Educational content only — not financial advice

Rent vs Buy
Calculator

Compare the true total cost of homeownership vs renting, including hidden costs and limited tax benefits

Property Tax NOT Deductible

The $10K SALT cap is typically consumed by state income tax alone for high earners. Your property tax provides zero federal tax benefit.

Mortgage Interest Capped at $750K

Only interest on the first $750K of mortgage debt is deductible. Larger loans get prorated deductions.

Calculator

Enter your numbers to compare renting vs buying over time

Home Purchase

Rental Costs

Assumptions

Return on down payment if renting

35% is 2nd highest bracket (37% is top)

10-Year Comparison

Renting Wins
Saves $1,634,805 over 10 years
Homeowner Position
Total Cash Out $1,513,239
└ Mortgage Payments $910,178
└ Property Tax $180,000
└ Insurance/Maintenance/HOA $123,061
Home Equity (net of 6% selling) +$392,686
Net Cost $1,120,553
Renter Position
Total Rent Paid $622,049
Down Payment Invested $300,000
Investment Portfolio +$1,436,302
Net Cost $-514,253
Monthly Payment
$7,585
Loan Amount
$1,200,000
Total Interest
$727,491
Deductible Interest
$454,682
Capped at $750K debt
Total Tax Savings (35% bracket)
$56,939
Only interest above $29,200 std deduction

Month-by-Month Cost Comparison (First 2 Years)

Buy (Net) = True Cost: Excludes principal (builds equity) and includes mortgage interest tax benefit at 35% rate. This is the actual money "lost" each month vs rent.
Month Buy (Gross) Buy (Net) Rent Net Diff
1 $10,585 $8,930 $4,525 +$ 4,405
2 $10,585 $8,925 $4,525 +$ 4,400
3 $10,585 $8,921 $4,525 +$ 4,396
4 $10,585 $8,916 $4,525 +$ 4,391
5 $10,585 $8,911 $4,525 +$ 4,386
6 $10,585 $8,907 $4,525 +$ 4,382
7 $10,585 $8,902 $4,525 +$ 4,377
8 $10,585 $8,897 $4,525 +$ 4,372
9 $10,585 $8,892 $4,525 +$ 4,367
10 $10,585 $8,888 $4,525 +$ 4,363
11 $10,585 $8,883 $4,525 +$ 4,358
12 $10,585 $8,878 $4,525 +$ 4,353
13 $10,585 $8,873 $4,660 +$ 4,213
14 $10,585 $8,868 $4,660 +$ 4,208
15 $10,585 $8,863 $4,660 +$ 4,203
16 $10,585 $8,858 $4,660 +$ 4,198
17 $10,585 $8,853 $4,660 +$ 4,193
18 $10,585 $8,848 $4,660 +$ 4,188
19 $10,585 $8,843 $4,660 +$ 4,183
20 $10,585 $8,838 $4,660 +$ 4,178
21 $10,585 $8,833 $4,660 +$ 4,173
22 $10,585 $8,828 $4,660 +$ 4,168
23 $10,585 $8,823 $4,660 +$ 4,163
24 $10,585 $8,818 $4,660 +$ 4,158
24-Mo Total $254,036 $212,996
($27,724 equity)
$110,220 +$ 102,776

Click any row to see the detailed breakdown. Tax benefit calculated based on mortgage interest deduction for MFJ (capped at $750K debt), only applicable if itemized deductions exceed the standard deduction.

The True Cost of Homeownership

Ongoing Homeowner Costs

  • Mortgage Principal + Interest — Major monthly payment
  • Property Tax — 1-3% of home value annually, NOT tax deductible
  • Home Insurance — Required by lender
  • Maintenance — Budget 1-2% of home value yearly
  • HOA Fees — If applicable, often increasing
  • Opportunity Cost — Down payment not invested

Renter Costs

  • Monthly Rent — Typically increases 3-5%/year
  • Renter's Insurance — ~$200-400/year
  • No maintenance costs
  • No property tax
  • Flexibility to move
  • Can invest down payment — In stocks/bonds

The Tax Deduction Myth

Mortgage Interest Deduction is Limited

  • • Only deductible on the first $750,000 of mortgage debt
  • • Only beneficial if you itemize deductions
  • • Standard deduction is $29,200 (MFJ) — you only benefit from interest above this amount
  • • Interest payments decline over time as you pay down principal

Property Tax is Essentially NOT Deductible

  • • SALT cap limits state + local taxes to $10,000 total
  • • For high earners, state income tax alone often hits the $10K cap
  • • Example: $500K income in California = ~$50K state tax, but only $10K deductible
  • • Your property tax provides zero additional federal benefit

Bottom Line

Don't buy a house "for the tax benefits." For most high earners, the only real tax benefit is mortgage interest on debt up to $750K, and only if that interest plus other itemized deductions exceeds the standard deduction. Property tax provides zero benefit.

Important Disclaimer

This calculator is for educational purposes only. Real estate decisions depend on many factors not included here: local market conditions, personal circumstances, career stability, lifestyle preferences, and more. Always consult with a financial advisor before making major financial decisions.