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REIT Investing 101: How to Keep REIT Taxes to a Minimum

REIT dividends are generally treated as ordinary income, but there are ways to reduce your tax liability.


[Updated: Feb 04, 2021 ] Aug 22, 2019 by Matt Frankel, CFP

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Classification Dollar Amount % of Total
Ordinary (non-qualified) dividends $2.198784 63.2%
Qualified dividends $0.000000 0.0%
Long-term capital gain $1.115292 32.0%
Return of capital $0.165924 4.8%
Total distributions $3.480000 100%

Data source: Welltower.

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