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WalletWaypoint

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C.03 · Housing

Should you rent or buy — on your real timeline?

Buying is cheaper after the break-even point (the year buying has cost you the same total as renting). Before it, renting is cheaper. How long you plan to stay is the factor that decides it — and the one most calculators ignore.

Typical break-even
7 yrs
Years before buying is usually cheaper than renting
Inputs
Home price
$425,000
Down payment
20.00%
Mortgage rate
6.48%
Monthly rent
$2,200
How long you'll stayYears before you'd sell or move out
7 yrs
Home value growth / yrHow fast the home rises in price each year (U.S. avg ~3%)
3.00%
Annual rent increaseHistorical U.S. avg ~3%
3.00%
What the cheaper choice saves · 7 yrs
$23,772renting is cheaper
Over 7 years, renting costs $23,772 less in total — after counting the home equity you build (the part of the home you actually own), the rise in the home’s value, and the ~7%/yr return your upfront cash (down payment plus closing costs) could have earned if invested instead.
How much you'd still owe over time (if you buy)
How your loan balance shrinks over your first 7 years (if you buy)
$0$150K$300KYear 0Year 3Year 7
If you buy

How your mortgage gets paid down, year by year

In the early years, most of each payment goes to interest; the longer you stay, the more goes toward actually owning the home.

Year
Principal
Interest
Balance
Progress
1
$39,679
$20,867
$300,321
12%
2
$42,328
$18,218
$257,993
24%
3
$45,154
$15,393
$212,840
37%
4
$48,168
$12,378
$164,671
52%
5
$51,384
$9,162
$113,288
67%
6
$54,814
$5,732
$58,474
83%
7
$58,474
$2,073
$0
100%
How we compute this

When buying becomes cheaper than renting

Total cost of buying = down payment + closing costs (~3%) + mortgage payments + property tax (~1.1%/yr) + insurance (~$1,500/yr) + upkeep (~1%/yr) − what you’d walk away with if you sold (home value minus remaining loan, minus ~6% selling costs). Total cost of renting = monthly rent × months. The break-even year is when buying has cost you the same total as renting — after that, buying pulls ahead.

break-even = the year total cost of buying equals total cost of renting

Short of the break-even, renting is cheaper in total cost. After it, buying pulls ahead — both because you're building ownership in the home instead of paying a landlord, and because the home's value grows on the whole purchase price while the amount you owe keeps shrinking. Two assumptions worth knowing: the comparison credits a renter for investing the upfront cash a buyer would tie up (down payment + closing costs) at ~7%/yr, but it does not model investing any month-to-month difference between rent and a mortgage payment; and property tax (~1.1%), insurance (~$1,500/yr), upkeep (~1%) and closing/selling costs use U.S. averages — nudge the inputs toward your own market for a sharper answer.

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Frequently Asked Questions

It depends on where you live, how long you'll stay, and current mortgage rates. Generally, buying becomes cheaper than renting after 5-7 years in the same location due to equity building and fixed payments. In pricey areas where rents are low compared to home prices, renting can stay the better deal for a long time.