← All guides

Maintenance Budgeting

How much to set aside for upkeep and the common rules of thumb.

Maintenance is the expense new landlords underestimate most reliably. The property doesn't care whether you budgeted for it — the water heater fails on its own schedule. A written maintenance budget is what turns those surprises into routine line items.

The common rules of thumb

Three placeholders circulate for annual maintenance: the 1% rule (1% of the property's value per year — $2,800 on a $280,000 house), the 50% rule (all operating expenses combined, including maintenance, eat roughly 50% of gross rent on older properties), and a per-square-foot rule ($1 per square foot per year). They disagree on purpose — each is a sanity check, not a forecast. Use one to start, then replace it with your own trailing history.

What moves the number

Age and condition dominate: a 1920s triplex with original plumbing can cost triple what a 2015 build does. Tenant turnover is maintenance in disguise — each turn brings paint, cleaning, and small repairs. Deferred maintenance compounds: a $300 flashing repair skipped this year becomes a $3,000 ceiling repair later. Budget separately for routine repairs and for turnover costs.

Worked example

A 15-year-old single-family rental worth $250,000 rents for $1,900/month. The 1% rule suggests $2,500/year. Actual trailing costs: $1,400 in small repairs, one $450 appliance fix, and a turnover costing $1,100 — $2,950 for the year, about 13% of gross rent. Next year's budget: $250/month, revisited annually against actuals.

When this rule of thumb breaks

The 1% rule tracks property value, but maintenance tracks structures and use: a high-value property in an expensive market doesn't cost proportionally more to maintain, and a cheap old building costs far more than 1%. New construction runs artificially cheap for the first 5–10 years, then capital items start maturing at once. And maintenance budgets cover the routine — the roof and the HVAC belong in a separate capital reserve, or their arrival will flatten a year of cash flow in one invoice.