The capitalization rate formula

3 min read

Cap Rate = NOI / Value, and rearranged, Value = NOI / Cap Rate. Both directions worked for the NY exam.

Cap Rate = Net Operating Income ÷ Property Value
Rearranged: Value = NOI ÷ Cap Rate

How to solve it, step by step

  1. Establish net operating income — gross income minus operating expenses, before any debt service.
  2. Divide NOI by value to find the cap rate, or divide NOI by the cap rate to find value.
  3. Express the cap rate as a percentage.

Worked examples

A building produces $60,000 NOI and sells for $750,000. Cap rate = $60,000 ÷ $750,000 = 8%.
Valuing a property: $80,000 NOI at a 8% cap rate → $80,000 ÷ 0.08 = $1,000,000. A lower cap rate produces a higher value.

What the NY exam actually asks

The exam tests the rearrangement more than the base formula. You are usually given NOI and a market cap rate and asked what the property is worth.

Try one yourself

A commercial property produces $96,000 in net operating income. Comparable buildings trade at a 6% cap rate. What is the indicated value?

Show the answer

$1,600,000. Value = NOI ÷ cap rate = $96,000 ÷ 0.06 = $1,600,000.

Common mistakes

  • Using gross income instead of net operating income. NOI is after operating expenses but before debt service.
  • Subtracting mortgage payments from NOI. Debt service is never an operating expense.
  • Dividing the wrong way round when solving for value.

Questions students ask

Is the mortgage payment an operating expense?

No. Debt service is excluded from NOI entirely.

Does a higher cap rate mean a better property?

Not necessarily. A higher cap rate implies higher perceived risk and a lower value for the same income.

Related formulas

Practise this. The free 10-question math quiz drills these formulas, and the free timed practice exam puts them under exam conditions.
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