tax, insurance, maintenance and the $4,600 the upfront cash could have earned add up to $37,483, or $3,124 a month, versus $2,000 in rent. Appreciation of about $12,000 a year offsets part of that for the owner.

Does the calculator include the mortgage interest deduction?

No. Mortgage interest and property tax only reduce your taxes if you itemize, and most filers don’t: 88.5% of 2022 federal returns claimed the standard deduction, according to IRS data. For 2026 the standard deduction is $16,100 for single filers and $32,200 for married couples filing jointly. If you will itemize, buying looks somewhat better than the calculator shows.

What home appreciation rate should I use?

Use a modest long-term figure rather than recent peaks. Our default is 3% a year; the table on this page shows how much the answer changes between 1% and 5%. You can check your area’s history in the Federal Housing Finance Agency’s House Price Index, which covers states, metro areas and ZIP codes. Remember that prices can also fall.

Sources

  1. Figure out how much you want to spend (closing costs) — Consumer Financial Protection Bureau
  2. Topic no. 701, Sale of your home — Internal Revenue Service
  3. Publication 936, Home Mortgage Interest Deduction — Internal Revenue Service
  4. Publication 1304, Individual Income Tax Returns Complete Report 2022 — IRS Statistics of Income
  5. IRS releases tax inflation adjustments for tax year 2026 — Internal Revenue Service
  6. Primary Mortgage Market Survey (PMMS) — Freddie Mac

This calculator provides estimates for educational purposes only. Results depend on the information you enter and on assumptions described on this page; actual loan terms, taxes and returns will vary. It is not financial, tax, legal or investment advice. See our methodology and terms of use.