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Buy vs Rent Calculator

Should you buy a home or keep renting? Enter your numbers to find the break-even year and see which path builds more wealth.

Quick start — click a scenario or enter your own numbers:

$80,000

equivalent rent for this home

51530

Mortgage

$2,023/mo

Total buy cost

$2,823/mo

incl. tax + maint.

Monthly rent (yr 1)

$2,000/mo

After 10 years — net wealth comparison

Renting wins by $11,772

Renting stays ahead for the full 30-year window

Monthly rent exceeds buy cost at year 13

Net Wealth: Buy vs Rent + Invest

Home EquityRenter Portfolio
$0$173K$346K$518K$691Kyr 0yr 1yr 5yr 10yr 15yr 20

Monthly Payment Over Time

Monthly buy costMonthly rentRent exceeds buy yr 13
$0$964$2K$3K$4Kyr 0yr 1yr 5yr 10yr 15yr 20yr 13

Buy cost = mortgage + property tax + maintenance (fixed). Rent increases 3%/yr. Monthly rent exceeds buying cost at year 13.

Buy the Home

Home value$386,102
Home Equity$292,956
Monthly mortgage$2,023/mo
Total monthly cost$2,823/mo
Closing costs (upfront)$10,000

Rent + Invest

Started with (invested)$90,000
+ monthly savings investedwhen buy > rent
Portfolio Value$304,728
Rent (year 1)$2,000/mo
Rent (year 10)$2,610/mo
For informational purposes only. This calculator provides estimates based on the assumptions you enter. Results are not financial advice. Real outcomes depend on local markets, taxes, transaction costs, and many factors not fully modeled here. Consult a qualified financial advisor before making real estate decisions.

Common Questions

How is the break-even year calculated?

The break-even year is when your home equity (home value minus remaining mortgage balance) exceeds what a renter's investment portfolio would be worth — starting with the down payment and closing costs invested, plus monthly savings when buying costs more than rent. Before this point, renting and investing is ahead. After it, buying wins.

What closing costs should I use?

Typical US closing costs are 2–5% of the home price, covering loan origination fees, title insurance, appraisal, and prepaid interest. For a $400K home that's $8,000–$20,000. Use 2.5% as a conservative default. These costs penalize buyers early and are why the renter's portfolio starts ahead.

When does buying make more financial sense?

Buying wins when you stay for many years (typically 7+), when your local rent is high relative to home prices (low price-to-rent ratio), when home appreciation is strong, and when you have stable income and credit. Short-term ownership almost never beats renting financially due to closing costs and interest-heavy early payments.

What rent increase rate should I use?

US rents have historically increased about 3% per year on average nationally, but hot urban markets can see 5–8% in any given year. Use 3% for a conservative estimate. Higher rent growth makes buying look better over time, since your mortgage payment stays fixed while rent keeps rising.

Why does the renter's portfolio start ahead?

The renter starts with the down payment and closing costs fully invested. On a $400K home with 20% down and 2.5% closing costs, that's $80K + $10K = $90K earning market returns from day one. The buyer must overcome this head start through home appreciation and equity building — which is why buying takes years to catch up.