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REAL ESTATE WEALTH BUILDING TOOL

See what buying—and waiting—could mean for you.

Explore a purchase scenario, compare potential long-term growth, and understand the possible cost of waiting. Change any assumption to make the conversation yours.

Projected home value$1,048,741after 10 years at 4.9% annual appreciation

01 / PURCHASE

Define your scenario

Use approximate figures for an educational first look. A lender can provide exact qualification and payment details.

Purchase scenario

Loan type

Conventional financing may require private mortgage insurance when the down payment is below 20%.

Rate estimate: Defaults to the Freddie Mac national weekly average for a 30-year fixed mortgage (6.71% as of Sep 3, 2026) and updates weekly. This is an illustration—not a rate quote. Your actual rate and APR depend on your loan program, qualifications, points, property and lender terms. Obtain your rate from your lender. Source ↗

Loan term

Appreciation & comparison

Down payment$65,000
Base loan amount$585,000
Total financed loan$585,000
Monthly principal & interest$3,779

ESTIMATED MONTHLY PAYMENT

See the payment beyond principal and interest.

Enter estimated annual amounts from your lender, insurance professional, property listing or county records. Program fees are starting estimates and should be confirmed with your lender.

The 0.60% default is an editable planning estimate. Actual property taxes vary by county, taxing area, assessed value and primary-residence status; verify the property’s taxes through county records or your lender.
The 0.261% default is a planning estimate, it is not an insurance quote. Coverage needs and premiums vary by property, insurer, location, deductible and replacement cost; obtain a quote for the specific property.

PRINCIPAL, INTEREST, TAXES, HOMEOWNERS INSURANCE AND MORTGAGE INSURANCE

$4,538estimated per month
Principal & interest$3,779
Property taxes$325
Homeowners insurance$141
Private mortgage insurance$293
About these assumptions

Interest rate: The default is the latest available Freddie Mac national weekly average for a 30-year fixed mortgage (6.71% as of Sep 3, 2026). It is an editable planning estimate, not a rate or loan quote. Actual interest rate and APR vary by loan program, borrower qualifications, points, property and lender terms; obtain your rate from your lender.

Property taxes: The 0.60% default is an editable planning estimate based on the purchase price. Actual property taxes vary by county, taxing area, assessed value and primary-residence status; verify the property’s taxes through county records or your lender.

Homeowners insurance: The 0.261% default is a planning estimate, not an insurance quote. Coverage needs and premiums vary by property, insurer, location, deductible and replacement cost; obtain a quote for the specific property.

Appreciation: The default uses Utah’s 4.9% 30-year annualized statewide FHFA result and can be compared with the conservative 2% and higher 6% scenarios. The Utah results update quarterly and currently run through Q2 2026. Historical performance is not a forecast or guarantee.

Alternative investment return: The 7% starting figure is a neutral illustration, not the return of a specific investment or index. Buyers can test lower or higher assumptions.

02 / WEALTH

Project your real estate position

Homeownership can build equity through appreciation and principal reduction. This illustration separates both sources.

Projected home value$1,048,741
Appreciation gain$398,741
Principal paid down$86,475
Total projected equity$550,216
Gain above down payment$485,216
Return on initial down payment746.5%

REAL ESTATE VS. ALTERNATIVE INVESTMENT

What if the down payment were invested instead?

The comparison uses the same initial cash and your selected annual return. It does not include taxes, insurance, maintenance, transaction costs, rent changes, tax treatment, or investment fees.

Alternative investment value$127,865
Real estate gain$485,216
Illustrated real estate advantage$422,351

03 / TIMING

Test the cost of waiting

Waiting can change more than the rate. Test the tradeoff between a lower future rate, a larger down payment, rising prices, and rent paid in the meantime.

BUY NOW VS. WAIT 12 MONTHS

Estimated difference from waiting

$51,131

over the original 10-year horizon, including rent paid while waiting. A negative result means the selected waiting scenario projects a financial advantage.

Estimated future purchase price$681,850
Future down payment$68,185
Future loan amount$613,665
Future monthly P&I$3,484
Rent paid while waiting$26,400
Price increase while waiting$31,850

YOUR NEXT STEP

Numbers create clarity. A conversation creates a plan.

Review my scenario with a Stonefly agent