How it works
1 Enter the home price, rent, and how long you'd stay.
2 We compare buying (equity from appreciation + principal paydown, net of all carrying costs) against renting and investing the difference (down payment + closing costs + any monthly savings, compounded at your expected return).
3 The chart shows when buying actually pulls ahead — and how much you'd net at sale on your time horizon.
$450,000
20%
6.36%
Current Freddie Mac PMMS — verify against latest.
$2,200/mo
Look up what similar homes (same beds + zip) actually rent for on Zillow. Quick gut-check: monthly rent is typically 0.4–0.7% of home value — lower in NYC/SF, higher in low-cost metros.
7.0%
Long-run S&P 500 real return is roughly 7%.
7 years
Advanced Assumptions
30 years
3.0%/yr
US long-run average is ~3-4% nominal. Recent years have been higher.
1.20%/yr
National average is ~1.1%. Texas ~1.6%, California ~0.75%, NJ ~2.2%.
$0/mo
0.50%/yr
Typical is 0.4-0.6% of home value annually.
1.50%/yr
Rule of thumb is 1-2% of home value per year for repairs + upkeep.
$15/mo
3.0%
6.0%
Agent commission + transfer taxes + fees typically 5-7%.
3.0%/yr
How much your rent rises each year. CPI rent index has averaged ~3.5%.
// The Verdict
Calculating...
Buy: Net Worth at Sale
$0
Rent + Invest: Net Worth
$0
Difference
$0
The Crossover

Both lines show your projected net worth from each path. The crossover is the year buying overtakes rent + invest.

Buy
Rent + Invest
Crossover (dashed)
How to read this chart
Purple (Buy): equity from sale at each year — sale price after closing costs, minus remaining mortgage balance, plus any cash flow saved if buying is cheaper than renting.
Green (Rent + Invest): the down payment + closing costs invested at your expected return, plus any monthly cash flow saved when renting is cheaper than buying.
Amber dashed line: the first year buying overtakes renting. Before that year, you're losing money by buying.

The real math of rent vs. buy.

Most rent-vs-buy conversations are framed as "buying builds equity, renting throws money away." That's incomplete. The actual comparison is total wealth at sale, after every cost on both sides — and most importantly, including the opportunity cost of the money you'd otherwise invest.

On the buy side, your net worth at any point is the sale value of the home (minus selling costs) minus your remaining mortgage balance. The down payment is no longer cash — it's locked into equity. You also pay property tax, insurance, maintenance, and (often) HOA every month. None of those build equity.

On the rent side, the apples-to-apples comparison is: take the same down payment + closing costs the buyer spent upfront, invest it instead, and compound it at your expected return. Each month, whichever side is cheaper, the difference also gets invested.

The crossover year is when buying's accumulated equity (plus appreciation) finally beats what the rent-and-invest portfolio would have grown to. Below a typical 5-7 year horizon, closing costs and the opportunity cost of the down payment usually mean buying loses — even in a "good" housing market. Above 10+ years, buying usually wins (especially in low-property-tax states).

This calculator ignores PMI (added cost when down payment is under 20%), mortgage interest deduction (only matters if you itemize, which most filers don't post-TCJA), and tax differences between investment accounts. Each of those would slightly shift the crossover — but rarely change the headline answer.

Keep running the numbers.

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