Home Loans

Rent vs Buy Calculator

Renting isn’t “throwing money away,” and buying isn’t automatically building wealth. This calculator compares both over the years you’ll actually stay — including the return your down payment could earn if you invested it — and tells you the year buying pulls ahead.

Your situation

Compare a home you’d buy with a similar place you’d rent. New to this? The defaults are realistic — just change the price, the rent and how long you’ll stay.

The price of the home you’d buy.

$

Rent for a comparable place to live.

$

Percent of the price you’d put down.

%

Your expected interest rate.

%

Length of the mortgage, in years.

yrs

The single biggest factor — how long before you’d sell or move.

yrs
Adjust the assumptions

How fast the home’s value grows. ~3% is a common long-run estimate.

%

How fast your rent rises each year.

%

What the renter’s invested down payment earns. ~6% is a common stock/bond mix.

%

Annual property tax as a percent of home value.

%

Upkeep and repairs as a percent of home value. ~1% is a common rule of thumb.

%

Annual homeowners insurance (renters insurance is far cheaper and left out).

$

Homeowners-association dues, if any.

$

Upfront costs of purchasing, as a percent of price. ~2–4%.

%

Realtor and closing costs when you sell, as a percent of sale price. ~6%.

%
Over the years you’ll stay
 
Buying breaks even
Wealth if you buy
$0
Wealth if you rent
$0
Renting wins below
$0

Your wealth: buying vs renting

Net wealth each year on both paths. Where the lines cross is your breakeven point.

Year by year

Estimated net wealth on each path, by year
YearIf you buyIf you rentAhead

How the rent vs buy decision really works

The popular wisdom — “renting is throwing money away” — is wrong, or at least incomplete. Renting buys you a place to live and keeps your savings liquid and invested. Buying buys you a place to live and slowly converts your payments into equity, but it ties up a big chunk of cash and comes with costs renters never see: property tax, maintenance, insurance, and the 3%-to-buy, 6%-to-sell transaction costs that bookend ownership.

A fair comparison has to do two things most rules of thumb skip. First, it has to give the renter credit for investing the down payment instead of sinking it into a house. Second, it has to look at the full time horizon, because the upfront costs of buying only pay off if you stay long enough to spread them out. This calculator does both: it runs your money month by month down each path and compares where you end up.

The single most important input

How long you’ll stay. Buy and sell within three or four years and the transaction costs alone can wipe out any equity gains — renting almost always wins. Stay ten years and buying usually pulls comfortably ahead. The breakeven year is where the two paths meet, and it’s the honest answer to “should I rent or buy.”

How we calculate it

Both paths start on equal footing and “spend” the same amount on housing each month. Whichever path costs less that month invests the surplus at your expected return, so neither side gets a free pass. We then compare the wealth each path leaves you with:

Buyer’s wealth = home value − selling costs − remaining loan + side investments
Renter’s wealth = down payment + closing costs + monthly savings, all invested and grown

Worked example: On a $400,000 home with 20% down at 6.5% versus $2,500 rent, staying 7 years, buying ends up roughly $11,000 ahead — and breaks even around year 6. Drop the rent to about $2,400 and the two are a wash; below that, renting and investing the difference comes out ahead.

What tips the answer

Glossary

Breakeven year
The year your wealth from buying catches up to your wealth from renting and investing the difference.
Opportunity cost
The return your down payment and closing costs could have earned if invested instead of spent on a home.
Price-to-rent ratio
Home price divided by a year’s rent. Higher ratios (pricey homes, cheap rent) tend to favor renting.
Transaction costs
The one-time costs of buying (~2–4%) and selling (~6%) a home that buying has to overcome to pay off.

Frequently asked questions

Is it better to rent or buy a home?

It depends mostly on how long you’ll stay. Buying carries large upfront and selling costs that take years to earn back, so a short stay usually favors renting and a long stay favors buying. This calculator finds your breakeven year — the point where buying overtakes renting once you account for the down payment you could have invested instead.

What is the breakeven point for buying vs renting?

It’s the year your wealth from buying — home equity after selling costs, plus any side investments — catches up to the wealth you’d have from renting and investing the difference. Before that year renting leaves you richer; after it, buying does. With typical assumptions it often lands between years 4 and 8.

Why does the down payment count as a cost of buying?

Because that money has an opportunity cost. If you rent instead of buy, your down payment and closing costs stay invested and grow. A fair comparison gives the renter credit for those investment returns — which is why simple “mortgage vs rent” comparisons overstate the case for buying.

Does buying always build wealth?

No. Buying builds equity, but if you sell within a few years the transaction costs (roughly 3% to buy and 6% to sell) plus the lost investment returns on your down payment can leave you worse off than renting. Buying tends to win only once you stay long enough to spread those costs out — which is what the breakeven year tells you.

Educational tool only — not financial advice. Results depend heavily on assumptions about appreciation, rent growth and investment returns, none of which are guaranteed. This model leaves out taxes (such as the mortgage-interest deduction, which most filers no longer itemize) and the personal, non-financial reasons to rent or own. Treat the output as a starting point, not a verdict.

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