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Investment Analysis Calculators

Calculate total return on investment including all factors

For real estate investors measuring full ROI from appreciation, equity paydown, and cumulative cash flow over a hold period.

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ROI Calculator

Property DetailsOptional — auto-fills market data

Calculator Inputs

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What it does

The ROI Calculator totals all wealth creation sources — cash flow accumulated, equity paydown through tenant payments, appreciation in property value, and tax benefits — to produce your complete annualized return over any hold period. This is the most comprehensive return metric because it accounts for every dollar your property generates.

ROI answers the question: if I buy today and sell at my projected value, what annualized percent return have I earned on my initial cash investment? By modeling different hold periods, you can see how time in property affects total returns and identify optimal exit timing.

Who it's for

  • Strategic investors planning exit timing and modeling return sensitivity to appreciation assumptions
  • Portfolio managers comparing total wealth creation across different investment vehicles
  • Private lenders evaluating deal returns before committing capital to a project
  • Wealth advisors calculating real estate's contribution to overall portfolio performance

How it works

1

Input purchase price and down payment

Establish initial equity, loan amount, and financing terms.

2

Project cash flow and appreciation

Annual cash flow, property appreciation rate, and hold period in years.

3

Calculate ending equity

Starting equity plus principal paydown plus appreciation minus selling costs.

Why it matters

Measure total wealth creation: appreciation plus equity plus cash flow

Compare properties on real ROI, not just cap rate

Model leveraged returns versus all-cash purchases

Justify holding periods and refinancing decisions

Membership

Unlock all 67 calculators + AI + reports

Full access to ROI Calculator, 66 other calculators, live FRED rates, AI deal verdicts, conservative/base/optimistic scenario projections, printable reports, and vault storage.

Investor Starter

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  • 50 glossary definitions per day
  • 5 template previews
  • Market Insights (read-only)
  • Limited investor games (1 game)
  • +3 more features
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$49/month

7-day free trial included

  • 67 Professional Calculators — Unlimited
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$79/month

7-day free trial included

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  • AI Deal Analyzer & Listing Analyzer
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What every calculator includes

67 Calculators

Every investment strategy — rental, flip, BRRRR, mortgage, commercial, wealth building.

Scenario Projections

Conservative, base, and optimistic 1/2/5/10-year return modeling.

AI Deal Verdict

Claude-powered analysis — strengths, risks, and actionable recommendations.

Investor Vault

Save unlimited reports. Revisit, compare, and track every deal you've analyzed.

Print-Ready Reports

Professional PDF reports to share with agents, lenders, and partners.

Address Auto-Fill

Enter a property address to pre-fill value, rent, and tax data automatically.

Live FRED Rates

Mortgage rate fields pre-populate with Federal Reserve interest rate data.

Investment-Grade Math

Every formula audited against professional underwriting standards.

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Frequently asked questions

What appreciation rate should I assume?

Historical US average: 3–4% annually. Local markets vary: 0–2% slow; 5–8% hot. Use local data, not national averages.

Should I include leverage in ROI calculations?

Yes — leverage magnifies ROI if the property appreciates or cash flows. Model with leverage to show true opportunity.

How do I account for taxes on the sale?

Subtract capital gains tax (typically 15–20% federal + state) from sale proceeds before calculating net ROI.

Is a 10% ROI good?

In real estate with leverage, 15%+ is common; 20%+ is excellent. All-cash deals expecting 5–8% are reasonable given stability.

Is this calculator free to use?

Yes — create a free Investor Starter account to run 1 calculator per day. No credit card required. Upgrade to Core ($49/mo) for unlimited access to all 67 calculators.

How accurate are the results?

Results are only as accurate as your inputs. The formulas use industry-standard real estate investment math. Always verify with a licensed professional before committing capital.

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