Investor Education · Updated 2025

How to Analyze a Rental Property

Most investors lose money not because they picked the wrong market — but because they didn't run the numbers correctly before buying. This guide walks you through every metric that matters: NOI, cap rate, DSCR, cash-on-cash return, and the 50% rule.

01

Establish Gross Rental Income

Start with actual market rents — not the listing's optimistic pro forma. Pull rent comps from similar properties within 0.5 miles. For Section 8, check HUD Fair Market Rents for the zip code. Apply a 5–8% vacancy factor for stabilized markets, 10–12% for transitional ones.

Formula
Effective Gross Income = Gross Rent × (1 − Vacancy Rate)
Example
$1,400/mo × (1 − 0.08) = $1,288 EGI
02

Calculate Net Operating Income (NOI)

NOI is the income after operating expenses, before debt service. Common expenses: property taxes, insurance, property management (8–10%), maintenance (5–10% of rent), CapEx reserve (5–8%), and vacancy. Do NOT include mortgage payments in NOI — NOI is property-level, not investor-level.

Formula
NOI = EGI − Operating Expenses
Example
$1,288 EGI − $588 expenses = $700 NOI/mo
03

Calculate Cap Rate

Cap rate tells you the unleveraged return on the asset. It's how commercial brokers value property and how you compare markets. A 7% cap in Cleveland is not the same as a 7% cap in Miami — market risk and appreciation potential differ. For cash flow investing, target 7%+ cap rates.

Formula
Cap Rate = (NOI × 12) / Purchase Price
Example
($700 × 12) / $120,000 = 7.0% cap rate
04

Calculate DSCR

DSCR is used by lenders to qualify your loan and by investors to evaluate deal quality. A DSCR above 1.25 means the property generates 25% more income than its debt service — strong. Below 1.0 means the rent doesn't cover the mortgage. Use DSCR loans (no W-2 required) for rental investing.

Formula
DSCR = Monthly Rent / (P&I + Tax + Insurance + HOA)
Example
$1,400 / ($760 + $200 + $100) = 1.31 DSCR
05

Calculate Cash-on-Cash Return

CoC measures the annual cash flow you receive relative to the actual cash you invested (down payment + closing costs + rehab). This is your personal return. A 10%+ CoC is considered strong. BRRRR deals can produce infinite CoC if you recover 100% of your capital at refinance.

Formula
CoC = (Annual Cash Flow) / (Total Cash Invested)
Example
($2,400/yr) / $25,000 invested = 9.6% CoC
06

Run the 50% Rule (Quick Screen)

The 50% rule estimates operating expenses at 50% of gross rent — taxes, insurance, management, maintenance, CapEx, vacancy. It's a rough filter, not a pro forma. If 50% of rent minus your P&I payment is positive, the deal may work. Use it to eliminate obvious losers in seconds.

Formula
Quick Cash Flow ≈ (Gross Rent × 0.50) − P&I Payment
Example
($1,400 × 0.50) − $650 = $50/mo (marginal)

Red Flags — Walk Away

Seller pro forma with 0% vacancy and no CapEx reserves
Rents above neighborhood comps with no explanation
Property taxes based on previous owner's assessment — reassessment risk
Deferred maintenance not included in rehab estimate
Cap rate calculated on asking price, not after-repair value
Flood zone, foundation issues, or environmental flags not disclosed

Green Flags — Strong Deal

DSCR 1.25+ at 75% LTV with current market rent
Cap rate exceeds your local market average by 1–2%
Rent-to-price ratio above 1% (e.g., $1,200/mo on a $120K property)
Long-term tenant already paying market rent
Section 8 voucher accepted — guaranteed government payment
Property in landlord-friendly state with fast eviction process

Let AI Pre-Screen Every Deal

Verleon AI runs these calculations on every listing automatically — DSCR, NOI, cap rate, and cash flow — so you only look at properties that already pass your buy box.

Start analyzing free →