Finance & Economics / Real Estate Investment

Cap Rate Calculator

Include: property tax, insurance, maintenance, property management, utilities, HOA fees

Cap Rate Benchmarks

10%+: Excellent return, but may indicate higher risk or area

7-10%: Good investment in most markets

5-7%: Fair, typical for stable/appreciating areas

<5%: Below average, may rely on appreciation

Formula: Cap Rate = (NOI / Property Value) × 100

Estimate capitalization rate from property income and value to benchmark real-estate deals across markets and asset types.

Formula

Cap Rate (%) = Net Operating Income / Property Value * 100

Worked Example

annualNetOperatingIncome36000
propertyValue520000
Result: 6.92% cap rateA 6.92% cap rate reflects annual unlevered yield relative to purchase price before financing effects.

Frequently Asked Questions

Should financing be included in cap rate?

No. Cap rate is an unlevered metric. Use cash-on-cash return when debt financing is part of the analysis.

Is a higher cap rate always better?

Not necessarily. Higher cap rates can indicate higher risk, lower growth expectations, or asset quality concerns.