What Is Operating Expense Ratio (OER) in Real Estate?
The Operating Expense Ratio (OER) measures how much of a property's income is used to cover operating expenses. Investors use OER to evaluate efficiency and compare rental properties. A lower OER generally indicates stronger cash flow performance.
How Operating Expense Ratio (OER) Works
OER shows what percentage of a property's gross operating income goes toward operating expenses such as repairs, maintenance, management, insurance, and utilities.
Formula:
OER = Operating Expenses ÷ Effective Gross Income
- Does not include mortgage payments or capital expenditures.
- Helps investors compare the efficiency of multiple properties.
- A high OER suggests expenses are consuming too much income.
- A low OER indicates healthier operating performance.
Example of OER in Real Estate
A rental property generates $60,000 in effective gross income per year. Operating expenses total $24,000.
Using the formula:
OER = $24,000 ÷ $60,000 = 0.40 (40%)
This means 40% of the property's income is used to operate the property, leaving the remaining 60% to contribute to cash flow.
OER vs. NOI vs. Cap Rate
- OER – Measures expense efficiency relative to income.
- NOI – Net income after expenses.
- Cap Rate – Return based on NOI and property price.
OER focuses on expenses, while NOI and cap rate focus on income and investment performance.
Related Real Estate Concepts
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