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Rent vs. Buy Calculator

Make the right move. Compare the true cost of homeownership against renting and investing the difference.

The Basics

$
$
%
%
Years
Buying Costs
%
Origination fees, title, appraisal.
%
Agent commissions (usually 6%).
%
i The '1% Rule' suggests saving 1% of your home's value annually for repairs. Older homes may need more.
%
1% rule is standard.
$
$
Renting Costs
$
%
Market Assumptions
i National average is around 3-4%. Hot markets may be 5-7%+, while slower markets may be 1-2%. Location matters!
%
%
Return on saved cash.
Tax Assumptions
i The tax rate applied to your *last* dollar earned. Used to calculate tax deduction benefits.
%
Your marginal tax rate.
Affects standard deduction threshold.
Behavioral Assumptions
i If renting is cheaper, what % of the monthly savings will you *actually* invest? Be honest! (Default: 50%)
%
What % of rent savings will you actually invest? Be honest.
After 7 Years
Buying Wins
by $12,450

Based on Net Wealth (Equity vs. Investments)

Monthly Payment Breakdown (Year 1)

Buying
Mortgage (P&I) $0
Property Tax $0
Home Insurance $0
Maintenance $0
HOA $0
Subtotal $0
Tax Savings $0
Effective Cost $0
Renting
Monthly Rent $0
Renter's Insurance $0
Total Cost $0
Renting is $500/mo cheaper

How we calculate this:

  • Buying Wealth: Home Value minus Mortgage Balance, minus Selling Costs (6%).
  • Renting Wealth: Initial Down Payment + Closing Costs invested, plus any monthly savings invested at 7%.
  • Tax Benefits: Mortgage interest and property tax deductions (if itemizing exceeds standard deduction).

The Hidden Costs of Buying

Most calculators only look at the mortgage payment. We look at everything.

Closing Costs

The "1% Fee" & More

When you buy, you don't just pay the down payment. You pay 3-4% of the home price in "Closing Costs". This includes appraisal fees, title insurance, and yes, often a 1% origination fee just to the lender for processing the loan.

On a $350k home, that's $10,500+ gone immediately.

Maintenance

The 1% Rule

Renters call the landlord when the fridge breaks. Owners write a check. A good rule of thumb is to budget 1% of your home's value every year for maintenance.

New roof? HVAC? Water heater? It's not "if", it's "when".

Opportunity Cost

Money Making Money

The biggest hidden cost is the money you didn't invest. That $70k down payment could have grown in the stock market.

If the market returns 7% and your home appreciates 3%, your equity is working harder in the market than in your walls.

Tax Benefits

The Tax Advantage (Sometimes)

Homeowners can deduct mortgage interest and property taxes from their taxable income—but only if they itemize deductions and exceed the standard deduction ($14,600 single / $29,200 married).

The catch: Property tax deductions are capped at $10,000/year (SALT cap), and mortgage interest is only deductible on the first $750,000 of debt. Plus, as you pay down your mortgage, the interest portion decreases, making the benefit smaller over time.

Many homeowners don't actually benefit because their standard deduction is higher than their itemized deductions.

Behavioral Finance

The Discipline Gap

The math assumes perfect discipline. This calculator assumes that if renting is cheaper, you'll invest 100% of the difference every single month. But will you?

Homeownership acts as forced savings—your mortgage payment builds equity whether you feel like it or not. Renters need to manually invest their savings, and life gets in the way: vacations, dining out, that new gadget you "need."

Be honest with yourself: Use the "Savings Discipline" slider in advanced settings. If you'll only invest 50% of your rent savings, the math changes dramatically. A home might be the better choice not because of the numbers, but because it forces you to save.

This is why buying often wins in practice, even when renting wins on paper.

The Upside

Stability & Equity

It's not all bad news. Buying locks in your housing cost (no rent hikes!) and acts as forced savings.

If you stay long enough, these benefits can outweigh the hidden costs.