Florida

Florida cap rate calculator

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Florida ownership costs diverge from national averages in two directions at once. Property tax is held down by the homestead exemption and the Save Our Homes assessment cap, while homeowners insurance runs well above the national norm and is the line most calculators understate. Model both before judging what a Florida home costs to carry.

What changes the numbers in Florida

Homestead exemption
A primary residence can claim up to $50,000 off assessed value: the first $25,000 applies to all property taxes, the second $25,000 to non-school taxes only.
Save Our Homes cap
Once homesteaded, the assessed value of that property cannot rise more than 3% or the change in CPI per year, whichever is lower. Market value and assessed value drift apart over time.
No state income tax
Florida levies none, so take-home pay is higher than the same gross salary elsewhere. Lender ratios still run on gross income, so this widens what is comfortable rather than what is approved.
Insurance and flood
Windstorm and flood are frequently separate policies, and flood is not included in a standard homeowners policy. Both belong in the monthly figure.
County millage
Rates are set by county and municipality, so Miami-Dade, Broward, Hillsborough, Orange and Duval each produce a different tax line on the same purchase price.
Condo association reserves
Florida now requires structural reserve studies and funding for many condo buildings, which has pushed association dues materially higher. Dues are paid to the association, not the lender.
Calculators

Cap rate calculator

Price a property from a target cap rate, or get the cap rate from value and income. Fill any two fields and the rest computes; there is no mode switch.

SUMMARYFill any two fields below and the rest computes
Cap rate
5.71%
Annual net income
$296,960
Property value
$5,200,000
Sample data

What the property is worth in the market. In the cap rate formula it is the price NOI is measured against: value equals NOI divided by cap rate.

Sample data

All income the property collects in a year before any expenses: rent plus parking, laundry, storage, and other fees.

The recurring costs of running a property: property taxes, insurance, maintenance, utilities, and property management fees. Debt service, depreciation, capital expenditures, and income taxes are not operating expenses.

The share of rental income lost to empty units and turnover, expressed as a percent of potential rental income.

Effective gross income minus all operating expenses for one year. NOI excludes debt service, depreciation, capital expenditures, and income taxes.

Net operating income divided by property value, expressed as a percent. It states the unlevered annual return a property’s income produces at a given price.

Value at other cap rates

The same 296,960 of net income, priced across a range of yields. The marker is your 5.71% rate.

Where the gross income goes

$512,000 gross → $296,960 NOI

Net operating income$296,960Operating expenses$194,560Vacancy loss$20,480

Illustrative calculation only. Not advice and not a valuation.

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Preset scenarios

One click sets every field.

More calculators

The rest of this suite. Each answers one question.

Frequently asked questions

It lowers the assessed value your property tax is calculated on, which lowers the tax portion of the payment. Up to $50,000 comes off assessed value for an eligible primary residence, with the second $25,000 not applying to school taxes. The exemption applies only to a primary residence, so an investment property or second home does not get it.

Glossary

Plain-language definitions of every term this calculator uses.

Cap rate

Net operating income divided by property value, expressed as a percent. It states the unlevered annual return a property’s income produces at a given price.

Net operating income (NOI)

Effective gross income minus all operating expenses for one year. NOI excludes debt service, depreciation, capital expenditures, and income taxes.

Annual gross income

All income the property collects in a year before any expenses: rent plus parking, laundry, storage, and other fees.

Operating expenses

The recurring costs of running a property: property taxes, insurance, maintenance, utilities, and property management fees. Debt service, depreciation, capital expenditures, and income taxes are not operating expenses.

Vacancy rate

The share of rental income lost to empty units and turnover, expressed as a percent of potential rental income.