REITs Basics

February 21, 2023
A real estate investment trust, or REIT, is a type of trust that invests in a portfolio of real estate. Learn how REITs can provide a way to invest in the real estate market.
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Considering a Real Estate Investment Trust?

Deferring Taxes on an Investment Property Sale

A 1031 exchange can help you defer capital gains taxes on an investment property by investing sale proceeds into another property.

Alternative Investing: How to Invest in REITs

A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how you can incorporate REITs into your investing strategy.

Factors That Influence Real Estate Prices

If you decide to invest in REITs, understanding what factors can influence real estate prices is essential.

This material is intended for informational purposes only and should not be considered a personalized recommendation or investment advice. Investors should review investment strategies for their own particular situations before making any investment decisions.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Risks of the REITs are similar to those associated with direct ownership of real estate, such as changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and credit worthiness of the issuer.

Investing in REITs may pose additional risks such as real estate industry risk, interest rate risk, and liquidity risk.

The example is hypothetical and provided for illustrative purposes only. It is not intended to represent a specific investment product. Dividends and interest are assumed to have been reinvested, and the example does not reflect the effects of taxes or fees.

Investing involves risks, including the loss of principal invested.