Results at Year 10
Cumulative Net Cost Over Time
How This Calculator Works
Most rent vs buy tools only compare the mortgage payment to rent. This calculator includes every major financial factor:
Buying side costs
- Mortgage payments — principal and interest, calculated using standard amortization
- Property taxes — annual % of home value
- Homeowner's insurance — monthly premium
- Maintenance & repairs — historically ~1–2% of home value per year
- HOA/condo fees — if applicable
- Transaction costs — buying (3–5%) and selling costs (5–7%) amortized over your analysis horizon
- Opportunity cost — the investment return you forego by tying up capital in a down payment
- Minus: equity built — principal paid down plus home appreciation
Renting side costs
- Rent payments — growing annually at your specified rate
- Renter's insurance — typically $10–20/month
- Investment growth — the down payment stays invested and compounds
The break-even formula
We track cumulative net cost year by year. For buying, net cost = (mortgage + taxes + insurance + maintenance + HOA + transaction costs + opportunity cost foregone) − (equity: principal paydown + appreciation). For renting, net cost = (rent + renter's insurance) − (investment growth of down payment). The year where buying net cost first drops below renting net cost is the break-even year.
Renting vs Buying: Key Factors Beyond the Math
The numbers matter, but they're not everything. Here are the non-financial factors that often tip the decision:
When renting makes sense
- You plan to move within 3–5 years (transaction costs aren't recovered)
- Home prices in your area are very high relative to rents (high price-to-rent ratio)
- Your job or personal situation may require relocation flexibility
- You want to avoid maintenance responsibility and unexpected repair costs
When buying makes sense
- You plan to stay 7+ years in the same area
- Mortgage payments are close to or below local rents
- You value stability, customization, and building equity
- Local appreciation trends are strong historically
The price-to-rent ratio
Divide the home price by annual rent. A ratio below 15 generally favors buying; above 20 generally favors renting in the near term. This is a quick heuristic — the full calculator above gives you a precise answer for your numbers.
Compare current mortgage rates from lenders to see if a lower rate changes your break-even year. Even 0.5% can shift the verdict by 1–2 years.