Housing Investment Calculator

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Property

Historical Sales

Oldest known sale anchors the appreciation CAGR. The longer the window, the more reliable the rate.

Property & Financing

Upfront Cash Requirements

What-If Analysis

Drag sliders to explore scenarios — all charts update automatically.

Appreciation Rate
Mortgage Rate
Down Payment %
Starting Rent
Rent Escalation
Analysis Horizon

Rental Income Analysis

Annual rent escalates at the configured rate. Costs include mortgage (P&I), taxes, insurance, maintenance, CapEx reserve, and HOA.

Rental Investor Analysis

Monthly Cash Flow at Current Price

Cash-on-Cash Break Even Purchase Price

Cost Breakdown

Monthly Net Wealth Change

Month-1 snapshot. Principal paydown is equity-neutral (cash → equity, zero net effect) and is excluded. Return targets benchmarked against bonds/T-bills — RE risk sits between cash and equities.

Net Wealth Change Purchase Price Targets

Appreciation-aware. Price at which monthly NWC (incl. historical CAGR appreciation) meets each target return on equity invested (down + closing costs).

Rental Investor Breakdown

Owner vs. Renter / Investor

Wealth Over Time

Appreciation Sensitivity

Terminal wealth at exit across a range of appreciation rates

Monte Carlo Analysis

Monte Carlo methodology inspired by dasokol/housing-simulation.