Finance calculator

Free investment property calculator

Analyze a rental property investment — cap rate, cash-on-cash return, NOI, and monthly cash flow based on purchase price and expenses, updated live, as you type.

InputsLive
Purchase price
$
Down payment
$
Loan rate
%
Monthly rent
$
Vacancy rate
%
Annual property tax
$
Annual insurance
$
Annual maintenance
$
Management fee
%
Result
Monthly cash flow
$-328
Cap rate: 5.26% · CoC: -5.11%
Cash flow$-328/mo
Cap rate5.26%
Cash-on-cash-5.11%
GRM11.7

Does not include capital expenditures, vacancy surprises, or tax benefits. Consult a real estate professional for investment decisions.

Results are estimates. Consult a professional.

How it's calculated

How the investment property calculator works

Real estate investors use a handful of ratios to evaluate deals quickly. This calculator computes the five most important: net operating income (NOI), cap rate, cash-on-cash return, gross rent multiplier (GRM), and annual cash flow. Each metric answers a different question — about value, yield, leverage, and liquidity — so seasoned investors look at all five together rather than in isolation.

Effective gross rent = gross annual rent × (1 vacancy rate)
NOI = effective gross rent annual operating expenses
Cap rate = NOI / property value × 100
Annual cash flow = NOI annual debt service
Cash-on-cash return = annual cash flow / cash invested × 100
GRM = purchase price / annual gross rent

Operating expenses typically include property management (8–10% of rent), maintenance and repairs, property taxes, insurance, and reserves for capital expenditures. They do NOT include mortgage payments — debt service is handled separately so that NOI and cap rate remain financing-neutral metrics.

National Association of Realtors — Investment & Vacation Home Buyers Survey
Example

Worked example: $400k rental property

Example: $400k property, $3,000/mo rent, 20% down

Jordan is evaluating a $400,000 single-family rental. The going rent is $3,000/month ($36,000/year). Vacancy is estimated at 5%. Annual operating expenses (management, taxes, insurance, maintenance, reserves) total $12,000. Jordan plans to put 20% down ($80,000) and finance the rest at 7%, 30-year.

Effective gross rent = $36,000 × 0.95 = $34,200
NOI = $34,200 $12,000 = $22,200
Cap rate = $22,200 / $400,000 = 5.55%
Annual debt service = $2,120/mo × 12 = $25,440
Annual cash flow = $22,200 $25,440 = $3,240
Cash-on-cash = $3,240 / $80,000 = 4.05%
GRM = $400,000 / $36,000 = 11.1×
5.55% cap rate
The deal is cash-flow negative at today's rates, but the cap rate of 5.55% may be acceptable if Jordan expects appreciation or wants to hold long-term for equity building.
Quick reference

Cap rate by property price and gross rent

The table below shows approximate cap rates using a 40% expense ratio (operating expenses = 40% of gross rent). Vacancy is excluded — adjust the NOI downward 5–10% for a more conservative estimate.

Gross Monthly Rent$300k Property$400k Property$500k Property
$1,800 / mo4.32%3.24%2.59%
$2,200 / mo5.28%3.96%3.17%
$2,800 / mo6.72%5.04%4.03%
$3,500 / mo8.40%6.30%5.04%

Source: National Association of Realtors. Assumes 40% expense ratio, 0% vacancy. Cap rate = NOI / property value.

Practical tips

Tips for evaluating investment properties

The numbers only tell part of the story. Here are five principles experienced real estate investors use to stress-test a deal before committing.

  • Use the 1% rule as a quick screen — A property passes the 1% rule if monthly rent ≥ 1% of purchase price (e.g., $3,000 rent on a $300k property). It is a rough filter, not a guarantee, but it quickly eliminates overpriced deals.
  • Never underestimate expenses — New investors routinely use 25–30% expense ratios. Experienced owners budget 40–50% to account for vacancies, turnovers, unexpected repairs, and capital expenditure reserves.
  • Stress-test with a higher vacancy rate — Model vacancy at 8–10% even in strong rental markets. If the deal only works at 2% vacancy, one bad tenant cycle can wipe out a year of gains.
  • Compare cap rate to local alternatives — A 5% cap rate is attractive if 10-year Treasuries yield 3%, but less so if they yield 5%. Always evaluate cap rate relative to the risk-free rate and comparable properties in the same market.
  • Model appreciation conservatively — Do not bank on appreciation to make a negative-cash-flow deal work. Underwrite to cash-flow neutral or positive so the property sustains itself if prices stagnate.
Accuracy & limits

Accuracy and limitations

This calculator uses standard commercial real estate underwriting formulas. Results depend entirely on the accuracy of rent, vacancy, and expense inputs. Actual expenses vary significantly by property age, location, and management approach. The calculator does not model depreciation tax benefits, principal paydown, or equity appreciation — factors that can substantially change the investment's total return.

Not financial advice — consult a real estate professional for your specific situation.

Glossary

Investment property terms defined

Effective gross rent minus all operating expenses, before debt service. The core financing-neutral measure of a property's earning power.
NOI divided by the property's market value, expressed as a percentage. Used to compare properties regardless of how they are financed.
Annual cash flow (after debt service) divided by total cash invested. Measures the actual yield on money out of pocket, accounting for leverage.
Purchase price divided by annual gross rent. A quick valuation metric — lower GRM generally means better value, though it ignores expenses.
Total annual mortgage payments (principal + interest). Subtracted from NOI to arrive at cash flow.
Gross scheduled rent reduced for vacancy and credit loss. Represents the income the property actually collects.
About

About this investment property calculator

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Questions

Frequently asked questions about the free investment property calculator

An investment property calculator is a free online tool that helps you calculate cap rate, cash-on-cash, NOI for an investment property. Same engine as rental property — for explicit investment analysis. It runs entirely in your browser with instant results and no sign-up.
No — actual loan terms depend on credit, income docs, and lender underwriting. Use this for planning and what-if scenarios; get a real Loan Estimate before making decisions.
When the calculator asks for them. PITI calculations include property tax, insurance, and PMI; raw P&I calculations don't.
Lenders round payment amounts and may include escrow buffers. Property tax and insurance change over time. Real payments vary 1-5% from these estimates.

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