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Questions tagged [reit]

A real estate investment trust (REIT) is a company that owns, operates or finances income-producing real estate.

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Are REITs DPP's?

My SIE textbook says REITs "offer dividends and gains to investors but do not pass through losses like LPs and, therefore, are not considered DPPs." But Investopedia says "The most ...
Cotton Headed Ninnymuggins's user avatar
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1 answer
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Buying REITS in your Healthcare HSA?

I have a healthcare HSA account through work and am trying to figure out an investing strategy that makes use of the triple tax advantages of an HSA, does grow a decent amount faster than inflation ...
Dan Csharpster's user avatar
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Can you sell REITs any time?

What is the general liquidity of REITs? I got some recommendations from stocks to track but having no experience buying and selling REITs.
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What are the differences between real estate investment trusts (REITs) and Real Estate Index Fund ETF?

I attended a course on Financial Literacy, and it is intriguing to learn about the various investment opportunities available in the market. One particular topic that piqued my interest was Real ...
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Which REIT dividends are eligible for QBI deduction?

There seems to be a lot of conflicting information about this so I thought I would ask here. I am wondering if all REIT dividends are eligible for QBI deduction. And by ALL, I literally mean ALL. I ...
sparaps's user avatar
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Does real estate investment Trusts (REITS) include non rent producing assets?

Hey I am new to learning about REITS . REITS include office buildings, shopping malls, apartments, hotels, resorts, self-storage facilities, warehouses, and mortgages or loans. But can it buy out land ...
CREATIVITY Unleashed's user avatar
1 vote
2 answers
564 views

Buying a house or investing in REIT

Which is better, owning and leasing a house or investing in REITs? Most of my colleagues eventually either buy their own home, or buy a home as part of their investment portfolio. My intuition is that ...
john goodheart's user avatar
2 votes
0 answers
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Based on the line item descriptions in 10Ks, how do I find the corresponding terminology under US_GAAP_2019 taxonomy analyzer?

For example, if I'm looking at the 10K for AVB and under its reconciliation of FFO, I see a description of "Gain on sale of previously depreciated real estate", how do I find the ...
Jay Jung's user avatar
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REITs vs I Bonds For Diversifying Beginner Portfolio Against Inflation

In the Intelligent Investor, Benjamin Graham recommends diversifying one's portfolio by hedging against inflation. In the book, he mentions REITs/real estate investments and investing in gold. I read ...
Cozy's user avatar
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(US real estate) What factors would lead to differences in returns between public REITs and crowdfunding platforms?

I was poking through this paper (yep, one source only!). As I understand it, it says that publicly traded US REITs in general don't seem to track US housing prices, once you control for some basic ...
capet's user avatar
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Where is an REIT's FFO reported?

Investopedia and other websites state that REITs are required to disclose their Funds From Operations (FFO) on their financial statements. I looked at the 10-Ks from two of them (ARI and KKR) and can'...
Jim's user avatar
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Do foreign REITs distribute section 199a dividends?

Do REIT ETFs that exclusively invest in foreign real estate distribute dividends that qualify for the section 199a deduction? Also, do they pass on any foreign tax paid for deductions? And finally, in ...
ldrg's user avatar
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Why did VNQ not pay a dividend in March 2021?

I am trying to research Dividend on REITS and I was surprised to see vanguard has no dividend for its VNQ ETF. Is it the first time or may it be due to COVID? Note: When I look at yahoo, I see, dates ...
puzzled's user avatar
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REIT structure and taxation?

According to investopedia, a REIT is similar to a mutual fund, in that they pool capital to invest in real estate. But as far as I know, REITS do have an IPO, and traded like a stock. My question: is ...
domino's user avatar
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Are there any securities that pay out a fixed percentage of a company's profits?

Are there securities where investors are always paid a specific percentage of the company's profits if profits have been made? I know that some REITs are mandated to distribute minimum percentage of ...
Flux's user avatar
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Is book value a meaningless metric for American REITs?

Is it true that US REITs do not re-value their real estate net-worth every year? If yes, then how the "total asset value" is calculated?
Caner's user avatar
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Why are REIT stocks tanking and defaulting? [duplicate]

I have some REIT stocks in my IRA. One of them just announced 2 weeks ago a normal dividend while their price was stable. Within that time, it dropped 75%, then they announced they "can't cover ...
rtaft's user avatar
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Any ideas why REITS seem to be headed to zero?

Being old I have/had much of my 401 K in REITS for income. I specifically avoided mall and retail. Most imply that they are mostly residential mortgages. All are down substantially more than market ...
blacksmith37's user avatar
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3 answers
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Why aren't REITs ETFs?

I'm assuming there are no ETF equivalents of REITs in Canada. Correct? Why are REITs income trusts, not ETFs? Why not operate a Real Estate ETF? Gill, Madura. Personal Finance, 4th Canadian Edition ...
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1 answer
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Why does the asset price of REITs go down when (US) bond rates go down?

REIT s often pay up to 10% dividends so I would think they should become more valuable when the US bond interest rates go down . For example : In the last 30 days CIM has gone from 19.1 to 18.5 while ...
blacksmith37's user avatar
1 vote
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Investing in REIT vs REIT stock

I'm considering putting money into an REIT (through something like Fundrise or RealtyMogul), but as I'm doing my research, one thing I can't discern is why I should invest in the REIT instead of a ...
malachi1990's user avatar
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REIT versus real estate: total yearly returns (when accounting for leverage)

Recently, I saw an article arguing that REITs performed better than traditional real estate (RE) in terms of total returns: Jussi Askola, Don't buy real estate, buy REITs instead, Seeking Alpha, ...
lampShadesDrifter's user avatar
2 votes
2 answers
3k views

Can you sell your REIT stock at any time?

I have only ever bought 3 stocks before, but I am really intrigued by this whole new world. I am thinking about buying some shares of Government Properties Income Trust (GOV), a publicly-traded (on ...
user65669's user avatar
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Are REITs more correlated with the stock market or the real estate market?

Suppose a person has a sizable portion of his networth in stocks. He wants to diversify his wealth into the real estate asset class. For the sake of correct diversification, it will be nice to know ...
curious's user avatar
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Reason for drop in REIT ETFs over last couple weeks

Since the beginning of the year, it seems that most REIT ETFs have dropped around 5% (e.g., IYR) while stocks have done really well. Were there any market/economic/political events recently that ...
minou's user avatar
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4 votes
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Why is a REIT (Real estate investment trust) able to grow and appreciate, given that it is not able to retain its earnings? [duplicate]

REITs have to distribute out most of their earnings to shareholders. This deprives REITs the needed cash to reinvest into their business to grow organically. Wouldn't this stunt REITs' business growth ...
curious's user avatar
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Why is the Pinel SCPI expected yield twice lower than a normal SCPI?

I read on https://www.capital.fr/immobilier/les-scpi-fiscales-une-solution-pour-baisser-ses-impots-et-bloquer-son-epargne-1114747 (mirror): Entre temps, le rendement espéré sera, comme pour les ...
Franck Dernoncourt's user avatar
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1 answer
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In which year do we get the 12%/18%/21% of tax reduction when investing in an SCPI Pinel?

SCPI Pinel is a type of French REIT. I read on http://www.boursorama.com/actualites/les-avantages-des-scpi-pinel-0524a8065c484c7099578a81ced7d67d (mirror) Une fiscalité avantageuse: En souscrivant ...
Franck Dernoncourt's user avatar
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How can a REIT fund grow when it has to distribute 90% of their taxable income?

You can't grow that much if you invest only 10% of what's left after dividends
kambi's user avatar
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Where to find real estate holdings of a REIT?

I'm analyzing REITs and would like to look at the property holdings. If this information is not in the annual report, where else can I find it? Are there public available regulatory documents that ...
user423119's user avatar
2 votes
1 answer
224 views

Reasons to add an REIT to portfolio

I am wondering if someone can point out the advantages/disadvantages of adding an REIT to a basic ETF portfolio that will be cashed out in 3-5 years(or the next good bull mrkt) as down payment for a ...
AM_Hawk's user avatar
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6 votes
2 answers
243 views

Why REIT prices are not going down while bonds are being hammered?

I have investments in a bunch of REITs like AGNC, NLY. With recent confirmation from FED on a hike in interest rates, I am seeing bond prices undergoing a correction. As far as I know REITs are very ...
vsingh's user avatar
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Rent Personal Residence from Personal REIT

I can't find anyone who's done this, so I assume it doesn't work, but don't know why not. Let's say I'm going to buy a home. Instead, I create an REIT, the REIT buys the home, and I pay rent to the ...
Dylan Cross's user avatar
29 votes
5 answers
4k views

Why are residential investment properties owned by non-professional investors and not large corporations?

This question is relevant for Australia but I would think that it would apply to other countries too. I've noticed that nearly all residential investment properties are owned by non professional ...
Joe.E's user avatar
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9 votes
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Are REIT worth it and is it a good option to generate passive income for a while?

I was talking to a friend of my who is into investing. I told him my plan is to buy a house and rent it out for passive income and have a property management company handle it. My friend then told ...
Investing Noob's user avatar
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2 answers
2k views

Does the P/E ratio of REITs matter for dividend investing?

When buying REITs, one essentially looks for the dividend yield (last dividend vs. current share price). If it's an established fund, does it really matter what's the P/E ratio if one capitalizes on ...
Sparkler's user avatar
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3 votes
1 answer
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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?
Ignorant's user avatar
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1 answer
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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.
AlexanderN's user avatar
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1 answer
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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 ...
Jonathan Winters's user avatar
1 vote
1 answer
45 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. ...
public wireless's user avatar
1 vote
1 answer
142 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 ...
public wireless's user avatar
4 votes
2 answers
423 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 ...
gengren's user avatar
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3 votes
3 answers
4k 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 Fund ...
MoneyStack's user avatar
1 vote
2 answers
311 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 ...
Next's user avatar
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2 votes
3 answers
259 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 ...
kliq's user avatar
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4 votes
2 answers
786 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 ...
Abraham's user avatar
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7 votes
2 answers
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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?
zundarz's user avatar
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5 votes
2 answers
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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 ...
Gabe's user avatar
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10 votes
4 answers
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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 ...
Jeremy's user avatar
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6 votes
3 answers
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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 ...
Tony the Pony's user avatar