Seize the Tax Advantages of REITs

There’s a big reason why Real Estate Investment Trusts (REITs) are captivating investors. Besides being a great way to get exposure to real estate, generate another revenue stream, and diversify your portfolio — you can invest your dollars without actually having to buy or manage real estate properties. 

REITs receive special tax treatment, like not having to pay corporate income taxes. In fact, most of its taxable income is passed on to shareholders like you. But whether you invest in multi-family units, industrial sites, office buildings, or retail space, you’re still on the hook for paying taxes on your dividend yield. 

Unfortunately, it’s not as easy as submitting a W2 at tax time. REIT dividends are subject to varying tax rates depending on whether they are allocated to ordinary income, capital gains, or return of capital — and are additionally taxed at a marginal rate based on your level of income — making keeping track of your tax obligations a difficult task. 

Let ComplYant do the heavy lifting for you. Our platform was built to help you stay in control of your business tax responsibilities and seize the tax advantages provided by REIT investments. 

We’re like your very own digital tax assistant — creating custom tax calendars and due date reminders, providing budgeting tools, and more so you always know exactly what you have to pay at tax time.  

Don’t waste solid returns on tax penalties and fines. Get ComplYant and save precious money and time, so you can get busy spotting your next big opportunity.