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Rent vs Buy as an Investment Property: Landlord Math Explained

Home Price

$400K

Monthly Rent

$2,000

Down Payment (20%)

$80K

Est. Break-Even

4 yrs

Buying a property as an investment (rental) has completely different math than buying as a primary residence. Key metrics: (1) Cap rate = (annual rent - expenses) / property price; (2) Cash-on-cash return = annual cash flow / cash invested; (3) Total return = cash flow + appreciation + mortgage paydown.

On a $400K rental property with $2,000/month rent (assuming 20% down, 6.75% rate): monthly mortgage ~$2,090, property taxes ~$367, insurance ~$133, maintenance ~$333, vacancy ~$100, property management ~$200 = ~$3,223 in total expenses vs $2,000 in rent. This is negative cash flow of ~$1,223/month — common in HCOL markets today at 6.75% rates.

The case for buying investment property anyway: appreciation + mortgage paydown. A $400K property at 3.5% appreciation gains $14,000/year, and tenants pay down ~$5,000/year in principal — total equity gain ~$19,000/year on a $80,000 cash investment = 24% total return before cash flow losses. With $14,700/year negative cash flow, net return is ~$4,300/year = 5.4% return. Compare to 7% stock returns — stocks win slightly but with no leverage.

Rental property becomes more attractive in lower-priced markets (Detroit, Cleveland, Memphis, Indianapolis) where cap rates are 6–10% and properties actually cash flow positively. A $120K property renting for $1,100/month with $700/month in expenses nets $400/month = 4% cash-on-cash return, plus appreciation and paydown. This is why "fly-over state" real estate dominates FIRE investing discussions.

Frequently Asked Questions

What cap rate is good for a rental property?expand_more
A cap rate of 5%+ is considered acceptable in HCOL markets; 7%+ is good; 10%+ is excellent (typically in LCOL markets). In 2026 with 6.75% mortgage rates, properties with cap rates below the mortgage rate create negative cash flow — meaning you need appreciation to make the investment worthwhile.
Is rental property better than stocks?expand_more
It depends on the market and execution. Stocks historically return 7% real with no work. Real estate in good markets can return 10–15% total (appreciation + cash flow + paydown) with leverage, but requires management. The key advantage of real estate: leverage amplifies returns (3.5% appreciation on $400K = 17.5% return on $80K down payment).
What is the 1% rule for rental properties?expand_more
The 1% rule: monthly rent should be at least 1% of purchase price ($400/month per $40K of home value, or $4,000/month on a $400K home). In most major US cities in 2026, properties rent at 0.4–0.6% of value — well below the 1% rule, meaning HCOL rental properties rarely cash flow positively with today's rates.

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