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Mortgage · DTI ratios · 2026

How much house can I afford?

Two numbers: what the lender will approve (28/36 DTI rule) and what won't make you house-poor (25% rule). Full PITI breakdown with PMI check.

Last reviewed May 21, 2026Fact-checked against primary sourcesEditorial standards
Built from: IRS · FINRA · SEC · BLS · Federal Reserve · Freddie Mac · Methodology & sources
The two numbers that matter

Max = what a lender will qualify you for under standard 28/36 DTI. Recommended = what leaves room for retirement, emergencies, and a life. They differ by 20-30% for most buyers. Always make the buying decision against the recommended number, not the max.

The 28/36 rule, explained

The 28/36 rule is the conventional DTI standard lenders use to underwrite mortgages:

  • Front-end (28%): Total housing costs (mortgage P&I + property tax + insurance + HOA + PMI) should be ≤ 28% of gross monthly income.
  • Back-end (36%): All recurring debt (housing + car + student loans + minimum credit card payments) should be ≤ 36% of gross.

Conventional lenders sometimes stretch to 43% back-end with strong credit and reserves. FHA can go to 50% with compensating factors (large down payment, high credit score, significant reserves). Just because you can borrow more doesn't mean you should.

Why the lender's "max" is dangerous

Lender-max math assumes housing is your only major spending category. It ignores: retirement contributions (≥15% of gross is recommended), childcare ($1,500-3,000/month per kid in many metros), maintenance reserve (1% of home value annually), property tax increases, HOA special assessments, and any lifestyle spending. Buyers at lender-max typically have negative discretionary savings rates.

Quick income-to-house benchmarks (2026)

Household incomeConservative (25% rule)Stretch (lender max)
$75,000~$200K home~$270K home
$100,000~$275K home~$360K home
$150,000~$425K home~$550K home
$200,000~$580K home~$750K home
$300,000~$900K home~$1.15M home

Assumes 20% down, 6.5% rate, 1.1% property tax, $1,500 annual insurance, no HOA, no other monthly debts. Variations in any of those assumptions can shift the numbers ±15%.

What's not in the calculator

  • Closing costs: 2-5% of home price, paid at signing. On $400K, that's $8-20K cash.
  • Cash reserves: lenders want 2-6 months of PITI in liquid savings after closing for conventional loans.
  • Maintenance: 1% of home value per year (varies — older homes need more).
  • Property tax escalation: typical 2-5% per year; can spike on reassessment.
  • HOA special assessments: ad-hoc charges for major building repairs, sometimes $5-50K.
  • Utility cost: heating/cooling a 2,500 sqft home vs an apartment is a real expense step.

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