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Waterbury, CT Cap Rate: 4.31% — Rental Property Analysis

Waterbury is a budget-friendly market in the Northeast with a smaller market with 115,000 residents. At a 4.31% estimated cap rate, this is a moderate market where rents of $1,180/mo lag behind home prices. With a median home price of $195,000 and the population has been declining, which investors should factor into long-term projections, Waterbury 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 $195,000 median price and $1,180/mo median rent
Est. Cap Rate
4.31%
1% Rule
0.61%
Fails
GRM
13.8x
Price / Income
4.8x

Market Data

Median Home Price$195,000
Median Monthly Rent$1,180
Property Tax Rate1.7%
Population115,000
Population Growth-0.1% / yr
Median Household Income$40,800
Vacancy Rate6.2%
Annual Appreciation2.1%

2026 Market Update: Waterbury

Waterbury's 0.6% rent-to-price ratio is well below the 1% rule. At median prices of $195,000, the $1,180/mo rent produces only $701/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 ($39K at 7%) would result in approximately $-336/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 Waterbury a market where tax-conscious underwriting is essential. Every deal should be stress-tested with potential assessment increases.

Deal Modeling & Scenarios for Waterbury

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

Property Tax Bill in Real Dollars

Annual$3,315
Monthly$276
% of Gross Rent23.4%

At 1.7% effective rate on the $195,000 median price, the annual tax bill is $3,315 — that's very high (top 15% of US markets) (+60% 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 Waterbury continues appreciating at 2.1%/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$195K$1,1804.3%
Year 1$199K$1,2154.3%
Year 2$203K$1,2524.4%
Year 3$208K$1,2894.4%
Year 4$212K$1,3284.5%
Year 5$216K$1,3684.5%

Three Financing Scenarios

Same median-priced Waterbury 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$195K$701$8,4074.3%
20% down conventional @ 7%$45K$-337$-4,042-9.0%
25% down DSCR @ 8.5%$57K$-424$-5,089-9.0%

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)$146K$1,003$6,2934.3%$524
At median$195K$1,180$6,9213.5%$577
Above median (~125% price)$244K$1,357$7,5503.1%$629

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 Waterbury's historical appreciation rate of 2.1%:

Cash Flow (5yr)$-20,209
Appreciation$21K
Principal Paydown$12K
Total Return$13K

On a $39K down payment, that's a 32.9% total ROI over 5 years (not annualized). Tax benefits from depreciation are additional and depend on your personal tax bracket.

Risk Flags Specific to Waterbury

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

Watch closelyPopulation is declining at -0.1% per year. Tenant demand erodes over multi-year holds in shrinking metros — underwrite with conservative rent growth (0–1%) and elevated vacancy (8–10%).
Watch closelyProperty tax rate of 1.7% 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 — Waterbury

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

Property Details
$
$
3–8% typical
%
Monthly Expenses
1.7% rate
$
$
8–10% of rent
$
8–12% of rent
$
Cap Rate
3.41%Low
Net Operating Income ÷ Purchase Price
NOI / Year
$6,646
net operating income
Gross Rent Multiplier
13.8x
Good (<15)
1% Rule
0.61%
✗ Fails
Monthly Cash Flow
$554
before debt service
Annual Breakdown
Gross Rental Income$14,160
Less Vacancy−$878
Effective Income$13,282
Less Operating Expenses−$6,636
Net Operating Income$6,646
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Cash-on-Cash Return — Waterbury

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

$
$48,750
%
%
years
$
taxes + ins + maint + mgmt
$
$
Cash-on-Cash Return
-5.92%Weak
Annual Cash Flow ÷ Total Cash Invested
Total Cash Invested
$54,600
$48,750 down + $5,850 closing
Monthly Mortgage
$953
on $146K loan
Monthly Cash Flow
$-269
after all expenses
Annual Cash Flow
$-3,233
before taxes
Cash Flow Breakdown
Monthly Rent$1,180
Less Expenses−$496
Less Mortgage−$953
Monthly Cash Flow$-269

Is Waterbury a Good Place to Invest in Rental Property?

Waterbury, CT has a population of 115,000 and has been growing at -0.1% annually — roughly in line with national trends, meaning demand is stable but not exceptional. The median home price of $195,000 paired with median rents of $1,180/mo produces an estimated cap rate of 4.31%.

Property taxes at 1.7% 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 6.2% is moderate and within normal parameters for a healthy rental market.

At a price-to-income ratio of 4.8x, homes cost about 4.8 times the local median income of $40,800. This moderate ratio indicates a balanced rent-vs-buy market. Home values have appreciated at roughly 2.1% annually. Steady appreciation means total returns will be primarily cash flow-driven — the more sustainable model for long-term wealth building.

Bottom line: Waterbury presents moderate opportunities. Cap rates near 4.31% mean deals need careful sourcing — look for value-add rehabs or emerging neighborhoods where rents are climbing.

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