Tool · Investor Sam Home

Rent vs Buy Calculator

June 30, 2026 • By the Investor Sam Editorial Team • Reviewed by Berly Sam Varghese, Editor
Buying is not automatically better than renting — the answer hinges on how long you stay, how fast prices grow, and what you give up in maintenance and selling costs. This calculator tallies the full cost of owning over your horizon (mortgage, taxes, insurance, upkeep, and the 6% or so it costs to sell), subtracts the equity and appreciation you build, and compares that net number to renting with annual rent increases. The result shows which path leaves you financially ahead for your specific plan.

Example: Home price: 400000 $ · Down payment: 20 % · Mortgage rate: 6.5 % · Years you plan to stay: 7 years · Current monthly rent: 2200 $ · Annual rent increase: 3 % · Home appreciation rate: 3.5 % · Property tax rate: 1.1 % · Home insurance (annual): 1600 $ · Annual maintenance (% of value): 1 %

Buying advantage over renting$71,434
Net cost of buying$130,855
Total cost of renting$202,289

Worked example

On a $400,000 home held 7 years with 20% down at 6.5%, you spend the $80,000 down plus mortgage, taxes, insurance, and about 1% a year in upkeep. At 3.5% appreciation the home grows to roughly $509,000, and after paying down the loan and subtracting 6% selling costs your net equity is large enough that the net cost of owning comes out well below renting at $2,200 a month rising 3% a year. In this scenario buying is ahead by tens of thousands — but shorten the stay to 2 or 3 years and selling costs can flip the answer to renting.

Frequently asked questions

When does renting beat buying?

Short stays are the classic case. Because buying and selling a home carries large one-time costs — often 6% or more to sell alone — a stay of only a couple of years rarely gives appreciation and equity time to overcome them, so renting wins.

Why include selling costs?

You only capture a home's appreciation when you sell, and selling typically costs about 6% of the price in agent commissions and closing fees. Ignoring that overstates the benefit of owning, so this calculator subtracts it from your equity.

What appreciation rate should I use?

Long-run U.S. home price growth has historically been in the low single digits above inflation, but it varies widely by market. Use a conservative 3 to 4% unless you have strong local data, and try a lower number to stress-test the decision.

Does this account for the tax benefits of owning?

This model focuses on cash costs and equity. Mortgage-interest and property-tax deductions can help owners who itemize, which would tilt the result further toward buying, but many households take the standard deduction and see no benefit.

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Sources

Berly Sam Varghese · Editor, Investor Sam

Berly Sam Varghese is an engineer who treats money the way he treats any hard problem — something to be engineered, not gambled on. He funded years of education and built real financial stability the patient way, by living below his means and investing rather than borrowing. He writes for the person trying to make a home a sound decision, not just a purchase. He reviews and approves every article on Investor Sam and checks the figures against primary sources before anything is published. More about our standards.