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Rent It Out vs. Sell It

Keep the house and rent it — or sell and invest?

You're moving. You can walk away with cash today, or become a landlord. We model both futures over the same horizon — including the tax trap most rental calculators hide.

Your situation

$610,000
$410,000
6.50%
26 yrs
$3,200
10 yrs
$478,000

Have you lived here 2 of the last 5 years?

Filing status

Over 10 yrs

Selling likely leaves you ~$64,135 ahead.

Rent path: $245,298 · Sell path: $309,433

Where the rent path ends up

Appreciation
Principal paid down
Accumulated cash flow
Tax drag

⚠ Heads up: renting could cost you a tax break

You currently qualify to exclude up to $500,000 of profit when you sell (IRS Section 121). Renting for more than about 3 years forfeits that exclusion. On an estimated future gain of $322,233, that's roughly $48,335 in capital gains tax you wouldn't otherwise owe. Depreciation recapture would add more. Estimate only — talk to a CPA.

Side by side

Cash in hand now
$157,300
$0
Monthly cash flow
-$1,274 /mo
Value in 10 yrs
$309,433
$293,633
Estimated tax drag
$0 (exclusion applies)
− $48,335
Net position in 10 yrs
$309,433
$245,298

Monthly cash flow (year 1)

You'd be paying about $1,274/month out of pocket to hold this property.

Gross rent
+ $3,200
Vacancy (6%)
− $192
Property management (9%)
− $288
Mortgage P&I
− $2,726
Property tax
− $610
Insurance
− $150
Maintenance reserve
− $508
Monthly cash flow
-$1,274

What would flip this?

If rent were +$404 ($3,604/mo), renting would come out ahead.

What most rental calculators leave out

Being a landlord is a job. Tenant calls, turnovers, repairs — this model prices the money cost, not your time.

Vacancy and repairs aren't optional. They're modeled here because ignoring them is how people talk themselves into bad rentals.

Diversification. Keeping the home concentrates your net worth in one asset on one street.

The tax clock is real. Section 121 lets homeowners exclude up to $250k ($500k married joint) of gain — but only if you lived in the home 2 of the last 5 years. Rent it out too long and that clock runs out.

Depreciation recapture. Rental property gets depreciated 1/27.5 of building value per year. When you sell, that depreciation is recaptured and taxed up to 25%. We flag it here but don't attempt to compute it precisely.

Educational only — not tax advice. Every situation has wrinkles a spreadsheet can't see. Talk to a CPA before you commit to either path.

Plain-language definitions

Net proceeds
What actually lands in your bank account after selling — sale price minus agent commissions, closing costs, and mortgage payoff.
Monthly cash flow
Rent collected minus every dollar you spend to hold the property that month: mortgage, taxes, insurance, management, maintenance reserve, vacancy allowance. Negative cash flow means you're paying out of pocket.
Capital gains exclusion (Section 121)
An IRS rule that lets a homeowner exclude up to $250,000 of profit ($500,000 married filing jointly) when they sell — provided they lived in the home at least 2 of the last 5 years. Renting the home out for more than about 3 years forfeits it.
Depreciation recapture
When you rent property, the IRS lets you depreciate the building. When you sell, the depreciation you claimed (or could have claimed) is taxed back at up to 25%.

Related

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Estimates only. Not an appraisal, tax advice, or lending offer. Checking here never touches your credit.