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Investment Property Performance Calculator

Eleven focused inputs. A five-year projection. A clear hold, sell, renovate or refinance verdict — tuned for Sydney's St George investors.

The Property

$
$

The Loan

$
%

Annual, incl. package discount

Running Costs

$

Rates + water + strata + insurance + repairs

%
wk

Expected weeks/year empty

History & Forecast

$
% p.a.

Sydney 30yr avg ≈ 5–7% p.a.

Rent is assumed to grow at ≈ 75% of your capital-growth forecast (capped 2–3.5% p.a.). Expenses drift at 3% CPI. Loan is amortised as if 30-year P&I at the given rate.

Consider Selling

Deep negative cash flow combined with weak growth suggests the capital is better deployed elsewhere — consider an exit strategy.

Performance Score38/100
Current Equity
$400,000
Gross Yield
3.67%
Pre-Tax Cash
-$17,493
5-Yr CAGR
7.33%

Current Year Metrics

Capital growth (history)$180,000 (24.32%)
Annualised growth so far3.70%
Net yield2.25%
Net operating income$20,725
Annual loan repayments-$38,218
After-tax cash flow-$13,751
Break-even rent$961/week
Negative-gearing tax benefit: +$3,742/yr at your 32.5% marginal rate.

5-Year Projection

Assumes 4% p.a. capital growth · 3.0% rent growth · 3% expense CPI · loan amortising P&I.

Property valueEquity
$1.18M$881k$588k$294k$0202620272028202920302031

After-tax cash flow, year by year

2027-$13k
2028-$13k
2029-$13k
2030-$12k
2031-$12k
Property value @ 2031
$1,119,321
Equity @ 2031
$633,154
Cumulative after-tax cash (5yr)
-$63,482

Year-by-year detail

YearValueLoanEquityEffective rentAfter-tax cash
2026(today)$920,000$520,000$400,000$32,500-$13,751
2027$956,800$514,022$442,778$33,475-$13,331
2028$995,072$507,673$487,399$34,479-$13,019
2029$1,034,875$500,931$533,944$35,514-$12,702
2030$1,076,270$493,771$582,499$36,579-$12,379
2031$1,119,321$486,166$633,154$37,676-$12,051

Second opinion on your numbers?

I've sold 700+ St George homes since 2001. Book 15 minutes to pressure-test this projection against current market comps.

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Further Reading

For suburb-level data behind these projections, read Michael's expert analysis in Your Investment Property Magazine: “St George Is Sydney's Best-Kept Investment Secret”

Disclaimer: This calculator is an educational tool, not financial advice. Actual results depend on market conditions, loan structure, depreciation, and individual tax circumstances. Always confirm with a qualified mortgage broker, accountant, and licensed real estate professional before acting.