Real Estate

REIT (Real Estate Investment Trust)

A company that owns or finances income-producing real estate, allowing investors to gain real estate exposure without owning property directly.

Example

Buying shares in a REIT that owns a portfolio of shopping centers lets you collect a share of the rental income and property appreciation without buying, financing, or managing a building yourself.

Common Misconception

REITs aren't the same as directly owning rental property — REIT share prices can be volatile like stocks, and REIT distributions are often taxed as ordinary income rather than at the lower qualified-dividend rate.

Why It Matters

REITs are one of the more accessible ways to add real estate exposure to a portfolio without the capital and hassle of buying physical property directly.

Put This to Work

Dividend Yield Calculator

REITs are required to pay out most income as dividends.

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