Is it better to rent or buy right now?
Short answer: depends on how long you'll stay and the rent-to-price ratio in your area. The usual break-even is 5-7 years. Shorter than that, transaction costs (~6% selling + ~2% buying + closing) eat most of any appreciation gain.
What this calculator actually does
It runs a month-by-month simulation of both paths: (1) buying — mortgage + property tax + insurance + HOA + maintenance, with home appreciating each month; (2) renting — paying rent with annual increases, investing the down-payment-you-didn't-use plus any monthly savings from lower rent. At the end of your time horizon, it sells the home (minus 6% realtor/closing) and compares the net-worth outcomes.
The 5% rule of thumb
A shortcut from Ben Felix: if annual rent is less than 5% of the home's price, renting is usually cheaper over a medium horizon. Breakdown: 1% property tax + 1% maintenance + 3% opportunity cost (6% return minus 3% appreciation). So if a $500K home rents for less than $25K/yr ($2,083/mo), renting likely wins.
When buying clearly wins
- You'll stay 10+ years in the same place
- Rent is close to or exceeds the mortgage PITI in your market
- You'd otherwise leave the down payment in cash (not invest it)
- You value the stability / lifestyle / customization a home offers
When renting clearly wins
- Less than 5-year horizon (job, grad school, unstable relationship)
- Rent-to-price ratio below 4% — usually HCOL coastal cities (SF, NYC, Seattle)
- You'll invest the difference consistently (renters who spend the savings fall behind buyers on wealth-building over long horizons)
- You have better uses for the capital (starting a business, student loans at 7%+)
Costs buyers forget
Closing costs (~2-3% at purchase), realtor fees (~6% at sale), HOA (often $200-600/mo), maintenance (plan 1% of home value annually — roof, HVAC, appliances, plumbing all wear out), property tax reassessments, PMI if less than 20% down, homeowners insurance rising (up 20%+ in CA/FL/TX in 2024-2026).
Costs renters forget
Rent increases compound — 3-5% a year compounds to nearly double rent over 20 years. Moving costs. Landlord non-renewal risk. Can't customize. Loss of forced-savings mechanism (mortgage principal is auto-investing in your home).