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Real Estate · Intermediate · 12 min read

The Buy vs Rent Decision, Honestly

The math, the lifestyle, and the four traps no one warns you about.

Who it's for

You're considering buying a primary residence in the next 12–24 months.

What you'll have at the end

A 5-year total-cost comparison for your specific situation and a clear yes/no/wait decision.

Owning is not automatically better than renting. It depends on price-to-rent ratio, how long you'll stay, your alternative investments, and your tolerance for being your own landlord.

Price-to-rent sweet spot
Under 15
Minimum stay to break even
5 years
Annual maintenance reserve
1% of home value
  1. 01

    Compute the price-to-rent ratio

    Take the home's price ÷ the annual rent for an equivalent unit. Under 15 = generally buy. 15–20 = it depends. Over 20 = renting is usually cheaper.

    Run the rent vs buy calculator
  2. 02

    Honestly estimate how long you'll stay

    Closing costs plus selling costs are ~8–10% of the home's price. If you sell in under 5 years, you'll likely lose money vs renting.

    PitfallUnderestimating life changes. Job moves, breakups, and growing families all force sales before the 5-year break-even.
  3. 03

    Budget the true monthly cost

    Mortgage payment is only part of it. Add property tax, insurance, HOA, and 1% of home value per year for maintenance.

    • Principal + interest (use the mortgage calculator)
    • Property tax — varies wildly by state
    • Homeowners insurance ($1,200–$3,000/yr typical)
    • 1% of home value/year for maintenance and repairs
    Mortgage payment calculator
  4. 04

    Compare to the invested down payment

    If you'd otherwise invest the down payment in a 3-fund portfolio at ~7%/year, that's the real opportunity cost of buying. Run both 5-year scenarios.

  5. 05

    Stress test the worst case

    Can you cover the payment if rates reset, if you lose your job for 6 months, or if the AC and roof both go in one year? If any of those bankrupts you, the house is too expensive.

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