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APARTMENT REAL ESTATE: WHAT KIND OF RETURNS CAN I EXPECT?

Building an investment portfolio is all about diversification and choosing the right mix of risk tolerance for you. You’ll also want a mix of income generating investments to help generate a steady stream of income to funnel into other investments or use for your own expenses.



RETURNS YOU CAN MAKE ON APARTMENT REAL ESTATE


Between 1992 and 2017, “multifamily assets” generated an average annual return of 9.75%. Based on this figure alone, you would generate $9,750 per $100,000 spent on the investment. So, a $1 million apartment complex would generate $97,500 annually.


Of course, location and current rental prices in a location will play a major role in determining what your returns may look like.

If you work with seasoned investors that are aggressive and know how to choose turnkey rental properties, you can achieve rates of:

  • 10% to 12%

  • 7% on single-family properties


Traditionally, a general rule of thumb is for an apartment real estate investor to aim for a 7%+ return on investment (ROI) annually and hold on to the asset for a period of 5 years or more.


You can receive a hefty ROI from just rental income alone before receiving additional returns if you end up selling the property in the future.


How to Quickly Calculate Your Property’s Cap Rate


Cap rate is a fast method of determining how much return you can expect from an investment. Let’s assume that you:

  • Purchased a multifamily unit for $500,000

  • Collect total rents of $10,000 a month

  • Spend $2,500 a month on expenditures, such as repairs, taxes, insurance and other cost


Based on this figure, your net operating income per month is $7,500 or $90,000 per year. You would then calculate your cap rate by dividing $90,000 / $500,000, which is a staggering 0.18 return, or 18%.


BENEFITS OF INVESTING IN APARTMENT REAL ESTATE BEYOND RENTAL INCOME


The returns on real estate are more than just rental income. You can also receive returns on the home’s appreciation. But one of the benefits of apartment real estate investing that goes overlooked is leverage.


You can leverage your real estate to:

  • Invest in other properties

  • Invest in stocks, bonds or other commodities

  • Cover any expenses you may have


Leverage means that you can take out a mortgage on the property and continue investing. Let’s assume that you own a 10-unit apartment and have paid off the majority of your preexisting mortgage on the property or purchased it in cash.

You can take out a loan against the property to invest in another multifamily dwelling if you like.


Through the use of leverage, you can get a loan against the property, alleviating the risk on the lender and making it far easier to obtain capital for your future investments.

While investments always carry a certain level of risk, real estate is one of the safer investments you can make. You can make an immediate return with rental income and a long-term return if you choose to sell your property in the future.


Click here to learn what kind of returns you can expect when choosing one of our rental opportunities.

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