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Spartanburg, SC Cap Rate: 4.44% — Rental Property Analysis

Spartanburg is the immediate-BMW-plant Upstate South Carolina market — the BMW Spartanburg plant is technically in Greer (just west of Spartanburg proper), but Spartanburg County is where the broader supplier ecosystem and employment base concentrate. The 4.44% cap rate at a $275,000 median price keeps the 0.52% rent-to-price ratio closer to functional than Greenville. Population growth at 0.8%/yr is steady, helped by continued BMW expansion and supplier-cluster employment.

Employment is anchored by BMW Manufacturing (the Spartanburg plant — the largest BMW production facility in the world by volume, building X3, X5, X6, X7, and XM SUVs for global export — with the broader Tier-1 and Tier-2 supplier ecosystem extending throughout Spartanburg County), Milliken & Company (privately-held textile/specialty chemicals — one of the larger US privately-held manufacturers, headquartered here), Adidas' North American distribution and logistics operations, Spartanburg Regional Healthcare System (the dominant regional medical system), Wofford College and Converse University, the broader QS/1 (pharmacy software) operations, and the broader Inland-Port and logistics economy tied to the Greenville-Spartanburg International Airport. The tenant base skews toward manufacturing-skilled and supplier-engineering — a meaningful blue-collar plus professional mix. Submarkets stratify cleanly: Converse Heights and the historic downtown / Hampton Heights area are walkable urban-historic with strong appreciation; the Lyman / Greer area on the BMW side is premium suburban draw for BMW professionals; Boiling Springs north of town is the high-growth family-school suburban zone; West Spartanburg and parts of the south side offer deeper-value workforce inventory.

South Carolina property tax at 0.57% is moderate at the metro level, but the 4% (owner-occupied) vs 6% (non-owner-occupied) assessment-ratio gap means non-occupant investors pay materially more than the headline rate suggests. SC state income tax is graduated with a top rate near 6.5%, with a phase-down underway. Insurance is reasonable. The structural advantages: BMW + Milliken + Adidas + Spartanburg Regional is a genuinely diversified employer mix unusual for an SC metro this size; BMW has invested billions in EV production capacity, and the long-term commitment to Spartanburg appears durable; cost basis is materially below Greenville with similar tenant-base quality. The structural risks: BMW concentration is real — any major production-shift decision would affect the metro economy. For investors who want Upstate SC exposure with a slightly different price profile than Greenville, Spartanburg is the most overlooked sister-city 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 $275,000 median price and $1,420/mo median rent
Est. Cap Rate
4.44%
1% Rule
0.52%
Fails
GRM
16.1x
Price / Income
7.2x

Market Data

Median Home Price$275,000
Median Monthly Rent$1,420
Property Tax Rate0.57%
Population40,000
Population Growth0.8% / yr
Median Household Income$38,400
Vacancy Rate6.2%
Annual Appreciation2.8%

2026 Market Update: Spartanburg

Spartanburg's 0.5% rent-to-price ratio is well below the 1% rule. At median prices of $275,000, the $1,420/mo rent produces only $1,018/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 $-445/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 16.1x gross rent multiplier and 6.2% vacancy rate position Spartanburg as a balanced market. With annual appreciation at 2.8%, total returns (cash flow + equity growth) run approximately 7.2% before financing leverage.

Deal Modeling & Scenarios for Spartanburg

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

Property Tax Bill in Real Dollars

Annual$1,568
Monthly$131
% of Gross Rent9.2%

At 0.57% effective rate on the $275,000 median price, the annual tax bill is $1,568 — that's very low (bottom 15% of US markets) (-46% 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 Spartanburg continues appreciating at 2.8%/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$1,4204.4%
Year 1$283K$1,4634.5%
Year 2$291K$1,5064.5%
Year 3$299K$1,5524.5%
Year 4$307K$1,5984.5%
Year 5$316K$1,6464.5%

Three Financing Scenarios

Same median-priced Spartanburg 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$1,018$12,2164.4%
20% down conventional @ 7%$63K$-445$-5,340-8.4%
25% down DSCR @ 8.5%$80K$-568$-6,817-8.5%

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)$206K$1,207$9,2684.5%$772
At median$275K$1,420$10,5903.9%$882
Above median (~125% price)$344K$1,633$11,9113.5%$993

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 Spartanburg's historical appreciation rate of 2.8%:

Cash Flow (5yr)$-26,700
Appreciation$41K
Principal Paydown$17K
Total Return$31K

On a $55K down payment, that's a 55.5% total ROI over 5 years (not annualized). Tax benefits from depreciation are additional and depend on your personal tax bracket.

Risk Flags Specific to Spartanburg

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

Watch closelyRent-to-price ratio of 0.52% 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 7.2x suggests homeownership is stretched locally — supports rental demand, but limits the buyer pool for any future exit.

Cap Rate Calculator — Spartanburg

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

Property Details
$
$
3–8% typical
%
Monthly Expenses
0.57% rate
$
$
8–10% of rent
$
8–12% of rent
$
Cap Rate
3.72%Low
Net Operating Income ÷ Purchase Price
NOI / Year
$10,236
net operating income
Gross Rent Multiplier
16.1x
High (>15)
1% Rule
0.52%
✗ Fails
Monthly Cash Flow
$853
before debt service
Annual Breakdown
Gross Rental Income$17,040
Less Vacancy−$1,056
Effective Income$15,984
Less Operating Expenses−$5,748
Net Operating Income$10,236
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Cash-on-Cash Return — Spartanburg

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

$
$68,750
%
%
years
$
taxes + ins + maint + mgmt
$
$
Cash-on-Cash Return
-8.11%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
$-521
after all expenses
Annual Cash Flow
$-6,247
before taxes
Cash Flow Breakdown
Monthly Rent$1,420
Less Expenses−$596
Less Mortgage−$1,345
Monthly Cash Flow$-521

Is Spartanburg a Good Place to Invest in Rental Property?

Spartanburg, SC has a population of 40,000 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 $275,000 paired with median rents of $1,420/mo produces an estimated cap rate of 4.44%.

Property taxes at 0.57% are well below the national average of ~1.1%, providing a meaningful cash flow advantage many investors overlook. The vacancy rate of 6.2% is moderate and within normal parameters for a healthy rental market.

At a price-to-income ratio of 7.2x, homes cost about 7.2 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 2.8% annually. Steady appreciation means total returns will be primarily cash flow-driven — the more sustainable model for long-term wealth building.

Bottom line: Spartanburg presents moderate opportunities. Cap rates near 4.44% mean deals need careful sourcing — look for value-add rehabs or emerging neighborhoods where rents are climbing.

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