Finance calculators

Investment Property Calculator

Updated Aug 6, 2026 By Jehan Wadia
Rate Formulas

Investment Property Calculator — Report

An investment property can be an excellent investment. This calculator is designed to help you examine the potential return you might receive from an investment property by analyzing income, expenses, financing, and key performance ratios.

Indicates required field

Property & Financing
$
Total acquisition price of the property (required).
%
Percent of purchase price paid in cash.
$
Cash invested at closing (syncs with the % field).
$
Auto-calculated as Price − Down Payment; edit to override.
Amortization period in whole years.
%
Annual nominal rate on the loan.
Changes how the monthly payment is derived.
$
Auto-derived; overwrite with your lender quote if you like.
$
One-time costs paid at purchase; part of your cash invested.
Income
$
Annual rent at 100% occupancy.
%
Share of scheduled rent lost to empty units.
Used for per-unit ratios.
$
Optional non-rent income.
%
Leave blank to skip the reverse valuation.
Annual Operating Expenses
$
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$
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% of price
Enter a % of price and press Calc to fill the dollar field.
$
% of GSI
Typically 6%–10% of scheduled rent.
$
% of price
Use your county's effective millage rate.
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Results

Before Tax Cash Flow
Capitalization Rate
Cash on Cash Return
Debt Coverage Ratio

Income Statement & Cash Flow

Line ItemAnnual Amount
Gross Scheduled Income (GSI)
Less: Vacancy Loss
Total Actual Annual Income
Other Income
Gross Operating Income (GOI)
Total Operating Expenses
Net Operating Income (NOI)
Annual Debt Service
Before Tax Cash Flow (BTCF)

Key Operating Ratios

Capitalization Rate (CAP)
Typical Range: 4%–10% depending on market.
Cash on Cash Return (COC)
Gross Rent Multiplier (GRM)
Net Income Multiplier (NIM)
Debt Coverage Ratio (DCR)
Expense Ratio per Unit (ER)
Price Per Unit

Step-by-Step Solution

Where Every Rent Dollar Goes

Operating Expense Breakdown


Introduction

A rental property can make you money each month and grow in value over time. But not every deal is a good deal. This investment property calculator helps you find out before you buy.

Type in the purchase price, your down payment, your loan terms, the rent you expect, and your yearly costs. The calculator then shows you the numbers real estate investors care about most:

  • Net Operating Income (NOI) — rent left over after operating costs, before loan payments.
  • Before Tax Cash Flow — the cash you keep each year after costs and the mortgage.
  • Cap Rate — the return on the property itself, with no loan counted. See our dedicated Cap Rate Calculator for a closer look.
  • Cash on Cash Return — the return on the actual cash you put in.
  • Debt Coverage Ratio (DCR) — whether rent covers the loan payment. Most lenders want 1.25 or higher. Our DSCR Calculator covers this ratio in more detail.
  • GRM, price per unit, and expense ratio — quick ways to compare one deal to another.

You also get a full income statement, a step-by-step look at the math, and charts that show where every rent dollar goes. Change any number to test a different rent, rate, or price, then print your report to share with a lender or partner.

How to use our Investment Property Calculator

Enter the price, loan details, rent income, and yearly expenses for a rental property. The calculator shows your net operating income, before-tax cash flow, CAP rate, cash on cash return, debt coverage ratio, and other key numbers.

Property and financing

Purchase Price: Type the full price you will pay for the property.

Down Payment (%): Type the part of the price you pay in cash, as a percent. The dollar box updates on its own. If you are still saving, our Down Payment Calculator can help you plan.

Down Payment ($): Or type your cash down payment in dollars. The percent box updates on its own.

Amount Owed on Property: This is your loan amount. It fills in as price minus down payment. Change it if your real loan balance is different. You can also check your LTV Calculator result to see how lenders view the loan size.

Loan Term (years): Type how many years you have to pay off the loan, such as 30.

Interest Rate: Type the yearly interest rate on the loan.

Payment Type: Pick Principal & Interest for a normal loan, or Interest-Only if you pay only interest. The Interest Only Calculator shows how those payments change over time.

Monthly Loan Payment: This fills in for you. Type your lender's real quote if you have one, or press Recalculate Payment to get it back. For a full payment schedule, try the Amortization Calculator or the Mortgage Calculator.

Closing Costs: Type the one-time fees you pay at closing. This counts as cash you invest. Not sure what to expect? Use the Closing Cost Calculator.

Income

Gross Scheduled Income (annual): Type the total rent for one year if every unit stays full. The Rental Income Calculator helps you build this figure unit by unit.

Vacancy Rate: Type the percent of rent you expect to lose when units sit empty.

Number of Units: Type how many rentable units the property has. This is used for per-unit numbers.

Other Income (annual): Type extra yearly money from things like laundry, parking, storage, or pet rent. Leave it at 0 if there is none.

Required CAP Rate: Optional. Type the CAP rate you want to earn, and the tool shows what the property should be worth. Leave it blank to skip this.

Annual operating expenses

Accounting: Yearly cost for bookkeeping or tax prep.

Admin / Legal / Bank Charges: Yearly office, filing, and bank fees.

Advertising: Yearly cost to list the units and find tenants.

Electricity: Yearly power bill you pay, not the tenant. The Electricity Cost Calculator can help you estimate it.

Elevator: Yearly elevator service and repair cost.

Gas: Yearly gas bill you pay.

Landscaping: Yearly lawn, yard, and snow care.

Legal: Yearly lawyer fees, such as evictions or leases.

Maintenance & Repair: Yearly cost to fix and upkeep the property.

Payroll Taxes: Yearly taxes on any staff you pay. See the Payroll Tax Calculator for a breakdown.

Permits & Licenses: Yearly city or county rental fees.

Pest Control: Yearly bug and rodent service.

Pool: Yearly pool cleaning and care.

Property Insurance: Yearly insurance premium. You can type a percent of the price and press Calc to fill the dollar box. The Homeowners Insurance Calculator gives a starting estimate.

Property Management: Yearly fee to a manager. You can type a percent of rent (most are 6% to 10%) and press Calc.

Real Estate Taxes: Yearly property tax bill. You can type a percent of the price and press Calc, or look it up with the Property Tax Calculator.

Security: Yearly alarm, camera, or guard cost.

Supplies: Yearly cleaning and building supplies.

Telephone: Yearly phone or internet cost for the property.

Tenant Buyout: Money paid to a tenant to move out.

Trash: Yearly garbage pickup cost.

Water: Yearly water and sewer bill you pay.

Other (1) and Other (2): Use these for any yearly costs not listed above.

When you are done, press Calculate to see your results, charts, and a step-by-step solution. Press Reset Calculator to start over, or Print Report to save a copy.

What Is an Investment Property?

An investment property is real estate you buy to make money, not to live in. Most people rent it out to tenants. The rent pays the bills, and what is left over is your profit. Some owners also hope the property grows in value over time. If you are weighing owning against renting for yourself, the Rent vs Buy Calculator looks at that choice.

How Rental Property Returns Work

Money from an investment property moves through a few simple steps:

  1. Gross scheduled income — all the rent you would collect if every unit stayed full all year.
  2. Vacancy loss — rent you miss when a unit sits empty or a tenant moves out.
  3. Gross operating income (GOI) — the rent you really collect, plus extras like laundry, parking, or pet fees.
  4. Operating expenses — taxes, insurance, repairs, utilities, management, and other yearly costs.
  5. Net operating income (NOI) — GOI minus operating expenses. This does not include your loan payment.
  6. Before tax cash flow (BTCF) — NOI minus your yearly loan payments. This is the cash you keep.

Key Numbers Investors Watch

  • Cap rate — NOI divided by price. It shows the return if you paid cash, with no loan. Most markets land near 4% to 10%.
  • Cash on cash return — cash flow divided by the cash you put in (down payment plus closing costs). It shows how hard your own money works. Compare it against other options with the ROI Calculator.
  • Debt coverage ratio (DCR) — NOI divided by yearly loan payments. Above 1.00 means the rent covers the loan. Most lenders want 1.25 or higher.
  • Gross rent multiplier (GRM) — price divided by gross rent. A lower number is usually a better deal.
  • Net income multiplier (NIM) — price divided by NOI. It is the flip side of the cap rate.
  • Expense ratio — expenses as a share of income. Many rentals run near 35% to 50%.
  • Price per unit — price divided by the number of units. Good for comparing deals in the same area.

For a percentage view of income against price, the Rental Yield Calculator is a helpful companion, and the IRR Calculator or NPV Calculator can measure returns across a full holding period.

Why These Numbers Matter

Two properties can have the same price and very different returns. One may have high taxes, weak rent, or a costly loan. Running the numbers before you buy shows if the rent really covers the costs, how much cash you might keep each month, and whether a lender will approve the loan. Lenders also look at your personal debt load, which you can check with the DTI Calculator.

Things That Change Your Results

Your down payment, interest rate, and loan term set your monthly payment. A bigger down payment lowers the payment and raises cash flow, but it also ties up more cash, which can lower your cash on cash return. Interest-only loans lower payments at first but do not pay down the balance. Taxes, insurance, and repairs also shift over time, so it helps to test a few different guesses and see how the deal holds up. If you plan to pay the loan down faster, the Mortgage Extra Payment Calculator shows the effect, and the Refinance Calculator helps if rates drop later.

Costs New Investors Often Forget

  • Vacancy and tenant turnover
  • Repairs and long-term upkeep, like a roof or furnace
  • Property management fees, often 6% to 10% of rent
  • Closing costs at purchase
  • Higher insurance rates for rentals
  • Depreciation and taxes on a future sale — see the Depreciation Calculator and Capital Gains Tax Calculator

Leaving these out makes a deal look better than it is. Adding them gives you a realistic picture of your rental property's cash flow and return. For deal-specific views, try the Rental Property Calculator for long-term rentals, the Airbnb Calculator for short-term stays, the Buy To Let Mortgage Calculator for financed rentals, or the Commercial Mortgage Calculator for larger buildings.


Formulas used

Monthly Loan Payment (Principal & Interest)
M = L \times \frac{i(1+i)^n}{(1+i)^n - 1}, \quad i = \frac{r}{12}, \quad n = 12 \times \text{years}
Gross Operating Income
\text{GOI} = \left(\text{GSI} - \text{GSI} \times \frac{\text{Vacancy \%}}{100}\right) + \text{Other Income}
Net Operating Income and Before Tax Cash Flow
\text{NOI} = \text{GOI} - \text{OpEx}, \quad \text{BTCF} = \text{NOI} - (M \times 12)
Capitalization Rate
\text{CAP} = \frac{\text{NOI}}{\text{Purchase Price}} \times 100\%
Cash on Cash Return
\text{COC} = \frac{\text{BTCF}}{\text{Down Payment} + \text{Closing Costs}} \times 100\%
Debt Coverage Ratio
\text{DCR} = \frac{\text{NOI}}{\text{Annual Debt Service}}
Gross Rent Multiplier, Net Income Multiplier, Price per Unit
\text{GRM} = \frac{\text{Price}}{\text{GSI}}, \quad \text{NIM} = \frac{\text{Price}}{\text{NOI}}, \quad \text{Price/Unit} = \frac{\text{Price}}{\text{Units}}
Expense Ratio per Unit and Suggested Property Value
\text{ER}_{\text{unit}} = \frac{\frac{\text{OpEx}}{\text{GOI}} \times 100\%}{\text{Units}}, \quad \text{Value} = \frac{\text{NOI}}{\text{Required CAP}}

Frequently asked questions

Should I put my mortgage payment in the operating expenses list?

No. Leave the loan payment out of the expense boxes. The calculator already takes it from your Monthly Loan Payment field and subtracts it after NOI.

If you add it twice, your NOI and cap rate will look far worse than they really are.

Why is my before tax cash flow negative?

It means the rent you collect does not cover the operating costs plus the loan payment. You would need to pay the gap out of pocket each month.

Try one of these to fix it:

  • Raise a bigger down payment so the loan payment drops
  • Check that rent matches the local market
  • Look for expense numbers that are too high
  • Offer a lower purchase price

Can I enter monthly rent instead of yearly rent?

No. The Gross Scheduled Income box wants one full year of rent. Multiply your monthly rent by 12 first.

Example: two units at $1,750 a month = $3,500 × 12 = $42,000 a year. All expense boxes are yearly too.

What if I buy the property with cash and no loan?

Set the Down Payment to 100%. The amount owed and monthly payment both drop to $0.

Then your cash flow equals your NOI, and your cash on cash return will be close to your cap rate.

What vacancy rate should I use?

Many investors use 5% to 10%. That is about two to five weeks of empty time per year.

Use a lower number in a tight rental market with long leases. Use a higher number for student housing, short leases, or an area with lots of empty units.

Does this calculator include income taxes or depreciation?

No. It stops at before tax cash flow, so the numbers are the same for every owner no matter their tax rate.

Your real after-tax result may be better, since depreciation can lower your taxable rental income. Ask a tax pro about your case.

Why did my monthly payment change on its own?

The payment box fills itself using your loan amount, rate, term, and payment type. Change any of those and it updates.

Type your own number if you have a real lender quote. It will then stay put. Press Recalculate Payment to go back to the auto number.

What is the Amount Owed field for if it fills in by itself?

It starts as price minus down payment. You can type over it when your real loan is different, such as after a refinance, when you roll fees into the loan, or when a seller carries part of the price.

Do closing costs change my cap rate?

No. Cap rate uses only NOI and the purchase price.

Closing costs do lower your cash on cash return, because they add to the cash you put in. Down payment + closing costs = your cash invested.

Can I use this for a single family rental?

Yes. Set Number of Units to 1. Every ratio still works, and price per unit will equal the purchase price.

What should I do if my DCR is under 1.25?

Most lenders want 1.25 or more, so a lower number can mean a smaller loan or a no.

To raise DCR, put more money down, ask for a longer term, shop for a lower rate, cut expenses, or pay less for the property.

Should I add money for big future repairs?

Yes. Roofs, furnaces, and water heaters wear out. Many investors set aside 5% to 10% of rent each year for these.

Add that amount to Maintenance & Repair or to one of the Other boxes so it shows up in your NOI.

What if tenants pay their own utilities?

Leave those boxes at 0. Only enter bills you pay as the owner.

In many single family and townhouse rentals, that means water, gas, electric, and trash all stay at 0.

What does Suggested Property Value tell me?

It shows the top price you could pay and still hit the cap rate you typed in the Required CAP Rate box.

If it comes out above the asking price, the deal beats your target. If it comes out below, you are paying more than your goal allows.

Why is the expense ratio shown per unit?

The card shows total expenses as a percent of income, then splits that by unit count. This lets you line up a duplex against a 10-unit building.

Look at the total ratio too. Most rentals run near 35% to 50% of gross operating income.

Does the calculator show growth in rent or property value?

No. It gives a first-year snapshot using the numbers you type.

To test the future, run it again with higher rent, higher taxes, or a new price. That shows you how the deal holds up if things shift.

Why did the percent boxes not fill in the dollar amount?

You must press the Calc button next to the percent box. It then multiplies your percent by the purchase price (or by rent, for management) and drops the dollar amount into the field above.

Interest-only or principal and interest — which should I pick?

Pick Interest-Only if your loan does not pay down the balance yet. Payments are lower, so cash flow and DCR look better, but you owe the same amount later.

Pick Principal & Interest for a normal loan that pays off over the term.

Can I save my results?

Press Print Report. You get a clean page with your inputs, income statement, ratios, and the step-by-step math. Save it as a PDF to send to a lender, agent, or partner.