Your IRA Rollover Specialist

With Real Estate Investment Trusts (REIT) in the news recently, we thought you should have the best information about them.  Below we’ve provided some REIT basics and links to additional information about them.  Click her to see a comparison of REIT types from the National Association of Real Estate Investment Trusts.

Public, Non-Exchange Traded Real Estate Investment Trusts are a corporation or business trust that combines the capital of many stockholders to acquire properties. Stockholders of the company may benefit from the company's ownership of multiple properties under professional management. A corporation or trust that qualifies as a REIT generally does not pay federal corporate income tax to the Internal Revenue Service. This unique feature is one of the most attractive aspects of a REIT. This means that REIT income can be distributed to stockholders without double taxation at the corporate and stockholder levels. A REIT must distribute to stockholders at least 90% of its taxable income.  That income is provided through a monthly or quarterly dividend.  This dividend can be paid to clients directly or can be reinvested utilizing a Dividend Reinvestment Program.

Who should invest in a REIT?

•  Investors who have a long term "buy-and-hold" strategy.

•  Investors seeking income

•  Investors seeking to diversify their portfolios and reduce volatility.

•  Investors who want to reduce their cash holdings that were previously invested in the stock market.

•  Investors who want to own an interest in real estate and benefit from some tax-deferral.

 
Real Estate Investment Trust (REIT) Options

 Re-Direct Financial Services offers clients the ability to invest in both the Non-Exchange traded REIT as well as the Publicly Traded REIT.  Please contact your Re-Direct Financial Services representative for more information and a current prospectus before investing.

Securities Offered Through Waterstone Financial Group, Member FINRA / SIPC
Re-Direct Financial Services and Waterstone Financial Group are independently owned & operated.

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Last modified: 02/22/08