Transparency

How JOKO 19 pays off

Step by step: from acquisition costs to your monthly surplus. All figures based on apartment 01 (€320,000, 40 m²) and a gross annual income of €65,000.

01

Acquisition costs

Around 8% purchase costs (transfer tax, notary, land registry) are added to the purchase price.

Purchase price · €320,000
Purchase costs · €25,600

= €345,600 acquisition costs

02

Depreciation base: the building share

Only the building is depreciated, not the land. We assume a building share of 80% of the acquisition costs.

Building share · €276,480
Land share · €69,120

= €276,480 depreciation base

03

5% declining-balance depreciation (§ 7 (5a) EStG)

Each year, 5% of the remaining value can be depreciated – €13,824 in year one, slightly decreasing afterwards. Requirement: construction start between 10/2023 and 9/2029 – fulfilled at JOKO 19.

€13,824Year 1
€13,133Year 2
€12,476Year 3
€11,852Year 4
€11,260Year 5
€10,697Year 6
04

The taxable result

Rental income is taxable – offset by interest, depreciation and administration as income-related expenses. In the first years the result is clearly negative and lowers your taxable income.

+Net rent (12 × €1,020)€12,240
Loan interest (3% on €320,000)€9,600
Depreciation (5% declining)€13,824
Non-recoverable administration€240
=Taxable result, year 1− €11,424
05

Your tax advantage

The negative result is offset at your marginal tax rate according to the official tariff (§ 32a EStG). At €65,000 gross this is 37.4%.

− €11,424 × 37.4% = €4,273 tax saving per year — €356 per month

06

Your monthly cash flow

Now everything comes together: the bank instalment (3% interest + 1.5% repayment, blended rate incl. KfW loan) versus rent and tax saving.

Bank instalment (4.5% annuity on €320,000)€1,200
+Rental income (net)€1,020
+Tax saving per month€356
=Monthly surplus in year 1+ €176

The assumptions at a glance

  • 8% purchase costs, 100% financing of the purchase price
  • 3% interest + 1.5% repayment (blended rate incl. KfW loan), real amortisation schedule
  • Building share of 80% of acquisition costs, 5% declining-balance depreciation without § 7b special depreciation (no QNG certification)
  • Rent €25.50/m² net, constant · €0.50/m²/month non-recoverable administration
  • Marginal tax rate per the official tariff § 32a EStG (2026); taxable income simplified as 85% of gross minus the employee allowance

Non-binding example calculation, not tax or investment advice. Your actual figures depend on your individual situation – please verify with your tax advisor and bank.

Run the numbers for your preferred apartment

Each of the 26 apartments has its own page with an interactive calculator.