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Billings, MT Cap Rate: 2.34% — Rental Property Analysis

Billings is the largest city in Montana and the regional anchor for an enormous geographic area — the medical, retail, energy services, and logistics hub for Eastern Montana, the Bakken oil region of North Dakota, and parts of Wyoming. The 2.34% cap rate at a $400,000 median price keeps the 0.34% rent-to-price ratio close to functional. Population growth at 1%/yr is steady.

Employment is anchored by Billings Clinic (the dominant regional medical system serving Montana, Wyoming, and the Western Dakotas — one of the larger US rural-anchor medical systems, with continuing capacity expansion), St. Vincent Healthcare (the competing major regional medical system), the broader healthcare ecosystem, the energy-services economy (Billings is the corporate and logistics hub for the Bakken oil shale operations to the east and the broader Rocky Mountain energy sector — refining, services, supply), ExxonMobil and Phillips 66 refineries in Billings (the Billings refinery complex is meaningful for Montana fuel supply and employment), the broader Yellowstone County government, Montana State University Billings, and the Federal Reserve Bank of Minneapolis Helena Branch operations. Submarkets stratify cleanly: the historic West End and Heights area is walkable urban-historic with strong appreciation; Hilands and the broader West Billings extend with newer construction and premium suburban-school zones; Lockwood east is the more workforce-rental area; the broader Yellowstone County extends with rural-edge construction.

Montana has no state sales tax but does have a state income tax (graduated, top rate near 5.9%). Property tax at 0.74% is on the higher end for the Mountain West, and Yellowstone County's reassessment cycle is multi-year — meaningful for newer buyers in fast-appreciating cycles. Insurance is reasonable but verify wildfire / wildland-interface exposure (Eastern Montana has periodic significant wildfire seasons). The structural advantages: durable Billings Clinic + healthcare employment; regional-hub role concentrates retail and services employment that wouldn't otherwise exist at this metro size; energy services provides upside in commodity-up cycles; the broader Rocky Mountain in-migration thesis continues. The structural risks: energy services employment is cyclical (Bakken activity has come back from 2020 lows but remains below 2014 peaks); rural-anchor metros are sensitive to broader regional demographic trajectories. For investors who want a Montana market with cash-flow math closer to functional than Bozeman or Missoula, Billings is the most defensible Eastern Montana option.

Market data powered by Zillow Home Value Index (ZHVI) and Zillow Observed Rent Index (ZORI) · Updated Feb 2026

Challenging for pure cash flow
Based on $400,000 median price and $1,360/mo median rent
Est. Cap Rate
2.34%
1% Rule
0.34%
Fails
GRM
24.5x
Price / Income
7.0x

Market Data

Median Home Price$400,000
Median Monthly Rent$1,360
Property Tax Rate0.74%
Population121,000
Population Growth1% / yr
Median Household Income$56,800
Vacancy Rate4.8%
Annual Appreciation2.6%

2026 Market Update: Billings

Billings's 0.3% rent-to-price ratio is well below the 1% rule. At median prices of $400,000, the $1,360/mo rent produces only $781/mo in NOI. Investors here need to target below-median properties or pursue value-add strategies to make the numbers work.

At current rates, a 20% down conventional loan ($80K at 7%) would result in approximately $-1,347/mo cash flow — negative at median prices. Larger down payments, seller financing, or buying 15–25% below median are strategies to turn the numbers positive.

Property taxes consume 18% of gross rent here — one of the highest ratios in our dataset. This significantly compresses margins and makes Billings a market where tax-conscious underwriting is essential. Every deal should be stress-tested with potential assessment increases.

Deal Modeling & Scenarios for Billings

All figures below are computed from Billings's real market medians. Use them as a baseline; override with property-specific numbers in the calculators.

Property Tax Bill in Real Dollars

Annual$2,960
Monthly$247
% of Gross Rent18.1%

At 0.74% effective rate on the $400,000 median price, the annual tax bill is $2,960 — that's below national average (-30% vs the national average of ~1.06%). Verify the actual assessed value before purchase; sale-triggered reassessments can push the bill higher than the seller's current statement.

5-Year Cap Rate Trajectory

If Billings continues appreciating at 2.6%/yr while rents grow at a conservative 3%/yr, cap rate holds roughly steady as price growth outpaces rent. Year-by-year projection at the median:

YearEst. PriceEst. Rent/MoCap Rate
Today$400K$1,3602.3%
Year 1$410K$1,4012.4%
Year 2$421K$1,4432.4%
Year 3$432K$1,4862.4%
Year 4$443K$1,5312.4%
Year 5$455K$1,5772.4%

Three Financing Scenarios

Same median-priced Billings property — different capital structures. All-cash maximizes cap rate. Leverage trades cash flow for higher cash-on-cash return when the spread between cap rate and borrowing cost is positive.

ScenarioCash InvestedMonthly Cash FlowAnnual CFCash-on-Cash
All cash$400K$781$9,3772.3%
20% down conventional @ 7%$92K$-1,347$-16,159-17.6%
25% down DSCR @ 8.5%$116K$-1,526$-18,307-15.8%

Three Price Tiers: Below, At, and Above the Median

Properties don't always trade at the median. Lower-priced units typically offer higher cap rates but harder operations; higher-priced properties tend to compress cap rates while attracting better tenants. All-cash assumptions below:

TierPriceRent/MoNOI/YrCap RateMonthly CF
Below median (~75% price)$300K$1,156$7,5672.5%$631
At median$400K$1,360$8,3652.1%$697
Above median (~125% price)$500K$1,564$9,1641.8%$764

Total Return Over a 5-Year Hold

Cap rate is just one piece. Real estate returns come from four sources: cash flow, appreciation, principal paydown, and tax benefits. Assuming 20% down conventional financing at 7% and a 5-year hold at Billings's historical appreciation rate of 2.6%:

Cash Flow (5yr)$-80,797
Appreciation$55K
Principal Paydown$24K
Total Return$-2,022

On a $80K down payment, that's a -2.5% total ROI over 5 years (not annualized). Tax benefits from depreciation are additional and depend on your personal tax bracket.

Risk Flags Specific to Billings

Automated checks against the underlying data — surface only the risks that actually apply to Billings, not generic boilerplate:

Watch closelyRent-to-price ratio of 0.34% is well below the 1% rule. Achieving positive cash flow at median prices requires below-market purchases, larger down payments, or value-add strategies.
Worth notingPrice-to-income ratio of 7.0x suggests homeownership is stretched locally — supports rental demand, but limits the buyer pool for any future exit.

Cap Rate Calculator — Billings

Pre-filled with Billings medians. Adjust to match a specific property.

Property Details
$
$
3–8% typical
%
Monthly Expenses
0.74% rate
$
$
8–10% of rent
$
8–12% of rent
$
Cap Rate
2.01%Low
Net Operating Income ÷ Purchase Price
NOI / Year
$8,037
net operating income
Gross Rent Multiplier
24.5x
High (>15)
1% Rule
0.34%
✗ Fails
Monthly Cash Flow
$670
before debt service
Annual Breakdown
Gross Rental Income$16,320
Less Vacancy−$783
Effective Income$15,537
Less Operating Expenses−$7,500
Net Operating Income$8,037
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Cash-on-Cash Return — Billings

Factor in financing to see your actual return on invested capital in Billings.

$
$100,000
%
%
years
$
taxes + ins + maint + mgmt
$
$
Cash-on-Cash Return
-12.50%Weak
Annual Cash Flow ÷ Total Cash Invested
Total Cash Invested
$112,000
$100,000 down + $12,000 closing
Monthly Mortgage
$1,956
on $300K loan
Monthly Cash Flow
$-1,167
after all expenses
Annual Cash Flow
$-14,001
before taxes
Cash Flow Breakdown
Monthly Rent$1,360
Less Expenses−$571
Less Mortgage−$1,956
Monthly Cash Flow$-1,167

Is Billings a Good Place to Invest in Rental Property?

Billings, MT has a population of 121,000 and has been growing at 1% annually — roughly in line with national trends, meaning demand is stable but not exceptional. The median home price of $400,000 paired with median rents of $1,360/mo produces an estimated cap rate of 2.34%.

Property taxes at 0.74% are well below the national average of ~1.1%, providing a meaningful cash flow advantage many investors overlook. The vacancy rate of 4.8% is impressively low, indicating tight rental supply and strong tenant demand — favorable for landlords.

At a price-to-income ratio of 7.0x, homes cost about 7.0 times the local median income of $56,800. This elevated ratio means homeownership is stretched, supporting rental demand but limiting buyer pools. Home values have appreciated at roughly 2.6% annually. Steady appreciation means total returns will be primarily cash flow-driven — the more sustainable model for long-term wealth building.

Bottom line: At current median prices, Billings is challenging for pure cash flow investing. Consider BRRRR strategies with below-market purchases, or look at neighboring metros with stronger price-to-rent ratios.

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