Appealing Tax Considerations Often Overlooked for Individual REIT Investors

Tepper, Yaniv; Adornato, Paul E.
March 2000
Journal of Financial Planning;Mar2000, Vol. 13 Issue 3, p98
Academic Journal
This article demonstrates the tax benefits of Real Estate Investment Trusts (REIT) on investment portfolios of individual investors in the U.S. The article discusses the role played by dividend treatment of REIT on tax efficiency. Description of tax efficiency on the REIT structure and the impact of dividend treatment on after-tax return is calculated for the benefit of financial planners and individual investors. The author presents some practical suggestions for tracking dividends in the REIT world.


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