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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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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, ...
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2answers
564 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 ...
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2answers
1k views

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 ...
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1answer
139 views

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 ...
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1answer
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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 ...
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1answer
31 views

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 ...
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1answer
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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 the type of French REIT. I read on http://www.boursorama.com/actualites/les-avantages-des-scpi-pinel-0524a8065c484c7099578a81ced7d67d (mirror) Une fiscalité avantageuse: En ...
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Will progressively investing with moderate-to-high risk help secure a future? [closed]

I'm looking to slowly invest and bring up a moderate-to-risky portfolio that's expected to be rebalanced by myself. I don't consider myself a day trader, but will consider making frequent limit-buys ...
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3answers
328 views

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
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1answer
118 views

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 ...
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How To Measure REIT ETF [duplicate]

How do I look at previous performance of REIT ETF? Unlike "Regular" stocks, the performance is based on the dividends? Let say I would like to know how much will I have eran if I invest 1000$ in ...
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1answer
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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 ...
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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 ...
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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 ...
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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 ...
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4answers
875 views

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 ...
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2answers
1k 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 ...
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1answer
611 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
141 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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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
34 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. ...
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1answer
121 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 ...
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2answers
323 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
3k 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 ...
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2answers
270 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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3answers
146 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 ...
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2answers
689 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 ...
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1answer
4k 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?
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2answers
2k 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
2k 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 ...
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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 ...