Skip to main content

The numbers don't lie

Is Buying a Home
Really the Best
Investment?

Conventional wisdom says homeownership builds wealth. But when you run the actual math, factoring in mortgage interest, maintenance, and opportunity costs, the answer might surprise you.

83%

Of your first year's mortgage payments go to interest, not equity

10% vs 4.4%

S&P 500 vs. housing annual returns since 1991

$15K+/yr

Average hidden costs on a $500K home: taxes, insurance, maintenance

Sources: NYU Stern/Damodaran (S&P 500), FHFA House Price Index (housing). Calculator assumptions for mortgage and cost figures.

How the Comparison Works

We model two parallel financial paths over your chosen time horizon

The Buyer

Puts down payment on a home. Pays mortgage, taxes, insurance, maintenance, and HOA every year. Builds equity as home appreciates and mortgage is paid down.

Net Worth = Home Value − Mortgage Balance

The Renter + Investor

Invests the down payment in the market. Pays rent each year. Any savings from lower housing costs also get invested. Portfolio compounds over time.

Net Worth = Investment Portfolio Value

Beyond the Calculator

Deep dives into the rent vs. buy debate

Ready to Challenge
Conventional Wisdom?

Plug in your numbers and see whether buying or renting makes more financial sense for your situation.

Try the Calculator