Rental Property ROI Calculator Formula

Understand the math behind the rental property roi calculator. Each variable explained with a worked example.

Formulas Used

Total Annual ROI

total_roi = (total_annual_return / total_cash_invested) * 100

Total Annual Return

total_return = total_annual_return

Cash-on-Cash Return

coc_return = (annual_cash_flow / total_cash_invested) * 100

Variables

VariableDescriptionDefault
total_cash_investedTotal Cash Invested(USD)80000
annual_cash_flowAnnual Cash Flow(USD)6000
annual_principal_paydownAnnual Principal Paydown(USD)4500
annual_appreciationAnnual Appreciation(USD)12000
annual_tax_benefitAnnual Tax Benefit(USD)3000
total_annual_returnDerived value= annual_cash_flow + annual_principal_paydown + annual_appreciation + annual_tax_benefitcalculated

How It Works

Total Return on Rental Property

Rental property ROI captures all four wealth-building components of real estate investing.

Formula

Total ROI = (Cash Flow + Paydown + Appreciation + Tax Benefit) / Cash Invested x 100

Four Pillars of Return

1. Cash Flow: Net income after all expenses and debt service 2. Principal Paydown: Equity gained as tenants pay down your mortgage 3. Appreciation: Property value increase over time 4. Tax Benefits: Depreciation and deduction savings

Worked Example

$80,000 invested with $6,000 cash flow, $4,500 paydown, $12,000 appreciation, $3,000 tax benefit annually.

total_cash_invested = 80000annual_cash_flow = 6000annual_principal_paydown = 4500annual_appreciation = 12000annual_tax_benefit = 3000
  1. 01Total annual return: $6,000 + $4,500 + $12,000 + $3,000 = $25,500
  2. 02Total ROI: $25,500 / $80,000 x 100 = 31.9%
  3. 03Cash-on-cash return: $6,000 / $80,000 x 100 = 7.5%
  4. 04The total ROI of 31.9% shows the power of combining all return components

Ready to run the numbers?

Open Rental Property ROI Calculator