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Deal Analysis & Real Estate Metrics

The 1% Rule & 50% Rule: Quick Screening Tools That Actually Work

5 min read · August 5, 2026

Real estate investing has two "rules of thumb" that have survived 30+ years: the 1% rule and the 50% rule. Both are screening tools designed to quickly separate mediocre deals from good ones. Neither is a substitute for actual analysis, but both save you time.

The 1% Rule

Monthly rent should be at least 1% of the purchase price.

$300,000 purchase price → $3,000/month rent minimum.

How It Works

If a fourplex rents for $4,300/month and is priced at $350,000, it passes the 1% rule ($4,300 ÷ $350,000 = 1.23%). If the same building is priced at $500,000, it fails ($4,300 ÷ $500,000 = 0.86%).

Why It Matters

The 1% rule is a proxy for cap rate. In most US markets, properties that pass the 1% rule will have cap rates above 5-6% (depending on local expenses). Properties below 1% usually have caps below 4%, which makes them speculative bets on appreciation rather than cash flow.

When to Ignore It

  • High-appreciation markets (SF, NYC, Seattle): prices have already run; expect 0.5-0.7% rule properties
  • Very new construction: cap rates are compressed upfront but lock in long-term
  • House-hacking scenarios: you're living in one unit, reducing your effective cost

How to Use It

When you see a listing, divide monthly rent by asking price in your head. Takes 10 seconds. Below 0.8%? Keep scrolling. Above 1.2%? Worth a deeper look.

The 50% Rule

Operating expenses are roughly 50% of gross income.

Gross monthly rent: $4,300 → Operating expenses: ~$2,150 → NOI: ~$2,150.

How It Works

The 50% rule skips detailed expense modeling and assumes half of gross rent goes to taxes, insurance, repairs, utilities, management, and vacancies.

Example:

  • Gross scheduled income: $4,300/month
  • 50% rule estimate: 50% × $4,300 = $2,150 NOI/month = $25,800/year
  • At 6% cap rate, property value: $430,000

When It's Accurate

The 50% rule works best for:

  • Mid-condition 2-4 unit buildings in Midwest/South
  • Properties with property management (not self-managed)
  • Real expense benchmarks in the $14-18k/year range

When It Breaks

  • Newer buildings: expenses lower, maybe 35-40%
  • Old buildings (pre-1960): expenses higher, 55-65%
  • Expensive markets (NYC, CA): property taxes alone can be 25-35% of rent
  • Self-managed properties: you might run at 40% expenses, but you're trading income for sweat

The Combo Move

Use 1% rule to filter properties (< 0.8%? Skip it). Then use 50% rule to quickly estimate NOI without a pro forma. Then — and only then — do actual modeling in a spreadsheet or calculator.

Example flow:

  1. See listing: $320,000 asking, $3,800/month rent
  2. 1% check: $3,800 ÷ $320,000 = 1.19% ✅ (worth looking at)
  3. 50% rule: 50% × $3,800 = $1,900 NOI/month → ~$23k/year
  4. Quick cap rate: $23,000 ÷ $320,000 = 7.2% (solid)
  5. Now you schedule a showing and run actual numbers

The Reality

The 1% and 50% rules are correct about 70% of the time in average markets. They're screening tools, not appraisal reports. Use them to eliminate obvious duds and identify properties worthy of deeper analysis.

Just don't make a $300,000 commitment based on them.

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