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Real estate investment trusts (REITs) are organizations that invest in different types of real estate or real estate-related assets and distribute at least 90 percent of their income to shareholders. REITs can invest in a wide variety of real estate-related properties including shopping centers, hotels, office buildings and mortgages. The REIT designation reduced or eliminates corporate income taxes an investor may have to pay when investing in real estate. Many REITs are publicly traded on national exchanges and file reports with the Securities and Exchange Commission. There are three different types of REITs: equity, mortgage and hybrid. Equity REITs are the most common type and invest or own real estate and make money for investors through rent that is collected. Mortgage REITs lend capital to developers or invest in financial products secured by real estate. Hybrid REITs combine the aspects of equity and mortgage REITs.
Investing in Real Estate Investment Trusts involves risks, which may be different
from those associated with investing in stocks. The value of real estate securities is
affected by the underlying real estate market, economic conditions and changes in
interest rates.
Pursuant to IRS Circular 230: We are providing you with the following notification: The information contained in this document is not intended to (and cannot) be used by anyone to avoid IRS penalties. This document supports the promotion and marketing of retirement products.
Securities and investment advisory services offered through registered representatives and investment advisor representatives of Walnut Street Securities, Inc., (WSS), (Member FINRA/SIPC), and a Registered Investment Adviser. Branch office located at 4427 Talmadge, Rd ., Toledo ,OH 43623. Savage & Associates is not affiliated with WSS.
Call 419-475-8665 or fill out our on-line request form for more information or to schedule an exploratory appointment with our experienced professionals at Savage & Associates.
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