Home      Login


How REIT “Dividends” Are Taxed  


Author:  Robert N. Gordon.


Source: Volume 32, Number 02, Winter 2015 , pp.23-26(4)




Journal of Taxation of Investments

< previous article |next article > |return to table of contents

Abstract: 

Many investors believe that Real Estate Investment Trusts (REITs) distribute only income taxed at the highest rate. There may indeed be ways to invest in REITs and capture tax-favored income, but the tax picture can be complicated. This article sets out the basics.

Keywords: REIT; real estate investment trust; return of capital; qualifying dividends

Affiliations:  1: Twenty First Securities Corp.

Subscribers click here to open full text in PDF.
Non-subscribers click here to purchase this article. $12

< previous article |next article > |return to table of contents