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Real Estate Wealth · Definition

What Is an Equity Leak? Definition, Formula & Example

Last updated: August 19, 2026 · By Maria Sierra, Equity Strategy Flow

An equity leak is the annual return a property owner loses when the equity held in a property earns less than the owner's target return. It is measured in dollars per year: Equity Leak = (Target Return − Return on Equity) × Net Equity. A property can be paid down, appreciated, and still leak — because the wealth inside it has stopped working.

The formula

Equity Leak = (Target Return − ROE) × Net Equity

ROE = (Cash Flow + Principal Paydown + Appreciation) ÷ Net Equity
Net Equity = Market Value × (1 − Selling Costs) − Mortgage Balance

Return on Equity (ROE) is measured on net equity — what you would actually walk away with after selling costs — not on the purchase price and not on your original down payment. That is why ROE falls as a property appreciates and the loan amortizes: the same cash flow is being carried by more and more trapped capital.

A worked example

Line itemAmount
Market value$850,000
Mortgage balance$360,000
Net equity (after 6% selling costs)$439,000
NOI (income − operating expenses)$19,635
Cash flow (NOI − CapEx reserve − debt service)−$6,935 / yr
ROE (cash flow + amortization + appreciation)5.9%
Owner's target return8.0%
Equity leak≈ $9,295 per year

Nothing about this property looks broken from the outside: the tenant pays, the value rises. But $439,000 of stored wealth is producing 5.9% when the owner's alternative is 8% — a silent transfer of $9,295 every year, roughly a down payment on the next property every three to four years.

Equity leak vs. lazy equity, dead equity and trapped equity

They describe the same phenomenon from different angles. Lazy equity and dead equity describe the state of the capital (it sits, it doesn't work). Trapped equity describes its accessibility (you can't spend a brick). Equity leak is the measurement: it converts the state into a number — dollars lost per year — so the owner can decide whether to hold, optimize, or reposition.

TermWhat it describesUnit
Lazy / dead equityThe condition of underperforming capitalQualitative
Trapped equityWealth you cannot access without selling or borrowingQualitative
Equity leakThe annual cost of leaving it there$ / year

How do you calculate your equity leak? (3 steps)

1. Compute net equity: current value × (1 − selling costs) − loan balance.
2. Compute ROE: add one year of cash flow (after a CapEx reserve), principal paydown and expected appreciation, then divide by net equity.
3. Subtract ROE from your target return and multiply by net equity. If the result is positive, that is your annual leak; if negative, your equity is running a surplus.

What is a good return on equity for a rental property?

ROE bandReadingTypical action
Below 6%Stored capital — professional threshold to actRun a repositioning analysis
6% – 8%Underperforming vs. most owners' targetsOptimize income and costs first
8% – 12%Healthy for stabilized residentialHold and defend
Above 12%Equity working hard (often early-stage leverage)Hold; monitor as equity grows

Frequently asked questions

Is an equity leak the same as negative cash flow?

No. A property with positive cash flow can still leak if its ROE is below your target — and a young, leveraged property with thin cash flow can have zero leak because its equity base is small. The leak compares the return of your equity against its alternative, not against zero.

Does paying off my mortgage increase my equity leak?

Often yes. Paying down the loan grows your net equity while the property's income stays the same, so ROE falls. That is not an argument against paying down debt — it is an argument for measuring what your equity earns once it is there.

How is this different from a home equity calculator?

A home equity calculator tells you how much equity you have. An equity leak calculation tells you what that equity is earning — and what keeping it there costs you per year. The first number is a balance; the second is a decision.

What can I do about an equity leak?

Four standard paths, in order of disruption: raise the property's income, cut its costs, restructure the debt, or reposition part of the equity into assets that meet your target. Which one applies depends on your DSCR, your market and your goals — that is what a strategy session resolves.

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