bdevy.

Real estate & rental

Real Estate Cap Rate Calculator

Capitalisation rate from net operating income and price, the measure that ignores financing entirely.

Your numbers

$
$
%
$
$
$
$
$

Result

Cap rate 6.56%
Net operating income $25,260
Effective gross income $39,060
Operating expenses $13,800
Expense ratio 35.3%
Net operating income is $25,260, a cap rate of 6.56% at $385,000. Operating expenses take 35.3% of effective income, which is the figure to compare against similar properties.

An arithmetic tool, not investment advice. Property returns depend on the local market, the condition of the building, financing terms and tax position, none of which a calculator can see. Verify the income and expense figures against actual statements rather than a seller's projection. Cap rate deliberately excludes mortgage payments, depreciation and income tax, so it measures the property rather than the deal. Two buyers paying the same price with different financing get the same cap rate and very different returns. Vacancy, repairs and capital expenditure are the three line items most often left out of a listing's numbers, and together they routinely account for 20% to 30% of gross rent. A pro forma that omits them is a marketing document, not an analysis.

Get a Free Business Audit

Questions

About this calculator

What is a good cap rate?

It is a market figure, not a target. Cap rates are low where prices are high and growth is expected, and high where risk or vacancy is. Compare only against similar properties in the same market.

Why exclude the mortgage?

Because cap rate describes the asset, not the buyer. Including financing would mean the same building had a different cap rate for every purchaser, which would make comparison impossible.

Should capital expenditure be in the expenses?

Not in NOI by convention, but it is real money. A roof and a furnace both wear out, and a cap rate that ignores reserves overstates what the property actually returns.

The formula

cap rate = net operating income / price; NOI = effective gross income - operating expenses

Put this calculator on your site

Free to embed. Paste this where you want it to appear. It stays up to date automatically because it loads from BDEVY.

Please keep the attribution line. It is the only thing we ask in return.

Estimating is the easy part

The jobs you never hear about cost more than the ones you mis-measure. BDEVY builds the marketing, systems and automation that bring them in.