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Utica, NY Cap Rate: 4.42% — Rental Property Analysis

Utica is a budget-friendly market in the Northeast with a smaller market with 62,000 residents. At a 4.42% estimated cap rate, this is a moderate market where rents of $1,340/mo lag behind home prices. With a median home price of $215,000 and the population has been declining, which investors should factor into long-term projections, Utica offers opportunities for investors who source deals carefully.

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

Moderate — source deals carefully
Based on $215,000 median price and $1,340/mo median rent
Est. Cap Rate
4.42%
1% Rule
0.62%
Fails
GRM
13.4x
Price / Income
5.9x

Market Data

Median Home Price$215,000
Median Monthly Rent$1,340
Property Tax Rate1.74%
Population62,000
Population Growth-0.2% / yr
Median Household Income$36,200
Vacancy Rate7%
Annual Appreciation1.8%

2026 Market Update: Utica

Utica's 0.6% rent-to-price ratio is well below the 1% rule. At median prices of $215,000, the $1,340/mo rent produces only $791/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 ($43K at 7%) would result in approximately $-353/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 23% of gross rent here — one of the highest ratios in our dataset. This significantly compresses margins and makes Utica a market where tax-conscious underwriting is essential. Every deal should be stress-tested with potential assessment increases.

Deal Modeling & Scenarios for Utica

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

Property Tax Bill in Real Dollars

Annual$3,741
Monthly$312
% of Gross Rent23.3%

At 1.74% effective rate on the $215,000 median price, the annual tax bill is $3,741 — that's very high (top 15% of US markets) (+64% 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 Utica continues appreciating at 1.8%/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$215K$1,3404.4%
Year 1$219K$1,3804.5%
Year 2$223K$1,4224.5%
Year 3$227K$1,4644.6%
Year 4$231K$1,5084.6%
Year 5$235K$1,5534.7%

Three Financing Scenarios

Same median-priced Utica 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$215K$791$9,4934.4%
20% down conventional @ 7%$49K$-353$-4,232-8.6%
25% down DSCR @ 8.5%$62K$-449$-5,387-8.6%

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)$161K$1,139$7,0744.4%$589
At median$215K$1,340$7,7813.6%$648
Above median (~125% price)$269K$1,541$8,4883.2%$707

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 Utica's historical appreciation rate of 1.8%:

Cash Flow (5yr)$-21,161
Appreciation$20K
Principal Paydown$13K
Total Return$12K

On a $43K down payment, that's a 27.4% total ROI over 5 years (not annualized). Tax benefits from depreciation are additional and depend on your personal tax bracket.

Risk Flags Specific to Utica

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

Watch closelyPopulation is declining at -0.2% per year. Tenant demand erodes over multi-year holds in shrinking metros — underwrite with conservative rent growth (0–1%) and elevated vacancy (8–10%).
Worth notingVacancy at 7% runs slightly above national average. Conservative underwriting (7% vacancy) recommended.
Watch closelyProperty tax rate of 1.74% is among the highest in the country. Taxes consume a meaningful share of gross rent — see the tax breakdown above. Stress-test for assessment increases.

Cap Rate Calculator — Utica

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

Property Details
$
$
3–8% typical
%
Monthly Expenses
1.74% rate
$
$
8–10% of rent
$
8–12% of rent
$
Cap Rate
3.47%Low
Net Operating Income ÷ Purchase Price
NOI / Year
$7,454
net operating income
Gross Rent Multiplier
13.4x
Good (<15)
1% Rule
0.62%
✗ Fails
Monthly Cash Flow
$621
before debt service
Annual Breakdown
Gross Rental Income$16,080
Less Vacancy−$1,126
Effective Income$14,954
Less Operating Expenses−$7,500
Net Operating Income$7,454
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Cash-on-Cash Return — Utica

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

$
$53,750
%
%
years
$
taxes + ins + maint + mgmt
$
$
Cash-on-Cash Return
-5.47%Weak
Annual Cash Flow ÷ Total Cash Invested
Total Cash Invested
$60,200
$53,750 down + $6,450 closing
Monthly Mortgage
$1,051
on $161K loan
Monthly Cash Flow
$-274
after all expenses
Annual Cash Flow
$-3,291
before taxes
Cash Flow Breakdown
Monthly Rent$1,340
Less Expenses−$563
Less Mortgage−$1,051
Monthly Cash Flow$-274

Is Utica a Good Place to Invest in Rental Property?

Utica, NY has a population of 62,000 and has been growing at -0.2% annually — roughly in line with national trends, meaning demand is stable but not exceptional. The median home price of $215,000 paired with median rents of $1,340/mo produces an estimated cap rate of 4.42%.

Property taxes at 1.74% are notably high and represent a significant drag on cash flow — model this expense carefully, as it can make or break a deal. The vacancy rate of 7% runs above average, which increases cash flow volatility and warrants conservative underwriting.

At a price-to-income ratio of 5.9x, homes cost about 5.9 times the local median income of $36,200. This moderate ratio indicates a balanced rent-vs-buy market. Home values have appreciated at roughly 1.8% annually. Steady appreciation means total returns will be primarily cash flow-driven — the more sustainable model for long-term wealth building.

Bottom line: Utica presents moderate opportunities. Cap rates near 4.42% mean deals need careful sourcing — look for value-add rehabs or emerging neighborhoods where rents are climbing.

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