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Rent vs Buy Calculator

Should you rent or buy? Compare monthly rent against mortgage payments and homeownership costs to find the break-even point.

Rent vs Buy Analysis

The rent vs. buy decision is one of the largest financial choices most people make. This calculator compares the true total cost of each option over a 5-year horizon — accounting for all the hidden costs of homeownership that are often overlooked.

Monthly cost of buying:

Monthly Mortgage (P&I) = P × [r(1+r)^n] / [(1+r)^n − 1]

Where P = loan amount, r = monthly interest rate, n = number of payments (months)

Additional monthly homeownership costs:

Cost Typical Amount
Property tax 1.0–2.5% of value / 12 months
Homeowner’s insurance 0.3–0.5% of value / 12 months
HOA fees (if applicable) $100–$600/month
Maintenance & repairs 0.5–1.5% of value / 12 months
PMI (if < 20% down) 0.5–1.0% of loan / 12 months

Monthly cost of renting:

  • Monthly rent
  • Renter’s insurance: typically $15–30/month
  • No maintenance costs (landlord’s responsibility)

5-year total cost of buying:

Total = (Monthly PITI) × 60 + Transaction costs in − Equity built + Opportunity cost of down payment

Transaction costs — the hidden drag:

  • Purchase costs: ~3–5% of purchase price (closing costs, inspection, title)
  • Selling costs: 5–6% commission + ~1% closing costs on exit
  • Total roundtrip: 8–11% of home value just in transaction friction

The break-even timeline: Most research places the rent-vs-buy break-even at 5–7 years in a typical market. Buying costs less in the long run — but only after you’ve been in the home long enough for equity and appreciation to overcome the high transaction costs.

Key variables that shift the calculation:

  • Rent-to-price ratio: Annual rent / home price. Above 5% favors renting; below 3% strongly favors buying
  • Mortgage rate: Each 1% increase in rate adds ~10% to monthly payment on a 30-year loan
  • Home appreciation rate: Historically ~3–4%/year nationally (varies dramatically by metro)
  • Investment return on down payment: If invested instead, a down payment earning 7%/year is a real opportunity cost of buying
  • How long you plan to stay: The #1 factor — short stays almost always favor renting

This calculator uses your actual inputs to show the 5-year true cost of each path in your specific situation.


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