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Types of mortgages

Capitalization rate (cap rate)

Français : Taux de capitalisation (cap rate)

Ratio used to value an income property: NOI ÷ Property value. A 5% cap rate means the property generates $5 of net income per $100 of value. Inversely: Value = NOI ÷ Cap rate.

Definition

The capitalization rate (cap rate) is the primary indicator for income property valuation. It measures net income yield on market value, without considering financing.

Formula: Cap Rate = NOI ÷ Market Value × 100%

Or inversely to estimate value: Value = NOI ÷ Cap Rate

Example: - Triplex with NOI of $30,000/year - Local market cap rate for similar triplexes: 4.5% - Estimated value: $30,000 ÷ 0.045 = $666,667

Typical cap rates in Quebec (2024): - Montreal (central neighbourhoods): 3.5-4.5% for duplexes/triplexes - Laval, suburbs: 4-5% - Medium cities (Quebec City, Sherbrooke): 5-7%

Inverse cap rate/value relationship: when interest rates rise, cap rates generally increase, which lowers income property values (same NOI for a lower value).

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This definition is provided for informational purposes only and does not constitute legal, tax, or financial advice. For a personal situation, consult an AMF-licensed mortgage broker, notary, accountant, or the relevant financial institution.