Real Estate Tax Report
Unfortunately, it's that time of year again: tax season. As a real estate-focused Registered Investment Advisor, many of the common questions we hear around this time of year relate to REITs and taxes: "Aren't REITs a tax headache? Do I need to file a K-1? How do REITs grow if they have to distribute all of their income? Should REITs only be held in taxable accounts?"
As the REIT structure is inherently a tax code creation, these questions are inevitable, but investors generally are usually pleasantly surprised with the answers, as