REITs

Traditional measurements such as earnings-per-share (EPS) and price-to-earnings (P/E) are ineffective when estimating the value of a real estate investment trust (REIT). A figure termed funds from operations is a more dependable method (FFO). Here’s all you should know about REIT FFO (or FFO REIT). How do you find the intrinsic value of a REIT? […]

The Canadian stock market has risen by roughly 70% since the worst of the 2020 crash, posing a difficulty for investors trying to diversify their portfolios. Consider real estate investment trusts (REITs). “In an e-mail, a reader said, “I’d like to buy some REITs or add REIT ETFs to my portfolio.” “What are your thoughts

Returns on equity REITs vs. the S&P 500 Total Returns on Equity REITs through Time (Annualized) Total Returns on the S&P 500 (Annualized) Is 2021 a good year to invest in REITs? So far in 2021, real estate investment trusts (REITs) have performed admirably. The real estate sector’s almost 30% total return (price plus dividends)

So far in 2021, real estate investment trusts (REITs) have performed admirably. The real estate sector’s almost 30% total return (price plus dividends) until the end of August handily outperformed the S&P 500 Index’s 21%+ return. Even better, several variables indicate that REITs will continue to outperform other assets in the remaining months of 2021.

Under Internal Revenue Code section 856, a REIT is defined as “any corporation, trust, or association that operates as an investment agent specialized in real estate and real estate mortgages.” Part II (sections 856 through 859) of Subchapter M of Chapter 1 of the Internal Revenue Code contains the provisions for federal income taxation of

REITs are a good method to diversify your portfolio beyond standard equities and bonds, and they can be appealing because of their high dividends and long-term capital appreciation. Can you lose money in a REIT? REITs (real estate investment trusts) are common financial entities that pay dividends to their shareholders. One disadvantage of non-traded REITs

The majority of REITs operate as equity REITs, allowing investors to invest in income-producing real estate holdings. These businesses own and lease properties in a variety of real estate sectors, including office buildings, shopping malls, residential complexes, and more. They are expected to transfer at least 90% of their profits to shareholders in the form

The largest threat to REITs is a rise in interest rates, which diminishes REIT demand. In a rising-rate environment, investors tend to gravitate toward safer income investments like US Treasuries. Treasury bonds are government-backed and pay a set rate of interest. As a result, when interest rates rise, REITs fall off, while the bond market

BDCs are investment firms that help small and medium-sized businesses raise capital (which typically have a difficult time acquiring funding from larger financiers). BDCs were created by Congress in 1980 to promote U.S. business growth, and they must meet certain criteria, such as investing at least 70% of their assets in American companies with a

(Brookfield REIT) is a perpetual-life public, non-traded real estate investment trust that aspires to invest in a diversified, global portfolio of high-quality real estate and debt investments that provide individual investors with secure, recurring income and capital gain. What kind of company is Brookfield Asset Management? With US$626 billion in assets under management, Brookfield Asset