Home Equity Calculator

Compute your home equity and how much you can borrow against it.

  • Formula checked
  • Editorially reviewed
  • Free · no signup
  • Updated June 27, 2026

Your details

USD
USD
%

Most U.S. lenders cap HELOC/HEL at 80–90% CLTV.

Your estimate

Home equity

$200,000.00

44.44% of home value

Usable equity (max borrowable)$132,500.00
Current Loan-to-Value55.56%

Key takeaway

Equity $200,000.00; usable $132,500.00.

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Payment breakdown

The same numbers as above, shown visually so the trade-offs are easy to see.

Payment breakdown
Home equity
$200,000.00
Usable equity (max borrowable)
$132,500.00

What to do next

Current Loan-to-Value55.56%Excellent

Deep equity — best pricing tier and no mortgage insurance.

Benchmark: 80% LTV removes PMI; servicers must cancel PMI automatically at 78%.Homeowners Protection Act / Fannie Mae

What this means

You are financing 55.56% of the property value. Everything above 80% is what triggers mortgage insurance.

Is this good or bad?

Yes — this is a strong result by U.S. standards. Deep equity — best pricing tier and no mortgage insurance.

What's the risk?

Low risk. Nothing here needs urgent attention — protect the position you are in.

What should you do next?

Skip mortgage insurance

Your action plan

  1. 1

    Skip mortgage insurance

    At 80% or below, decline lender-paid PMI products — they price the risk back into your rate.

  2. 2

    Compare a shorter term

    With this much equity a 15-year loan is often affordable and saves six figures of interest.

  3. 3

    Check refinance break-even

    Deep equity gives you the strongest refinance pricing when rates fall.

  4. 4

    Run the Home Affordability Calculator

    Home price you can afford based on income and DTI.

    Open Home Affordability Calculator
  5. 5

    Run the Mortgage Calculator

    Estimate monthly mortgage payments, interest and amortization.

    Open Mortgage Calculator

Your timeline

Today

  • Print this estimate for your lender conversation.
  • Request a homeowners insurance quote for the address.

This month

  • Get a pre-approval letter, not just a pre-qualification.
  • Ask for a loan estimate from three lenders on the same day.

Next 12 months

  • Build an escrow cushion for the annual tax and insurance increase.
  • Request PMI cancellation once you reach 80% LTV.

Long term

  • Track equity and refinance when rates drop 0.75% or more.
  • Reassess insurance coverage as replacement costs rise.
How you compare to U.S. benchmarks
MetricYour resultTypical U.S. rangeSource
Current Loan-to-Value55.56%80% or lowerHomeowners Protection Act / Fannie Mae

Compare scenarios

Same inputs, three outlooks — we vary Max combined LTV allowed up and down so you can see the range before you commit.

Optimistic

$200,000.00

Home Equity

Max combined LTV allowed: 68%

Expected

$200,000.00

Home Equity

Max combined LTV allowed: 85%

Conservative

$200,000.00

Home Equity

Max combined LTV allowed: 100%

Result Intelligence

Understand your result

  • Your home equity is $200,000.00. Real-estate calculations swing with taxes, insurance and HOA — verify local rates.
  • PMI, closing costs and escrow are the three items borrowers most often forget.

What should you do next?

  1. Down Payment Calculator

    Right down payment can cut PMI and interest.

  2. Closing Costs Calculator

    Budget the 2–5% cash needed at close.

  3. Debt-to-Income Calculator

    Lenders cap most mortgages at 43% DTI.

  4. Rent vs. Buy Calculator

    Verify buying beats renting in your city.

Ways to improve your result

  • Bring 20% down to eliminate PMI on conventional loans.
  • Buy points only if you'll hold the loan past the break-even (usually 5+ years).
  • Compare property-tax rates across neighboring ZIPs — the swing can be huge.

Common U.S. scenarios

Austin first-time buyer

$425k home, 5% down, 6.75% 30-yr — PMI adds ~$180/month until 78% LTV.

New York co-op

Boards routinely require 25%+ down and DTI under 28% — stricter than any bank.

Phoenix investor

DSCR ≥ 1.25 is the standard cutoff for a no-income-doc investment-property loan.

Your result

Home Equity
$200,000.00
Usable Equity (max borrowable)
$132,500.00
Current Loan-to-Value
55.56%

Equity $200,000.00; usable $132,500.00.

What this result assumes

Confidence in a number depends on the assumptions behind it. Here are ours, in full.

Assumptions

  • All amounts are shown in USD.
  • Results are rounded for display; internal math uses full precision.

Limitations

Local taxes, HOA dues and insurance vary by county and are estimates unless entered.

Estimates are for education and planning. They are not financial, tax or legal advice.

Formula source

HUD, FHFA and CFPB mortgage and affordability guidance

Version
v1.3
Last reviewed

Where to go next

Next logical calculatorHome Affordability CalculatorHome price you can afford based on income and DTI.Continue

Quick answer

What it does
Home Equity Calculator compute your home equity and how much you can borrow against it. It runs entirely in your browser, needs no signup, and uses standard published U.S. formulas.
When to use
Use it while you compare homes, offers, or rental scenarios that hinge on home equity.
Inputs
  • Current home value
  • Current mortgage balance
  • Max combined LTV allowed
  • Currency
Outputs
  • Home Equity
  • Usable Equity (max borrowable)
  • Current Loan-to-Value
Takeaway
In one line: enter your current home value and current mortgage balance and the Home Equity Calculator returns home equity and usable equity (max borrowable) you can compare before deciding.

Last updated · Last reviewed · 1 min read

How to read your result

Home Equity Calculator: Your result reflects the housing cost, equity, or ROI implied by the price, rate, and expenses you entered. Use it to compare properties or scenarios side-by-side.

What your result means

  • Break-even years tell you how long you need to stay in a home before buying beats renting.
  • Cash-on-cash return above 8% is generally considered a strong rental deal in most U.S. markets.
  • PMI usually drops off once you reach 20% equity — factor that into long-term costs.

How does the formula work?

Equity = Value − Balance. Usable = Value × CLTV% − Balance.

How it works

Compute your home equity and how much you can borrow against it.

Step-by-step guide

  1. 1Enter the home price and down payment.
  2. 2Set your mortgage rate, term, taxes, insurance and HOA if applicable.
  3. 3Adjust rental income or growth assumptions where relevant.
  4. 4Compare monthly cost, break-even, and long-term equity.
  5. 5Copy or share results to discuss with your lender or agent.

Example calculation

Example: $450k home, $250k mortgage.

Who should use this calculator?

  • First-time home buyers
  • Rental-property investors
  • Homeowners considering refinancing
  • Renters running a rent-vs-buy analysis

When should you use it?

  • Before making an offer on a property
  • When comparing rent vs buy in a new city
  • Before refinancing an existing mortgage
  • When evaluating a rental as an investment

What affects the result?

  • Home price and down payment
  • Mortgage rate, term and PMI
  • Property taxes, insurance and HOA fees
  • Local appreciation and rent-growth assumptions

Compare three scenarios

Three realistic scenarios compared side by side
ScenarioInputsOutcome
Low down payment$400k, 5% down, 7% APR + PMI~$3,050/mo all-in, breaks even in ~8 yrs
Standard 20% down$400k, 20% down, 7% APR~$2,550/mo, no PMI, breaks even in ~5 yrs
Large down payment$400k, 40% down, 7% APR~$1,900/mo, lower risk, breaks even in ~4 yrs

Illustrative examples using U.S. market averages. Enter your own numbers above for a personalized figure.

Comparison tables

Buying vs Renting a Home in the USA

Homeownership builds equity but carries costs renters never see. HUD and the CFPB both recommend comparing the full monthly cost of ownership, not just the mortgage payment.

Buying vs Renting a Home in the USA
FactorBuyingRenting
Upfront cash3%–20% down plus 2%–5% closing costsFirst month plus a security deposit
Monthly costPrincipal, interest, property tax, insurance, HOA, PMI (PITI)Rent plus renters insurance
MaintenanceBudget 1%–2% of home value per yearLandlord's responsibility
Tax benefitMortgage interest and property tax deductible if you itemize (IRS Pub. 936)No federal deduction
Break-even horizonTypically 4–7 years before ownership winsCheaper below the break-even horizon; full mobility

Bottom line: Ownership usually wins once you pass the break-even horizon and stay put. Below it, renting and investing the difference commonly produces more net worth.

Cash-Out Refinance vs HELOC vs Home Equity Loan

All three convert home equity to cash, but the rate structure, closing costs and risk profile differ sharply.

Cash-Out Refinance vs HELOC vs Home Equity Loan
FactorCash-out refinanceHELOC / home equity loan
Rate typeUsually fixed for 15–30 yearsHELOC variable tied to Prime; home equity loan fixed
Effect on first mortgageReplaces it — you lose your existing rateLeaves your first mortgage untouched
Closing costs2%–5% of the new loan amountOften $0–$500 for a HELOC
Access to fundsOne lump sum at closingHELOC: revolving draw period, typically 10 years
RiskResets your amortization clockPayment rises with the Prime Rate; your home secures the line

Bottom line: If your existing mortgage rate is below current market rates, keep it and use a HELOC or home equity loan. Cash-out refinancing makes sense mainly when you can also lower the first-mortgage rate.

Decision guide

Should I Buy or Keep Renting?

HUD and CFPB guidance points at four gating questions.

  1. 1Will you stay in the area at least 5 years?

    Yes: Continue.

    No: Rent. You likely will not clear transaction costs.

  2. 2Do you have the down payment plus 3–6 months of expenses left over?

    Yes: Continue.

    No: Rent and keep building reserves — closing wipes out thin savings.

  3. 3Is total PITI (plus HOA and maintenance) under 28% of gross monthly income?

    Yes: Continue.

    No: Lower the price target or wait — you would be cost-burdened.

  4. 4Is your job and income stable, with a DTI under 43%?

    Yes: Buy.

    No: Rent until income stabilizes.

Bottom line: Buy when time horizon, reserves, payment ratio and income stability all pass. Any single failure favors renting.

Common mistakes to avoid

  • Underestimating closing costs, insurance, and property taxes.
  • Comparing rent to a mortgage payment only (ignore maintenance & opportunity cost).
  • Assuming linear price growth over decades.

Pro tips

  • Budget 1–2% of the home value per year for maintenance in addition to the mortgage.
  • Don't forget PMI when the down payment is under 20%.
  • Rerun the numbers with a realistic property-tax and insurance figure for your county.

Why use this calculator

  • Full PITI breakdown including taxes, insurance, PMI and HOA.
  • Rent-vs-buy and refinance scenarios calculated with real closing costs.
  • Transparent formulas that match what your lender or agent will show.
  • Works for primary homes, rentals and investment properties.

Limitations to keep in mind

  • Property taxes, insurance and HOA vary widely by county and building.
  • Home appreciation is an assumption — past performance does not guarantee future results.
  • Does not include closing costs, points or seller concessions unless entered.
  • Not an appraisal, mortgage pre-approval or investment recommendation.

Key terms explained

LTV (Loan-to-Value)
The mortgage amount divided by the appraised home value. LTV above 80% typically triggers PMI on conventional loans.
PMI (Private Mortgage Insurance)
A monthly premium required when your down payment is under 20% on a conventional loan. It usually drops off automatically once you reach 22% equity.
Closing costs
One-time fees paid at settlement — typically 2–5% of the purchase price for buyers (appraisal, title, taxes, origination).
Cap rate
Net operating income divided by property value. A common rental-property yield metric — 5–10% is typical in most U.S. markets.
Cash-on-cash return
Annual pre-tax cash flow divided by total cash invested. Measures the actual return on the money you put in.

Before you decide

  • Get a pre-approval letter with the exact rate and lender fees itemized.
  • Budget for closing costs (2–5% of price) and 6 months of housing reserves.
  • Order an independent inspection — never rely on the seller's disclosure alone.
  • Verify property tax, HOA, and insurance quotes with the actual providers, not estimates.

Official Sources & References

The formulas, rates and definitions used by this calculator are aligned with the following official sources:

We use only primary sources — regulators, standards bodies and scheme operators. See our full sourcing policy for details. Sources & References Policy · Calculator Methodology · How We Verify Formulas

Trust & Accuracy

Accuracy tested

Verified against HUD / CFPB affordability and amortisation conventions. Edge cases, formula validation and manual verification completed (last reviewed June 27, 2026).

Government source

Inputs and thresholds follow HUD, FHFA and CFPB mortgage and affordability guidance.

Educational use

This tool is provided for education and planning only. It is not financial, tax, legal or medical advice.

Available for

United States, Canada, United Kingdom, Australia, India, European Union.

Currency support

USD · INR · CAD · AUD · GBP · EUR

Privacy

No information entered into this calculator is stored on our servers unless you explicitly choose to save or share your calculation.

Print, share & save

Use the Save, Share, Copy, PDF, CSV and Print actions under the result panel.

Accessibility

Keyboard navigable, screen-reader friendly labels, responsive on mobile and desktop.

Learn more: How we verify formulas · How we test accuracy · Methodology · Editorial policy

Recent Updates

We continuously review and improve our calculators to keep formulas, assumptions and references accurate.

View change log (4)Show
  1. v1.3

    Added Trust & Accuracy panel and machine-readable change log.

  2. v1.2

    Added Save, Share, PDF, CSV and Print actions to results.

  3. v1.1

    Added global currency selector (USD, INR, CAD, AUD, GBP, EUR).

  4. v1.0

    Initial calculator release with verified formulas and Official Sources.

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Related guides

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What's next?

Your next step

Most people who use this calculator explore these next. Follow the path in order for a complete plan.

  1. 1Home Affordability CalculatorHome price you can afford based on income and DTI.
  2. 2Mortgage CalculatorEstimate monthly mortgage payments, interest and amortization.
  3. 3Closing Costs CalculatorUS home purchase closing costs — 2-5% of price.

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Reviewed by the CreditLoanCalculator editorial team·Last reviewed ·Editorial policy·How we verify formulas
Disclaimer: Results are estimates for informational purposes only and should not be considered financial, medical, legal, or professional advice. Always consult a qualified professional before making decisions.