All Resources

Calculator

SDIRA Growth Calculator

Real Estate + Reinvested Income, Compounded

See both engines at once: a property appreciating inside your retirement account, and the net rent you reinvest compounding alongside it. Everything calculates live in your browser — nothing is sent anywhere.

Your assumptions

Total Illustrative Value after 30 years

$4,523,976

Two compounding engines: the property itself appreciates, and the net rental income you reinvest compounds separately.

Initial real estate investment
$400,000
Home value after 30 years (with appreciation)
$970,905
Home appreciation gain
$570,905
Annual net rental income reinvested
$21,600
Compounded value of reinvested rental income
$3,553,071
Total illustrative value
$4,523,976

How to read these numbers

The calculator above gives you a total. Here's how each piece of it gets there, using your current inputs.

  1. 1

    Initial Investment

    The property itself, held inside your self-directed IRA or 401(k). In this example: $400,000.

  2. 2

    Reinvestment of Net Rental Income

    Your net rental cash flow — $1,800 a month, or $21,600 a year — gets reinvested inside the account every year at an assumed 10% annual growth rate. Compounded over 30 years, that stream alone grows to $3,553,071.

  3. 3

    Combined Outcome

    The property itself is also appreciating — at 3% a year, it grows from $400,000 to $970,905. Add the two together and you get the total illustrative value above: $4,523,976.

Why this works

  • Rental income creates consistent cash flow, whether the property is appreciating that year or not.
  • Reinvesting that income is a second compounding engine, entirely separate from the property's own value.
  • A long time horizon does most of the work — the gap between year 10 and year 30 is where compounding actually shows up.
  • Property appreciation is a third layer on top of both — unlike a flat, conservative illustration, this calculator includes it, because it's real money on the table too.

Where the 10% and 15% figures come from

Investors using this strategy commonly target 10 to 15 percent cash-on-cash returns on the rental itself — deal- and market-dependent, and not guaranteed. A 10% long-term reinvestment growth rate is a commonly cited illustrative figure for diversified index funds over multi-decade periods historically, also not guaranteed. Feel free to plug in a more conservative number and see how the picture changes.

This is a hypothetical, illustrative example for educational purposes only. It does not guarantee results. Real estate and market returns are not guaranteed, involve risk, and can lose value. Consult your CPA, tax advisor, and IRA custodian before acting.

Thinking about rolling over an old 401(k) or IRA?

Tell me where you're at and I'll walk you through it.

or call/text 321-217-4220

Want to know how the account structure works first?