White Paper: Real Estate
Tax Efficiency for Long-Term Investors
Real estate investment trust (REIT) investors, which already experience significant tax benefits, now qualify for another tax advantage, due to the passage of the Tax Cuts and Jobs Act (TCJA) in late 2017.
Tax efficiency is highly important to individual investors with taxable accounts— especially those that are seeking efficient ways to generate income.
The current tax code implemented by the TCJA increases the advantages of owning common stock REITs. Investors would be wise to consider both common stock and preferred stock REIT funds for their income needs.
When compared to other yield-producing asset classes, REITs may be more effective than municipal bonds due to higher after-tax yield and the dividend growth potential.
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