How Can I Calculate a REIT Dividend?

For many investors, yield drives their investment choices. With public real estate investment trusts (REITs), yield is expressed in the form of quarterly or annual dividends that are a percentage of the REIT's current share price on a major stock exchange.

You Can 1031 Exchange Into A REIT, Here's How

Can you transition a property into a Real Estate Investment Trust (REIT) using a 1031 exchange? Yes, but it requires caution. While the IRS doesn't consider direct exchange of REIT shares as 'like-kind,' a sequence of steps that are followed can facilitate the successful completion of the exchange. This implies that transforming an investment property into a REIT via a 1031 exchange is feasible but entails meticulous compliance with IRS rules.

What is a Baby REIT?

Ensuring a secure financial future doesn’t occur by happenstance. It takes cautious planning, usually by an experienced financial planner, and rigorous adherence to predetermined financial goals.

Do REIT ETFs Pay Dividends?

Picture of coins with a drawn shape of houses and money signs.

Real estate investment trusts (REITs) are companies that own and operate income-generating commercial real estate properties. Most REITs are publicly traded, which provides individual investors access to dividends derived from real estate without the burden of acquiring, managing, or obtaining financing for investment properties.

When is an UPREIT Taxable?

Digging into what triggers taxes on an UPREIT (Umbrella Partnership Real Estate Investment Trust) is best approached with a foundation of understanding of the UPREIT and the REIT itself.

How UPREITs Can Potentially Benefit Property Owners

Real estate investors are always searching for ways to save on taxes. One of the biggest tax events a real estate investor will face is when their property is sold for a profit. To mitigate tax consequences from the sale of property, investors will often use a 1031 exchange. However, a 1031 exchange isn’t the only tool available for tax mitigation. Its cousin, the 721 exchange, provides a few alternative benefits to investors.

How is Debt Treated in an UPREIT?

As a brief background: In a traditional REIT structure, the trust owns property directly or through limited partnerships. However, suppose an investor contributes real property to a REIT. In that case, the investor must recognize any increase in the value (fair market value over tax basis) that has occurred and would owe taxes on that amount.