Page 1 of 1

Buy vs Rent Premium Snapshot Intake Form ($399)

Includes a personalized Rent vs Buy financial comparison report delivered within 5 business days. Once your report is delivered, you’ll have access to email-based concierge support to ask up to 2 follow-up questions tailored to your situation

City Details

Current city

Destination city

What is your name?

What is your email address?

Household Details

Number of people in household

Home Purchase Inputs

Estimated home price in new city

Down payment %

Mortgage interest rate (%)

Length of mortgage (15 / 20 / 30 years)

Annual property tax rate (%)

Annual homeowner's insurance ($)

Monthly HOA fees (if applicable)

Monthly utility costs (if different from renting)

Expected annual home appreciation rate (%)

Annual maintenance estimate ($)

Estimated closing costs (% of home price)

Estimated selling costs (% of home price)

Covers realtor commission and selling fees. Usually 5%–7%.

Rental Inputs

Expected monthly rent

Rent inflation rate (annual %)

Monthly renter’s insurance (optional)

Pet rent or deposits (if applicable)

Financial Inputs

Annual gross income (before taxes) (optional)

Monthly debt payments (all combined)

Marginal tax rate (%)

Your highest tax bracket. If unsure, use 22% for most middle-income households.

Savings

Time Horizon

Current total savings

How many years will you stay?

Please share any unique details about your situation that might affect your decision to rent or buy. For example, are you planning to stay in the new city long-term? Do you expect your income, family size, or lifestyle to change in the next few years? Are there specific financial constraints, like student loans, upcoming expenses, or a non-traditional income source we should factor in? Do you anticipate renting out part of your home, or need room for a home office? The more we know, the better we can tailor your report.