How to Calculate Cap Rate on Duplex

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Duplex Cap Rate Calculator

Analyze your 2-unit multi-family investment profitability.

Gross Scheduled Income (Annual) $0
Operating Expenses (Annual) $0
Net Operating Income (NOI) $0
Capitalization Rate 0%

How to Calculate Cap Rate on a Duplex

The capitalization rate, or "cap rate," is a fundamental metric used by real estate investors to evaluate the profitability and return potential of a duplex. Unlike a single-family home where "comps" drive value, a duplex is often valued based on the income it generates.

The Duplex Cap Rate Formula

To calculate the cap rate, you use the following formula:

Cap Rate = (Net Operating Income / Current Market Value) × 100

Step-by-Step Breakdown

1. Calculate Gross Scheduled Income: Add the monthly rent of both units and multiply by 12. If Unit A is $1,200 and Unit B is $1,200, your annual gross is $28,800.

2. Account for Vacancy: No duplex stays 100% occupied forever. Subtract a vacancy factor (typically 5% to 10%) from your gross income to get your Effective Gross Income.

3. List Operating Expenses: These are the costs required to keep the property running. This includes property taxes, insurance, repairs, landscaping, and property management fees. Important: Do not include mortgage interest or principal payments in the cap rate calculation.

4. Determine Net Operating Income (NOI): Subtract all operating expenses from your Effective Gross Income. This figure represents the cash the property produces before debt service.

Example Calculation

Imagine you buy a duplex for $400,000. Each unit rents for $1,500/month.

  • Gross Annual Income: $36,000
  • Vacancy (5%): $1,800
  • Operating Expenses (Taxes, Insurance, Repairs): $10,000
  • NOI: $36,000 – $1,800 – $10,000 = $24,200
  • Cap Rate: ($24,200 / $400,000) × 100 = 6.05%

What is a Good Cap Rate for a Duplex?

A "good" cap rate depends on the location. In high-demand "Class A" neighborhoods, you might see cap rates as low as 4-5%. In developing areas or older neighborhoods, investors often look for 7-10% to compensate for the higher risk. Remember, the cap rate assumes you are buying the property with cash; it measures the property's natural yield regardless of financing.

function calculateCapRate() { // Get Inputs var u1 = parseFloat(document.getElementById('unit1Rent').value) || 0; var u2 = parseFloat(document.getElementById('unit2Rent').value) || 0; var vac = parseFloat(document.getElementById('vacancyRate').value) || 0; var taxes = parseFloat(document.getElementById('propTaxes').value) || 0; var ins = parseFloat(document.getElementById('insurance').value) || 0; var maint = parseFloat(document.getElementById('maintenance').value) || 0; var mgmt = parseFloat(document.getElementById('mgmtFees').value) || 0; var price = parseFloat(document.getElementById('purchasePrice').value) || 0; // Validation if (price <= 0) { alert("Please enter a valid Purchase Price/Value."); return; } // Logic var grossMonthly = u1 + u2; var grossAnnual = grossMonthly * 12; var vacancyLoss = grossAnnual * (vac / 100); var effectiveGross = grossAnnual – vacancyLoss; var annualMgmt = mgmt * 12; var totalExpenses = taxes + ins + maint + annualMgmt; var noi = effectiveGross – totalExpenses; var capRate = (noi / price) * 100; // Formatters var formatter = new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }); // Display Results document.getElementById('results').style.display = 'block'; document.getElementById('grossIncomeDisplay').innerText = formatter.format(grossAnnual); document.getElementById('totalExpensesDisplay').innerText = formatter.format(totalExpenses + vacancyLoss); document.getElementById('noiDisplay').innerText = formatter.format(noi); document.getElementById('capRateDisplay').innerText = capRate.toFixed(2) + "%"; // Scroll to result on mobile if(window.innerWidth < 600) { document.getElementById('results').scrollIntoView({behavior: 'smooth'}); } }

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