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1answer
62 views

What are the differences between a REIT and an MLP?

What are the differences, in layman's terms between a REIT and an MLP? Why should I choose one over another? Could you also provide real-world examples for both types?
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1answer
55 views

Tools to evaluate REITs

Can a REIT be evaluated using the same metrics as regular stocks? Perhaps no and if so are there any REIT specific tools? E.g. These symbols "O", "DLR" are considered overvalued by regular metrics.
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2answers
149 views

REIT vs Real Estate - 4 Considerations

Assume the following scenario: A person wants to invest $100k in REIT or buying a rental property. (Assume a property management company is used so we don't need to compare the work from each.) What ...
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1answer
29 views

Comparison of online brokerage tax preparation features?

I'm trying to find a comparison of online brokerages when it comes to speeding up year end tax preparation. Especially when it comes to doing return of capital (RoC) calculations for REITs and MLPs. ...
1
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1answer
92 views

Avoiding tax complexities of REITs

I would like to invest in REITs for their high yield, but would like to avoid their tax complexities. If I buy exposure to REITs through an ETF or mutual fund, will that abstract away the need to do ...
3
votes
2answers
200 views

Is there any instrument with real-estate-like returns?

I want to shift part of my portfolio away from stocks into real estate. I've found that if I bought real estate directly I could expect about 10% in yearly returns. The problem with buying physical ...
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3answers
1k views

Vanguard Target Retirement Fund vs. Similar ETF Distribution (w/ REIT)

I currently have a Roth IRA with 10k invested in the Vanguard Target Retirement Fund 2050 (VFIFX). The Target Retirement Fund consists of the following: 63.0% - Vanguard Total Stock Market Index ...
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2answers
150 views

What kind of returns can I expect from a REIT? How can I find a list of legit REITs - especially outside the USA?

How much money can I expect each month from joining a REIT (I realize it would depend on my investment, let's say I invested $1,000) and where can I find a list of good, safe, legitimate REITs ...
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2answers
82 views

Physical replication ETFs that do not pay out dividends

I am searching for physical replication ETFs that do not pay out dividends at all. I am interest in ETFs that tracks major indices for example , S&P 500, DJIA, REIT, banking, Emerging market, or ...
4
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1answer
446 views

REITs - Traditional Account or Roth

When investing in REITs there are tax advantages in putting the investment in a retirement account. Is it better to put a REITs in a Traditional IRA or a Roth IRA considering overall growth and tax ...
4
votes
1answer
1k views

What tax forms should REIT owners expect to receive?

In the United States, an MLP generates a yearly K-1 form. Do REITs generate any special year end tax form?
4
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1answer
1k views

Investing in REITs - VGSIX vs VNQ

I recently began investing and planning for retirement. I opened up a Roth IRA through Vanguard and bought about $2,000 of Vanguard Target Retirement 2045 Fund (VTIVX). I'd like to invest in real ...
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4answers
2k views

Owning REIT vs owning real estate - which has a better hypothetical ROI?

Let's say I want to invest in the real estate market because I am bullish on it. Consider two options: invest in REITs or actually purchase real estate. My question is which option has a better ...
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3answers
1k views

Are dividends paid by REIT ETFs considered “qualified” dividends?

Are dividends paid by an ETF that invests in REITs taxed at the "qualified" dividend rate (typically, 15% vs. the ordinary income tax rate)? (If I recall correctly, REITs are not subject to double ...
5
votes
2answers
286 views

Can buying REIT's be compared to investing in Real Estate?

I am currently renting an apartment, and investing a portion of my income in stocks and bonds (90/10). Part of my stock allocation contains REIT's. I have been saving to purchase a home (I have ...