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Rental Property Checkup

Enter what you know about the property. You'll get equity, net operating income, cap rate, cash flow and return on equity — the baseline numbers every other decision gets compared against.

Estimates are fine. You don't need exact figures to learn something useful — a reasonable value estimate and a rough expense picture will get you a meaningful result. Refine later with your CPA or an actual valuation.

This tool produces no verdict. A low return on equity isn't a signal to sell, and a high one isn't a signal to hold. It's information you didn't have before.

Property
Income
Annual operating expenses

Enter annual amounts. Leave anything you don't pay at zero.

Financing

Estimated equity

$1,500,000

Current value minus loan balance.

Net operating income

$35,840

Effective gross income minus operating expenses. Excludes debt service, income taxes and depreciation.

Operating return on equity

2.39%

NOI divided by equity. What the capital in the property is producing before financing.

Cash return on equity

2.39%

Pre-tax cash flow divided by equity. What lands in your pocket relative to the capital tied up.

Annual gross scheduled rent
$54,000
Effective gross rental income
$51,840
Total operating expenses
$16,000
Cap rate
2.39%
Annual debt service
$0
Annual pre-tax cash flow
$35,840

This property is free and clear, so debt service is zero. That means your cash return and your operating return on equity are the same number — every dollar of value is unleveraged capital.

This becomes your baseline. Now you have something concrete to compare with other options — not a verdict about whether the property is good or bad.

Important: These calculations are for general educational and planning purposes only. They aren't an appraisal, tax calculation, legal opinion, investment recommendation or guarantee of results. Tax basis, depreciation, exchange eligibility and tax consequences can vary substantially based on individual facts. Review your specific situation with your CPA, attorney, qualified intermediary and other appropriate professionals before acting.

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Where to go next

Once you have a baseline.

Estimate the tax picture

If a sale were on the table, what would the gain and estimated tax look like? Educational estimate only.

1031 Tax Estimator

Compare a replacement property

Put your current property side by side with a hypothetical replacement and compare returns honestly.

Replacement Comparison

Weigh the non-financial side

Time, stress, family plans and legacy goals matter. The assessment surfaces them alongside the math.

Landlord Strategy Assessment

Want a second set of eyes on these numbers?

Send your results over and Jacob will walk through them with you — including what the calculator can't capture.