What is a REIT?
A Real Estate Investment Trust (REIT) is a company that owns, operates, or finances real estate that produces income. REITs let individual investors gain exposure to real estate without buying property directly. Most publicly traded REITs trade on major stock exchanges, so you can buy and sell them just like any other stock.
Key features
- 90% dividend rule: to qualify as a REIT and keep its favorable tax status, a company must distribute at least 90% of its taxable income to shareholders as dividends
- High dividend yields: because of that rule, REITs typically pay dividend yields well above the broader market
- Pass-through taxation: REITs themselves avoid corporate income tax on distributed earnings. The shareholder pays tax at their own rate
- Dividend tax treatment: most REIT dividends are taxed as ordinary income, not at the lower qualified dividend rate. Holding REITs in a Roth IRA or Traditional IRA avoids this drag
- Real estate exposure without the hassle: no property management, no tenants, no closing costs
Types of REITs
- Equity REITs: own physical properties (offices, apartments, malls, warehouses, data centers, cell towers, hospitals) and earn rent
- Mortgage REITs (mREITs): own mortgages and mortgage-backed securities, earn interest. Much more sensitive to interest rates
- Hybrid REITs: a mix of both
- Public vs. non-traded: publicly traded REITs list on exchanges and are easy to buy and sell. Non-traded REITs are private, illiquid, and often carry high fees
How to invest
Most investors access REITs through an index fund or ETF like VNQ (Vanguard Real Estate) or SCHH (Schwab US REIT), which hold dozens of REITs in one package. For concentrated exposure, individual REITs like PLD (Prologis), AMT (American Tower), or O (Realty Income) trade like regular stocks.
REITs are the easiest way for most investors to add real estate to their portfolio. For tax efficiency, hold them in a retirement account whenever possible.