Real Estate Investment Calculator

Analyze rental property investments with cap rate, cash-on-cash return, and cash flow projections. Make informed real estate investment decisions.

Formula:Cap Rate = (NOI / Property Value) × 100

Investment Summary

Monthly Cash Flow

-$22

Negative cash flow

Cash-on-Cash Return

-0.31%

Annual return on investment

Cap Rate5.90%
DSCR0.99
5-Year ROI60.3%

Property Details

$300,000
50,0002,000,000
$2,500
50020,000

1% Rule: Rent should be ≥ $3,000/month (✗ Below rule)

Financing

25% ($75,000)
0100
7%
312
3% ($9,000)
16

Loan Amount

$225,000

Monthly Mortgage (P&I)

$1,497

Operating Expenses

1.2%
0.53
1%
03
8%
015
5%
020

Cash Flow Analysis

Gross Rental Income$2,500
- Vacancy (5%)-$125
= Effective Rental Income$2,375
- Operating Expenses-$900
= Net Operating Income (NOI)$1,475
- Mortgage Payment-$1,497
= Monthly Cash Flow-$22

Key Investment Metrics

5.90%

Cap Rate

-0.31%

Cash-on-Cash

10.0

GRM

0.99

DSCR

Break-Even Occupancy

95.9%

Total Cash Investment

$84,000

5-Year Projection

3%/year
010

5-Year Appreciation

$47,782

5-Year Equity

$135,986

5-Year Total Return

$50,617

5-Year ROI

60.3%

Investment Summary

Monthly Cash Flow

-$22

Negative cash flow

Cash-on-Cash Return

-0.31%

Annual return on investment

Cap Rate5.90%
DSCR0.99
5-Year ROI60.3%

What if rental income was higher?

See how different rent amounts affect your investment returns

$500$2,500$5,000
Cash Flow
-$22
Cash-on-Cash
-0.3%
Cap Rate
5.9%

Personalized Insights

4 insights based on your inputs

Negative Cash Flow Warning

This property loses $22/month. Consider negotiating a lower price or increasing rent.

Below the 1% Rule

Rent should be $3,000/month to meet the 1% rule. This property may struggle to cash flow.

DSCR Below 1.0

Income doesn't cover mortgage payments. This deal needs more down payment or higher rent.

Quick Answer

Real estate investment analysis includes: Cap Rate = NOI / Property Value, Cash-on-Cash = Annual Cash Flow / Cash Invested, ROI = Total Return / Total Investment. Our calculator provides comprehensive property analysis.

Key Facts

  • Cap rate = Net Operating Income / Property Value
  • Cash-on-cash return = Cash Flow / Cash Invested
  • Good cap rate varies by market (4-10%)
  • Include all expenses in NOI calculation
  • Leverage amplifies returns and risks
  • Consider appreciation and tax benefits

Frequently Asked Questions

Cap rate (capitalization rate) measures a property's potential return based on NOI (Net Operating Income) divided by purchase price. A 6% cap rate means the property generates 6% of its value annually before mortgage. Higher cap rates indicate higher potential returns but often higher risk.

Cash-on-cash return measures annual cash flow divided by total cash invested (down payment + closing costs). It shows the actual return on your invested capital. A 10% cash-on-cash return means you earn $10,000 annually on a $100,000 investment.

The 1% rule is a quick screening tool: monthly rent should be at least 1% of purchase price. A $200,000 property should rent for $2,000+/month. Properties meeting this rule often cash flow well, but it's just a starting point for analysis.

DSCR measures ability to cover mortgage payments with NOI. DSCR = NOI ÷ Annual Mortgage Payment. Lenders typically require 1.2-1.25 minimum. A 1.25 DSCR means NOI is 25% higher than mortgage payments, providing a safety cushion.

Key expenses: Property taxes (varies by location), insurance (0.5-1% of value), maintenance/repairs (1-2% of value for reserves), property management (8-10% of rent if hired), vacancy (5-10% of rent), utilities (if included), and HOA fees if applicable.