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money and tax forms

How REITs (and You) Are Taxed

REITs get a nice tax advantage, but that doesn’t mean they aren’t complicated.


[Updated: Feb 04, 2021 ] Aug 13, 2019 by Matt Frankel, CFP
FREE - Guide to Real Estate Taxes

Learn about how you can reap the rewards of investing in the most tax-advantaged asset class in America.

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types of REIT distributions

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Classification Amount % of Total
Ordinary dividend $2.198784 63.2%
Long-term capital gains $1.115292 32.0%
Return of capital $0.165924 4.8%
Total distribution $3.480000 100%

Data source: Welltower.

FREE - Guide to Real Estate Taxes

Learn about how you can reap the rewards of investing in the most tax-advantaged asset class in America.

*By submitting your email you consent to us keeping you informed about updates to our website and about other products and services that we think might interest you. You can unsubscribe at any time. Please read our Privacy Statement and Terms & Conditions.