Blog by Richard & Olga Balov

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BUY OR RENT?

BUY OR RENT?

Let’s compare two families with 25,000 to invest. They are identical in that the two parents both work, have one child and $60,000 annual income. Here’s the result of the two case studies:

Case Study #1: PURCHASE A HOME $250,000

Down Payment

$25,000

Length of Loan Term (years)

30

Interest Rate

5.1%

Years You Plan to Stay in This Home

10

Yearly Home Value Increase Rate

4%

Yearly Property Tax Rate

1%

Own a Home...Make Money: $186,332 After 10 Years -- Good Investment

Price of Home After Appreciation

$370,000

Remaining Balance After 10 years

$183,668

Equity Earned:

$186,332

Case Study #2: PURCHASED $25,000 TREASURY BILL

Treasury Bill Term

10 Years

Amount

$25,000

Rent (they don't own)

$11,800 Annually

Annual Interest Income

$1,044 (4.1%)

Rent Paid for 10 Years

$118,000 after 10 Years

T-Bill Value

$37,644

Rent a Home...Lose Money: $80,366 After 10 Years -- Bad Investment

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