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Bloomington, IN Cap Rate: 4.18% — Rental Property Analysis

Bloomington is the textbook flagship-university metro — Indiana University's ~43K students dominate the local economy and tenant pool in a way few US metros are dominated by a single university. The 4.18% cap rate at a $290,000 median price keeps the 0.51% rent-to-price ratio close to functional for the campus-adjacent inventory. Population growth at 0.8%/yr is steady.

Employment is anchored by Indiana University (the state flagship with ~43K students plus the IU Health Bloomington Hospital and the broader medical complex, the Kelley School of Business, the Jacobs School of Music, and the broader research footprint), Cook Group (the privately-held medical-device manufacturer headquartered here — one of the larger Indiana employers across multiple subsidiaries), Catalent Pharma Solutions (biotech and pharmaceutical contract manufacturing), Hoosier Energy, the broader Monroe County and Indiana state government, and a meaningful tech / startup community tied to the IU spinout pipeline. Submarkets stratify cleanly: the campus zones (Greek Row, near Bryan Park, Elm Heights) are student-heavy with operational complexity tied to August-to-July leasing; the southwestern neighborhoods (Hyde Park, Sherwood Oaks) are premium suburban-school; downtown / The Bloomington Square is walkable urban with strong appreciation; Ellettsville west and the broader Monroe County suburbs offer cheaper-basis options.

Indiana property tax at 0.83% is among the lower rates nationally, with Indiana's 1%/2%/3% tax cap on residential / agricultural / other property classifications providing predictable upside protection. Indiana state income tax is a flat ~3.05%. Insurance is reasonable. The structural advantages: IU enrollment is genuinely durable (the Indiana legislature has prioritized IU funding, and state-flagship enrollment doesn't cycle the way private-college enrollment can); Cook Group + Catalent provide diversified medical/biotech employment beyond the university; cost basis is materially below Indianapolis. The structural risks: student-market concentration is the central operational reality — campus-adjacent inventory has summer vacancy if leases aren't structured for 12-month August-to-July cycles, and the per-block variance between purpose-built student rentals and traditional family rentals is large. For investors who want a college-town with genuinely diversified medical-and-biotech employer support, Bloomington is the most defensible Indiana college-town option.

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

Moderate — source deals carefully
Based on $290,000 median price and $1,480/mo median rent
Est. Cap Rate
4.18%
1% Rule
0.51%
Fails
GRM
16.3x
Price / Income
7.6x

Market Data

Median Home Price$290,000
Median Monthly Rent$1,480
Property Tax Rate0.83%
Population87,000
Population Growth0.8% / yr
Median Household Income$38,400
Vacancy Rate5.2%
Annual Appreciation2.6%

2026 Market Update: Bloomington

Bloomington's 0.5% rent-to-price ratio is well below the 1% rule. At median prices of $290,000, the $1,480/mo rent produces only $1,009/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 ($58K at 7%) would result in approximately $-534/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.

The 16.3x gross rent multiplier and 5.2% vacancy rate position Bloomington as a balanced market. With annual appreciation at 2.6%, total returns (cash flow + equity growth) run approximately 6.8% before financing leverage.

Deal Modeling & Scenarios for Bloomington

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

Property Tax Bill in Real Dollars

Annual$2,407
Monthly$201
% of Gross Rent13.6%

At 0.83% effective rate on the $290,000 median price, the annual tax bill is $2,407 — that's below national average (-22% 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 Bloomington 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$290K$1,4804.2%
Year 1$298K$1,5244.2%
Year 2$305K$1,5704.2%
Year 3$313K$1,6174.2%
Year 4$321K$1,6664.2%
Year 5$330K$1,7164.3%

Three Financing Scenarios

Same median-priced Bloomington 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$290K$1,009$12,1094.2%
20% down conventional @ 7%$67K$-534$-6,404-9.6%
25% down DSCR @ 8.5%$84K$-663$-7,961-9.5%

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)$218K$1,258$9,2204.2%$768
At median$290K$1,480$10,4283.6%$869
Above median (~125% price)$363K$1,702$11,6353.2%$970

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 Bloomington's historical appreciation rate of 2.6%:

Cash Flow (5yr)$-32,021
Appreciation$40K
Principal Paydown$17K
Total Return$25K

On a $58K down payment, that's a 43.3% total ROI over 5 years (not annualized). Tax benefits from depreciation are additional and depend on your personal tax bracket.

Risk Flags Specific to Bloomington

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

Watch closelyRent-to-price ratio of 0.51% 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 7.6x suggests homeownership is stretched locally — supports rental demand, but limits the buyer pool for any future exit.

Cap Rate Calculator — Bloomington

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

Property Details
$
$
3–8% typical
%
Monthly Expenses
0.83% rate
$
$
8–10% of rent
$
8–12% of rent
$
Cap Rate
3.47%Low
Net Operating Income ÷ Purchase Price
NOI / Year
$10,068
net operating income
Gross Rent Multiplier
16.3x
High (>15)
1% Rule
0.51%
✗ Fails
Monthly Cash Flow
$839
before debt service
Annual Breakdown
Gross Rental Income$17,760
Less Vacancy−$924
Effective Income$16,836
Less Operating Expenses−$6,768
Net Operating Income$10,068
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Cash-on-Cash Return — Bloomington

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

$
$72,500
%
%
years
$
taxes + ins + maint + mgmt
$
$
Cash-on-Cash Return
-8.27%Weak
Annual Cash Flow ÷ Total Cash Invested
Total Cash Invested
$81,200
$72,500 down + $8,700 closing
Monthly Mortgage
$1,418
on $218K loan
Monthly Cash Flow
$-560
after all expenses
Annual Cash Flow
$-6,719
before taxes
Cash Flow Breakdown
Monthly Rent$1,480
Less Expenses−$622
Less Mortgage−$1,418
Monthly Cash Flow$-560

Is Bloomington a Good Place to Invest in Rental Property?

Bloomington, IN has a population of 87,000 and has been growing at 0.8% annually — roughly in line with national trends, meaning demand is stable but not exceptional. The median home price of $290,000 paired with median rents of $1,480/mo produces an estimated cap rate of 4.18%.

Property taxes at 0.83% fall within the national average range and shouldn't present unusual challenges. The vacancy rate of 5.2% is moderate and within normal parameters for a healthy rental market.

At a price-to-income ratio of 7.6x, homes cost about 7.6 times the local median income of $38,400. 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: Bloomington presents moderate opportunities. Cap rates near 4.18% mean deals need careful sourcing — look for value-add rehabs or emerging neighborhoods where rents are climbing.

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