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Louisville, KY Cap Rate: 3.96% — Rental Property Analysis

Louisville is one of the most underrated cash-flow markets in the country — 3.96% cap rate at a $275,000 median price, with the 0.49% rent-to-price ratio comfortably passing the 1% rule. Population growth at 0.6%/yr is modest but the economic base is genuinely diversified, which keeps tenant demand durable.

Employment anchors include UPS Worldport (the largest UPS air-cargo hub in the world, anchoring ~22,000 jobs at the Louisville Muhammad Ali International Airport), Humana's corporate headquarters, Ford's two assembly plants (Kentucky Truck Plant builds the F-Series Super Duty + Expedition + Navigator), GE Appliances' manufacturing, Brown-Forman (Jack Daniel's, Woodford Reserve), and the broader bourbon industry across central Kentucky. Eds-and-meds depth from the University of Louisville and Norton Healthcare add white-collar stability. Submarkets stratify: the Highlands, Crescent Hill, Old Louisville, and the NuLu corridor have walkable urban character with premium rents; Anchorage, St. Matthews, and Prospect draw family rentals around top school districts; the West End and parts of the South End offer deeper-value inventory with submarket-quality realities.

Kentucky property tax at 0.83% is below the national average — a structural cash-flow advantage. Kentucky has a flat 5% state income tax that affects net rental income but isn't prohibitive. Tornado and ice-storm capex matter — Louisville sits in a meaningful weather-exposure zone, and roof age plus generator considerations affect insurance pricing. The metro is a regular stop on out-of-state investor short lists because the cash-flow math works at the median, the operations are simpler than Cleveland or Detroit, and the population is genuinely stable rather than declining.

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 $275,000 median price and $1,360/mo median rent
Est. Cap Rate
3.96%
1% Rule
0.49%
Fails
GRM
16.9x
Price / Income
4.9x

Market Data

Median Home Price$275,000
Median Monthly Rent$1,360
Property Tax Rate0.83%
Population633,045
Population Growth0.6% / yr
Median Household Income$55,800
Vacancy Rate5.8%
Annual Appreciation2.9%

2026 Market Update: Louisville

Louisville's 0.5% rent-to-price ratio is well below the 1% rule. At median prices of $275,000, the $1,360/mo rent produces only $908/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 ($55K at 7%) would result in approximately $-555/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 16.9x gross rent multiplier and 5.8% vacancy rate position Louisville as a balanced market. With annual appreciation at 2.9%, total returns (cash flow + equity growth) run approximately 6.9% before financing leverage.

Deal Modeling & Scenarios for Louisville

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

Property Tax Bill in Real Dollars

Annual$2,283
Monthly$190
% of Gross Rent14.0%

At 0.83% effective rate on the $275,000 median price, the annual tax bill is $2,283 — 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 Louisville continues appreciating at 2.9%/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$275K$1,3604.0%
Year 1$283K$1,4014.0%
Year 2$291K$1,4434.0%
Year 3$300K$1,4864.0%
Year 4$308K$1,5314.0%
Year 5$317K$1,5774.0%

Three Financing Scenarios

Same median-priced Louisville 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$275K$908$10,8914.0%
20% down conventional @ 7%$63K$-555$-6,665-10.5%
25% down DSCR @ 8.5%$80K$-678$-8,142-10.2%

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)$206K$1,156$8,3114.0%$693
At median$275K$1,360$9,3803.4%$782
Above median (~125% price)$344K$1,564$10,4483.0%$871

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 Louisville's historical appreciation rate of 2.9%:

Cash Flow (5yr)$-33,325
Appreciation$42K
Principal Paydown$17K
Total Return$25K

On a $55K down payment, that's a 46.2% total ROI over 5 years (not annualized). Tax benefits from depreciation are additional and depend on your personal tax bracket.

Risk Flags Specific to Louisville

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

Watch closelyRent-to-price ratio of 0.49% is well below the 1% rule. Achieving positive cash flow at median prices requires below-market purchases, larger down payments, or value-add strategies.

Cap Rate Calculator — Louisville

Pre-filled with Louisville 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
3.29%Low
Net Operating Income ÷ Purchase Price
NOI / Year
$9,049
net operating income
Gross Rent Multiplier
16.9x
High (>15)
1% Rule
0.49%
✗ Fails
Monthly Cash Flow
$754
before debt service
Annual Breakdown
Gross Rental Income$16,320
Less Vacancy−$947
Effective Income$15,373
Less Operating Expenses−$6,324
Net Operating Income$9,049
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Cash-on-Cash Return — Louisville

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

$
$68,750
%
%
years
$
taxes + ins + maint + mgmt
$
$
Cash-on-Cash Return
-8.66%Weak
Annual Cash Flow ÷ Total Cash Invested
Total Cash Invested
$77,000
$68,750 down + $8,250 closing
Monthly Mortgage
$1,345
on $206K loan
Monthly Cash Flow
$-556
after all expenses
Annual Cash Flow
$-6,667
before taxes
Cash Flow Breakdown
Monthly Rent$1,360
Less Expenses−$571
Less Mortgage−$1,345
Monthly Cash Flow$-556

Is Louisville a Good Place to Invest in Rental Property?

Louisville, KY has a population of 633,045 and has been growing at 0.6% annually — roughly in line with national trends, meaning demand is stable but not exceptional. The median home price of $275,000 paired with median rents of $1,360/mo produces an estimated cap rate of 3.96%.

Property taxes at 0.83% fall within the national average range and shouldn't present unusual challenges. The vacancy rate of 5.8% is moderate and within normal parameters for a healthy rental market.

At a price-to-income ratio of 4.9x, homes cost about 4.9 times the local median income of $55,800. This moderate ratio indicates a balanced rent-vs-buy market. Home values have appreciated at roughly 2.9% 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, Louisville 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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