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Waterloo, IA Cap Rate: 4.03% — Rental Property Analysis

Waterloo is a budget-friendly market in the Midwest with a smaller market with 68,000 residents. At a 4.03% estimated cap rate, this is a moderate market where rents of $1,100/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, Waterloo 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 $1,100/mo median rent
Est. Cap Rate
4.03%
1% Rule
0.56%
Fails
GRM
14.8x
Price / Income
4.2x

Market Data

Median Home Price$195,000
Median Monthly Rent$1,100
Property Tax Rate1.5%
Population68,000
Population Growth0% / yr
Median Household Income$46,200
Vacancy Rate6.5%
Annual Appreciation1.9%

2026 Market Update: Waterloo

Waterloo's 0.6% rent-to-price ratio is well below the 1% rule. At median prices of $195,000, the $1,100/mo rent produces only $655/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 $-382/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 22% of gross rent here — one of the highest ratios in our dataset. This significantly compresses margins and makes Waterloo a market where tax-conscious underwriting is essential. Every deal should be stress-tested with potential assessment increases.

Deal Modeling & Scenarios for Waterloo

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

Property Tax Bill in Real Dollars

Annual$2,925
Monthly$244
% of Gross Rent22.2%

At 1.5% effective rate on the $195,000 median price, the annual tax bill is $2,925 — that's above national average (+42% 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 Waterloo continues appreciating at 1.9%/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$195K$1,1004.0%
Year 1$199K$1,1334.1%
Year 2$202K$1,1674.1%
Year 3$206K$1,2024.2%
Year 4$210K$1,2384.2%
Year 5$214K$1,2754.3%

Three Financing Scenarios

Same median-priced Waterloo 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$655$7,8574.0%
20% down conventional @ 7%$45K$-383$-4,592-10.2%
25% down DSCR @ 8.5%$57K$-470$-5,639-10.0%

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$935$5,9174.0%$493
At median$195K$1,100$6,5253.3%$544
Above median (~125% price)$244K$1,265$7,1332.9%$594

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 Waterloo's historical appreciation rate of 1.9%:

Cash Flow (5yr)$-22,959
Appreciation$19K
Principal Paydown$12K
Total Return$8K

On a $39K down payment, that's a 20.5% total ROI over 5 years (not annualized). Tax benefits from depreciation are additional and depend on your personal tax bracket.

Risk Flags Specific to Waterloo

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

Worth notingProperty tax rate of 1.5% is above national average. Verify the assessed value before purchase — sale-triggered reassessments can push your actual bill up.
Watch closelyRent-to-price ratio of 0.56% 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 — Waterloo

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

Property Details
$
$
3–8% typical
%
Monthly Expenses
1.5% rate
$
$
8–10% of rent
$
8–12% of rent
$
Cap Rate
3.21%Low
Net Operating Income ÷ Purchase Price
NOI / Year
$6,258
net operating income
Gross Rent Multiplier
14.8x
Good (<15)
1% Rule
0.56%
✗ Fails
Monthly Cash Flow
$522
before debt service
Annual Breakdown
Gross Rental Income$13,200
Less Vacancy−$858
Effective Income$12,342
Less Operating Expenses−$6,084
Net Operating Income$6,258
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Cash-on-Cash Return — Waterloo

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

$
$48,750
%
%
years
$
taxes + ins + maint + mgmt
$
$
Cash-on-Cash Return
-6.93%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
$-315
after all expenses
Annual Cash Flow
$-3,785
before taxes
Cash Flow Breakdown
Monthly Rent$1,100
Less Expenses−$462
Less Mortgage−$953
Monthly Cash Flow$-315

Is Waterloo a Good Place to Invest in Rental Property?

Waterloo, IA has a population of 68,000 and has been growing at 0% 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 $1,100/mo produces an estimated cap rate of 4.03%.

Property taxes at 1.5% fall within the national average range and shouldn't present unusual challenges. The vacancy rate of 6.5% is moderate and within normal parameters for a healthy rental market.

At a price-to-income ratio of 4.2x, homes cost about 4.2 times the local median income of $46,200. This relatively affordable ratio suggests a deep pool of renters who find buying out of reach, supporting rental demand. Home values have appreciated at roughly 1.9% annually. Steady appreciation means total returns will be primarily cash flow-driven — the more sustainable model for long-term wealth building.

Bottom line: Waterloo presents moderate opportunities. Cap rates near 4.03% mean deals need careful sourcing — look for value-add rehabs or emerging neighborhoods where rents are climbing.

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