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Property Underwriting

Cap Rate ↔ Cash-on-Cash Calculator

Move between the unlevered cap rate and the levered cash-on-cash return. Adjust the debt, expenses, and price to see exactly how leverage changes what you actually earn.

1

Property & financing

Property income
Financing
Transaction costs & hold
2

Returns

Cap rate · unlevered
NOI ÷ price
Cash-on-cash · levered
Cash flow ÷ equity

The cap rate is the property's unlevered yield — not your take-home. Cash-on-cash is what you actually keep after debt and costs. Here's why they differ →

Net operating income (NOI)
Operating expense ratio
Loan amount
Cash invested (down payment)
Annual debt service
Loan constant
Operating cash flow
Debt-service coverage (DSCR)
Acquisition + disposition costs
Amortized cost / yr (over hold)
Cash flow after amortized costs
Cash-on-cash, net of amortized acquisition & disposition

Reverse · solve for leverage
Pick a cash-on-cash you want; we'll find the LTV that gets you there at this cap rate and these loan terms.
See DSTs at a range of leverage →
Cap rate vs. cash-on-cash

Two returns, linked by leverage

A cap rate is not your return.

It's the property's unlevered, in-place yield — net operating income over price — and nothing more. Two investors who buy at the same cap rate can take home very different amounts once financing, round-trip costs, reserves, and taxes are in. The number you live on is the cash-on-cash, not the cap rate.

The same property has two return numbers. The cap rate is what it earns with no loan — net operating income over the price. The cash-on-cash is what you earn on the cash you put in, after the loan is paid.

Positive vs. negative leverage

When the loan constant is below the cap rate, each borrowed dollar earns more than it costs — leverage lifts cash-on-cash above the cap rate (positive leverage). When the loan constant is above the cap rate — common when rates are high — borrowing drags your return below the cap rate (negative leverage). Lower the rate or the LTV, or find a higher cap, to flip it.

The NNN trap — why even pros get this wrong

Triple-net (NNN) investors are the most likely to conflate the two. Because the tenant pays the property taxes, insurance, and maintenance, it's tempting to treat the cap rate as a clean, expense-free net yield. It isn't. The cap rate is still unlevered: the moment you put a loan on a NNN deal, the debt service comes out of that NOI — and when your loan constant is higher than the cap rate (common when borrowing costs are elevated), your cash-on-cash lands below the cap rate, not at it.

Even all-cash, a NNN cap rate quietly leaves things out: asset management, capital reserves, the cost and downtime of re-leasing when the term ends, the risk of a tenant going dark, and often flat or modest rent bumps that let inflation erode your real yield. Layer on the round-trip acquisition and disposition costs this tool amortizes, plus eventual taxes, and "the cap rate" and "what you keep" can sit a full point or more apart.

Why it matters: when you compare replacement properties — DSTs, NNN, anything — line them up on cash-on-cash after debt and costs, not on headline cap rate. The highest cap rate is frequently not the highest take-home.

Round-trip costs

One-time acquisition and disposition costs don't appear in either headline return, so the tool also spreads them across your hold period and reports a cash-on-cash net of those costs — a fuller picture of what you keep after getting in and out. Cash invested is the down payment; the round-trip costs are handled through this amortization rather than the denominator.

Educational estimate only. This tool is for general illustration and is not tax, legal, or investment advice. It uses simplifying assumptions and the figures you enter, which may not reflect your situation; it ignores taxes, reserves, capital expenditures, and changes in income. Cash-on-cash measures pre-tax cash yield only, not total return. Figures are illustrative and not guaranteed. Consult your own qualified advisors before acting. Not an offer or solicitation. DST interests are sold only to accredited investors via private placement memorandum. Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC; Baker 1031 Investments is independent of ASI.

Don't want to pay this bill?A 1031 exchange or DST can defer it — we place 1031-eligible replacement property for accredited investors, often closeable inside your 45-day window.
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This calculator is an educational illustration based on the values you enter — not a projection, guarantee, or tax, legal, or investment advice, and not an offer of any security. Results depend on your inputs and assumptions and will differ from actual outcomes; a 1031, 721, or Opportunity Zone transaction may fail to qualify for the intended tax deferral. Consult your own CPA and attorney.