The 1% Rule Screening Check

Excel Formulas › Real Estate

All versions

The 1% rule is a rule of thumb: a rental should bring monthly rent of at least 1% of its purchase price. A quick IF flags whether a deal clears the bar before you dig deeper.


Quick formula: does monthly rent meet 1% of price?
=IF(monthly_rent >= price*1%, "Pass", "Below")
Compare monthly rent to 1% of price; pass means the rent is at least one percent of what you'd pay.

Functions used (tap for the full reference guide):

The example

$2,200 rent on a $200k house.

AB
1ItemValue
2Price200000
3Rent vs 1% (2000)$2,200 → Pass

The formula

The formula:

=IF(B3 >= B2*0.01, "Pass", "Below") // rent ≥ 1% of price

How it works

How it works:

  1. 1% of price is the monthly rent target: price * 0.01.
  2. Compare the actual monthly rent with >= and return Pass/Below with IF.
  3. It’s a screen, not a verdict — a quick filter to shortlist before real analysis.
  4. A stricter 2% rule or a softer 0.7% applies in different markets.

It’s only a heuristic. The 1% rule ignores taxes, insurance, HOA, vacancy, and condition — high-tax or high-appreciation markets routinely fail it yet still make sense. Use it to triage a long list, then run cap rate and cash-on-cash on anything that passes.

Try it: interactive demo

Live demo

Price and monthly rent.

Target ·

Variations

Rent-to-price ratio

The actual percent:

=monthly_rent / price

2% rule

Stricter bar:

=IF(monthly_rent >= price*2%, "Pass", "Below")

Target rent

Rent to hit 1%:

=price * 0.01

Pitfalls & errors

Heuristic only. It ignores expenses, taxes, and appreciation — never decide on it alone.

Market-dependent. Many strong markets fail the 1% rule; adjust the threshold to your area.

Use total cost. For rehabs, compare rent to price + repairs, not price alone.

Practice workbook

📊
Download the free The 1% Rule Screening Check practice workbook
A 1%-rule sheet with the ratio, 2%-rule, and target-rent variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I check the 1% rule in Excel?
Compare rent to 1% of price: =IF(monthly_rent >= price*0.01, "Pass", "Below"). It flags whether a rental clears the screening bar.
What is the 1% rule in real estate?
A rule of thumb that monthly rent should be at least 1% of the purchase price. It's a quick screen, not a full analysis.
Is the 1% rule reliable?
No — it ignores taxes, insurance, vacancy, and appreciation. Use it to triage, then run cap rate and cash-on-cash.

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Related formulas: Yes/no from a test · Cap rate · Rental yield

Function references: IF