Rent vs Buy

Homebuying is often considered a core component of the American dream. From a financial perspective, owning can also be a financial burden. This tool helps you understand the short and long-term costs of the rent vs. buy decision. The methodology is comprehensive, taking into consideration the following factors:
  • The upfront capital commitments to both rent and purchase a home.
  • The ongoing costs associated with renting and owning a home.
  • The costs of obtaining and paying down a mortgage.
  • The potential tax benefits of a mortgage.
  • The capital gain exemption when selling your primary residence.
  • The opportunity cost of dedicating your dollars to paying rent or purchasing a home rather than investing those dollars in an investment portfolio.

The output illustrates the average monthly cost of both renting and buying over a series of 30 years. While this tool cannot incorporate every nuance or factor impacting your personal situation, it serves as a baseline comparison of your available choices, given the inputs you provide.

Rent Assumptions

Market & Tax Assumptions

Buy Assumptions

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*This calculator is provided for illustrative and educational purposes only. The results are hypothetical, based on the information you input, and are not guarantees of future performance. This tool does not constitute investment, tax, or legal advice. Please consult a qualified financial professional before making any financial decisions.

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