R
R
%
Operating Expenses (Annual)
R
R
R
R
%
Capitalisation Rate
6.79%
Benchmark for Retail: 8%–10% — below range
Net Operating Income
R 339 600/yr
Gross Yield
9.60%
Effective Gross Income
R 441 600/yr
Expense Ratio
23.1%
Total Expenses
R 102 000/yr
Monthly NOI
R 28 300/mo
SAPOA Sector Benchmarks (JSE REIT data 2025)
SectorMin Cap RateMax Cap RateTypicalValue at NOI
Residential5%8%6.5%R 5 224 615
Retail (selected)8%10%9%R 3 773 333
Office9%11%10%R 3 396 000
Industrial10%13%11.5%R 2 953 043
Logistics8%10%9%R 3 773 333

Sources: SAPOA, Growthpoint, Redefine, IPD South Africa 2025. Value at NOI = your calculated NOI at each sector typical rate.

Understanding Cap Rate for SA Commercial Property How to use • Formula • Example

How to Use This Calculator

Enter the property value and gross monthly rental income. Set your expected vacancy rate (typically 5–10% for well-located commercial property) and add all annual operating expenses: municipal rates, body corporate levy, building insurance, maintenance, and property management fees. The calculator derives the Net Operating Income (NOI) and computes the capitalisation rate, then benchmarks it against SAPOA sector ranges.

Use the Sector Benchmarks tab to compare your result against Growthpoint and Redefine REIT averages for residential, retail, office, industrial, and logistics property.

The Cap Rate Formula

Cap rate is the pre-financing income return — it excludes bond repayments and income tax, making it a property-level metric independent of the buyer's financing structure.

Cap Rate (%) = Net Operating Income (NOI) ÷ Property Value × 100
NOI = Gross Rental Income × (1 − Vacancy Rate) − Annual Operating Expenses

Where operating expenses include:

  • Municipal rates & taxes — levied by the local municipality on the property value
  • Body corporate levy — if sectional title; covers exterior maintenance and insurance
  • Building insurance — if freehold; typically 0.1–0.2% of replacement value per year
  • Maintenance — routine repairs; industrial and older buildings typically 1–2% of value
  • Property management — typically 6–10% of collected rent

Bond repayments are NOT deducted from NOI. Debt service is a financing decision, not a property operating cost — excluding it allows cap rates to be compared across investors with different LTV ratios.

Worked Example

Sipho is evaluating an R8,000,000 warehouse in Pomona, Kempton Park. The tenant pays R72,000/month gross rent.

Annual gross rent: R72,000 × 12 = R864,000
Vacancy (5%): −R43,200
Effective gross income: R820,800

Annual operating expenses:
Municipal rates: R36,000  •  Insurance: R12,000  •  Maintenance: R24,000  •  Management (8%): R65,664
Total expenses: R137,664

NOI = R820,800 − R137,664 = R683,136
Cap Rate = R683,136 ÷ R8,000,000 × 100 = 8.54%

SAPOA industrial benchmark is 10–13%. At 8.54%, Sipho's warehouse is priced at a premium — typical for a well-located, modern logistics facility near OR Tambo. He targets a 9% cap rate as a negotiation floor.

Frequently Asked Questions

What is a good cap rate for commercial property in South Africa?

According to SAPOA and JSE-listed REIT data (Growthpoint, Redefine), typical South African cap rates are: residential 5–8%, retail 8–10%, office 9–11%, industrial 10–13%, logistics 8–10%. A higher cap rate indicates higher income relative to price — but may also signal higher risk or a less desirable property. In 2026, commercial cap rates reflect a prime rate of 10.25%.

What is the difference between cap rate and rental yield?

Rental yield is typically calculated as gross annual rent divided by property value — a simple ratio that ignores vacancy and expenses. Cap rate uses Net Operating Income (NOI) — gross rent minus vacancy and all operating expenses (rates, levy, insurance, maintenance, management). Cap rate is the more rigorous measure used by institutional investors and REITs for commercial property.

How do I calculate NOI for a property?

NOI = Gross Rental Income × (1 − Vacancy Rate) − Operating Expenses. Operating expenses include municipal rates, body corporate levy, building insurance, maintenance, and property management fees. Bond repayments are NOT deducted from NOI — debt service is excluded by convention so cap rates are comparable across different financing structures.

What cap rates do Growthpoint and Redefine publish?

Growthpoint Properties, one of the largest JSE-listed REITs, typically reports weighted average cap rates of 8–10% across their diversified portfolio. Redefine Properties reports similar figures. IPD South Africa (MSCI) tracks the broader property market and shows office and retail cap rates have expanded (prices declined) since 2019 due to structural changes in those sectors.

Can I use cap rate for residential property in South Africa?

Yes. Residential cap rates in SA are typically 5–8%, which is lower than commercial sectors. Many residential investors use gross yield as the primary metric and cap rate as a secondary check. Cap rate is particularly useful when comparing residential investment properties at different price points with different expense structures.