Real Estate provides cashflow, tax benefits, equity building, competitive risk-adjusted returns, and inflation protection on its own. Whether you invest in physical properties or REITs, real estate may help you diversify your portfolio and reduce volatility. Dividends are what got me into investing in REITs, great way to secure the accumulate wealth, I hold AMT, CCI & PSA. $290k in profits made in 2022.
Consistently investing in high quality dividend paying REITs & companies over the long term is a relatively easy strategy to create generational wealth. My "boring" REITs portfolio paid me over $4,000 in dividends last month.
It's time to make high value games! Discounted dividend stocks. Ever grateful to my CFP "Catherine Morrison Evan’’ I now have a six-figure REIT portfolio, which includes, but is not limited to; AMT, SPG & PSA.... I now have 606 shares of AMT which pays dividends of $3800 per year.
Thanks for this tip. Her website popped up on the first page immediately I searched her, I read through her resume and it seems pretty tight. So, I dropped a message & hopefully she replies soon.
Its quiet interesting how we reject the reality of our situation and expect to be able to observe it, control it and even change it. I used to be financially depressed until I read a book that made me realized that the secret to making a million is making better investments.
I wasn't financial free until my 40’s and I’m still in my 40’s, bought my third house already, earn on a monthly through passive income, and got 4 out of 5 goals, just hope it encourages someone that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing in the financial market is a grand choice I made. Great video! Thanks for sharing! Very inspiring! I love this.
I understand that tomorrow isn't promised to anyone, but investing today is hard for me now because I have no idea of how and where to invest in. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.?
@@raychristopher7797 I invest across the top markets but not by myself though. I follow the guidelines of *PRISCILLA DIANE AIVAZIAN* . you might have heard of her. I can correctly say she's worth her salt as an investment advisor as her diversification skills is top-notch, I say this because I see that in her results as my portfolio grows by averages of 20 to 3O% every month, unlike I can say for my IRA which has just been trudging along. my portfolio just mirrors what she places and not just on some particular industries of my choosing. she gave me that financial freedom I needed
How to retire by 40. Step One: Get a high income skill that pays according to your skills not per hour. Step Two: Cut your expenses and live below your means. Step Three: Save and invest most of your money. Shoot for saving 20-50% of your income if possible. But if you can only do 10% then do that. Step Four: Grow your knowledge so that you can do better in personal finance and investing.Step five:Get a Financial advisor(Lucy Maria Koss obviously) Step six: Let time work for you. Start as early as possible, every year makes a huge difference. "The best time to start investing is yesterday, the second best is today."
I've been looking to invest aggressively in stocks, I live in San Francisco and I only have 150k to spend but I don't have any financial education for it and lack smart mentors. Btw, I've just googled Lucy Maria Koss. WOW! she has good qualifications, I wrote her on her webpage and I'm waiting on her reply. I'm excited to get started and see how far i go in 5-10 years time. Thanks again
Only thing not covered was the where and how to buy and examples of current REITs for each of the types. Even better would be to jump into the financials and show us how to analyze 😍
Easy to understand. I was looking for a video which can hypothetically compare an investment in REIT vs real estate with all tax benefits in place, to get the real idea of returns.
Thanks for the summary. Great to have info like this on RUclips. REITs have gotten a lot more popular lately in the dividend investing community, especially the monthly ones :) Helpful for people to understand the nuances of REITS such as their payout ratios and the tax implications you called out.
m hazey yeah not every month is a bummer. If not an etf, there’s ticket symbol O, really income corporation which does. Very similar to owning actual buy and hold investment property and renting in out. Yields about the same
Very clear information for new starters, not sure the best time to invest? Currently so many factors of economy is under covid 19, récession, realestate bubble, unemployment etc
what i need to know is, when investing in REITs do i need to fund it monthly or a one time investment that will grow my funds and give dividend payment
i’m currently earning 14 cents per month per share from a stock that i bought for $44. in other words, $20K worth of stock, earn me $63 per month. It’s sort of the equivalent return as buying a $500K house and having rent income minus expenses equal $1,500. So yeah, generally speaking a $20,000 investment in a REIT yields between about $40 to $70 a month in dividends.
and like to answer your question about early retirement income; if the REIT dividends is my only income I would need to invest $1.2million in REITs in order to maintain my current employment income of $3,750/mo. So, if you have $1million, yes a REIT investment would yield a decent monthly paycheck.
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If REIT is in Roth account then dividend earnings aren't taxed at all (unless you sweetheart before retirement) correct? Assuming that would overcome the tax issue?
Good info for the USA when I heard the IRA in your speech. I was wondering if the presentation was for Canada or USA. Do you have a video about Canada? Thank you!
@@racquelbrown6125 I happen to be a real estate broker in Quebec. I have an interest for REITs. I'm trying to understand the integrity of its mechanics. My mentor and I can service your investment objectives to fruition.
As real estate declines in price so goes the REIT, however you still collect the dividend. As the economy recovers the REIT will gain in price. Over the long term REIT's deliver stable income, and has a place as part of a Portfolio. I currently hold 10% as REIT.
"When the overall market is down reits may remain strong". VNQ is the vanguard reit index fund. It was down 75% in the 2007-2009 crash. So were many individual reits.
A rough estimate of down 75% or an exact of down 68.3% doesn't change the statement that reits don't "remain strong" in market downturns. VNQ peaked at around $85 a share in Feb 2007. 2 years later it was at around $24. It took 4 to 6 years (with re-investments) to get back to even and 8 years for VNQ to hit $85 again.
I'd like to retire with an investment worth atleast $4MILLION and I'm ready to work towards this goal, I've come across investors making as much $75,000 on a monthly basis and I'd like to know what step and guidelines I need to make better profit
The best way to plan right for retirement is through the guidance of a financial coach or investment adviser, I stopped working since the pandemic and turned to spend most of my time on working on my passion for exquisite painting, working with an honest consultant is a blessing, putting my money in the right places, and 2years later, I'm currently living off my investments which brings in a return of about $500,000 annually.
@@andreashallow7785 I have made quite a stride investing on my own but I am aware of the benefits of consulting with a professional but haven't found one that knows what he is doing. Would you mind sharing your coach's Info?
Plots available in Bangalore B KHATA PLOTS @ HOSA ROAD NEAR TO MAHINDRA SERVICE CENTER. TERMS AND CONDITIONS :- BOOKING AMOUNT :- 2,00,000rs JUST PAY TOTAL 22 LAKHS FOR (600 SQ FT) AND OWN YOUR DREAM PLOT.. AFTER BOOKING WITHIN 3 DAYS REGISTRATION....💯💯 DIMENSIONS :-20×30, 30×40 PLOTS AVAILABLE 1ST COME 1ST SERVE.... DON'T MISS THIS OPPORTUNITY.. *AMENITIES* :- * GATED COMMUNITY * GREENISH FACILITY * WATER FACILITY * DRAINAGE SYSTEM * TAR ROADS- CONNECTED * CONNECTED TO HOSUR ROAD. * BEFORE E-CITY TOLL * CITY LIMITS. * READY FOR CONSTRUCTION. * SURROUNDED BY LUXURY APARTMENTS ON HOSA ROAD. THE BEST INVESTMENT ON EARTH IS EARTH.. HURRY UP LIMITED PLOTS AVAILABLE.
Investment Guru 90% of the profits are passed through to shareholders. If the REIT doesn’t have to pay corporate income, that’s 21% of the profit that’s retained. Since they have to pay out 90% of the profits in dividends, that means shareholders get a larger dividend than they would have with corporate tax
*Please give more REAL WORLD examples when you talk about concepts and definitions. give names! talk about them. Please make a follow-up video. Some of us are beginners!*
"Some of the more popular types of REITs are". but video doesn't give real world examples. "Health Care REITs tend to:" but video doesn't give or name real world examples.
It’s informative, but a lot of the time the presenter stumbles while reading the script. Very distracting. Should have done jump cuts rather than making her read it all in one go.
2:12 when I see these words "at least 90% taxable income", I see the highway to fraud and loophole. These REIT companies are going to do whatever it takes to lower their taxable income as they would normally do in any business. Except this time, it will at the expense of the investor.
It's business, obviously you don't own a business otherwise you wouldn't be demonizing good American business. Only employees take pride in paying taxes.
You have misunderstood. She said at least $800 of the $1000 would be taxable. Thus $200 is not taxable at all and the $800 is taxable at your income tax bracket rate.
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Real Estate provides cashflow, tax benefits, equity building, competitive risk-adjusted returns, and inflation protection on its own. Whether you invest in physical properties or REITs, real estate may help you diversify your portfolio and reduce volatility. Dividends are what got me into investing in REITs, great way to secure the accumulate wealth, I hold AMT, CCI & PSA. $290k in profits made in 2022.
Consistently investing in high quality dividend paying REITs & companies over the long term is a relatively easy strategy to create generational wealth. My "boring" REITs portfolio paid me over $4,000 in dividends last month.
It's time to make high value games! Discounted dividend stocks. Ever grateful to my CFP "Catherine Morrison Evan’’ I now have a six-figure REIT portfolio, which includes, but is not limited to; AMT, SPG & PSA.... I now have 606 shares of AMT which pays dividends of $3800 per year.
I want to play the long term game with well diversified fund. Please how can i reach this CFP of yours?
Most likely, you can run a google search on her name and find her basic information online; you are welcome to do further study.
Thanks for this tip. Her website popped up on the first page immediately I searched her, I read through her resume and it seems pretty tight. So, I dropped a message & hopefully she replies soon.
Its quiet interesting how we reject the reality of our situation and expect to be able to observe it, control it and even change it. I used to be financially depressed until I read a book that made me realized that the secret to making a million is making better investments.
how do I get in touch with the adviser i really need a help..
Thanks so much i look her up aleady and messaged her
I wasn't financial free until my 40’s and I’m still in my 40’s, bought my third house already, earn on a monthly through passive income, and got 4 out of 5 goals, just hope it encourages someone that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing in the financial market is a grand choice I made. Great video! Thanks for sharing!
Very inspiring! I love this.
I understand that tomorrow isn't promised to anyone, but investing today is hard for me now because I have no idea of how and where to invest in. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.?
@@raychristopher7797 I invest across the top markets but not by myself though. I follow the guidelines of *PRISCILLA DIANE AIVAZIAN* . you might have heard of her. I can correctly say she's worth her salt as an investment advisor as her diversification skills is top-notch, I say this because I see that in her results as my portfolio grows by averages of 20 to 3O% every month, unlike I can say for my IRA which has just been trudging along. my portfolio just mirrors what she places and not just on some particular industries of my choosing. she gave me that financial freedom I needed
@@georgerobinson2021 Oh, that sounds good but how do I reach out to PRISCILLA DIANE AIVAZIAN?
@@raychristopher7797 Look up her name on the webpage
@@georgerobinson2021 Okay, thank you. I just found her website very impressive and dropped a message for her.,. I hope she replies to me
This lady is an elegant speaker. I thoroughly enjoyed listening
How to retire by 40. Step One: Get a high income skill that pays according to your skills not per hour. Step Two: Cut your expenses and live below your means. Step Three: Save and invest most of your money. Shoot for saving 20-50% of your income if possible. But if you can only do 10% then do that. Step Four: Grow your knowledge so that you can do better in personal finance and investing.Step five:Get a Financial advisor(Lucy Maria Koss obviously) Step six: Let time work for you. Start as early as possible, every year makes a huge difference. "The best time to start investing is yesterday, the second best is today."
I've been looking to invest aggressively in stocks, I live in San Francisco and I only have 150k to spend but I don't have any financial education for it and lack smart mentors. Btw, I've just googled Lucy Maria Koss. WOW! she has good qualifications, I wrote her on her webpage and I'm waiting on her reply. I'm excited to get started and see how far i go in 5-10 years time. Thanks again
Only thing not covered was the where and how to buy and examples of current REITs for each of the types. Even better would be to jump into the financials and show us how to analyze 😍
Very good video, greatly structured and easy too tackle. I learned some new things. Thanks!
Wow! The best explanation I have encountered for REITs. Thank you. Much appreciated.
It’s not rocket science champ ‘
Easy to understand. I was looking for a video which can hypothetically compare an investment in REIT vs real estate with all tax benefits in place, to get the real idea of returns.
Great video! Very informative and very relevant. Good work!
Thanks for the summary. Great to have info like this on RUclips. REITs have gotten a lot more popular lately in the dividend investing community, especially the monthly ones :) Helpful for people to understand the nuances of REITS such as their payout ratios and the tax implications you called out.
VNQ is a good reit etf for those interested (and don't mind the taxes)
It's like $95 a share each expensive
@@dogan6070 noted
Yea but they pay every qrt not every month.
m hazey yeah not every month is a bummer. If not an etf, there’s ticket symbol O, really income corporation which does. Very similar to owning actual buy and hold investment property and renting in out. Yields about the same
Awesome job explaining this very complex topic, loved it, great help for upcoming test 👏🏻👏🏻👏🏻
Very clear information for new starters, not sure the best time to invest? Currently so many factors of economy is under covid 19, récession, realestate bubble, unemployment etc
I like this vid.. Good information.
what i need to know is, when investing in REITs do i need to fund it monthly or a one time investment that will grow my funds and give dividend payment
More you put in the more you get back. Look up DRIP
How much would I need for an initial REIT investment?
If I were to reinvest the dividend back into the REIT, would that still count as Taxable Income? Excellent video!
Yes, it would still count as taxable income, unfortunately.
Yes, because a dividend payout is essentially a forced selling event
Excellent video. As I suspected, REITS are complicated, but I will learn more.
Love the info I'm investing in REITs but I'm happy to learn more about them
Hi Nun, where should I go in order to begin? Do you go through a broker?
Man if you would've waited 2 more months LOL
@@racquelbrown6125 yes I do go through a broker I can recommend her for you
what reit do you all recommend?
Great video loved it. Could I invest REIT enough to live off the dividends every month? I’m 56 looking to retire in about a year
i’m currently earning 14 cents per month per share from a stock that i bought for $44. in other words, $20K worth of stock, earn me $63 per month. It’s sort of the equivalent return as buying a $500K house and having rent income minus expenses equal $1,500.
So yeah, generally speaking a $20,000 investment in a REIT yields between about $40 to $70 a month in dividends.
and like to answer your question about early retirement income; if the REIT dividends is my only income I would need to invest $1.2million in REITs in order to maintain my current employment income of $3,750/mo.
So, if you have $1million, yes a REIT investment would yield a decent monthly paycheck.
I have 1000 shares nymt, I take my dividends and fund my roth with them
wow nice. must be like 150 - 180$ Dividends every 3 months. :)
I thought you had to use hard earned income
good luck with taxes pussy
I would be worried having 1000 shares of that stock but if u have the cash seems cool no biggie.
Plots available in Bangalore
B KHATA PLOTS @ HOSA ROAD NEAR TO MAHINDRA SERVICE CENTER.
TERMS AND CONDITIONS :-
BOOKING AMOUNT :- 2,00,000rs
JUST PAY TOTAL 22 LAKHS FOR (600 SQ FT) AND OWN YOUR DREAM PLOT.. AFTER BOOKING WITHIN 3 DAYS REGISTRATION....💯💯
DIMENSIONS :-20×30, 30×40 PLOTS AVAILABLE
1ST COME 1ST SERVE....
DON'T MISS THIS OPPORTUNITY..
*AMENITIES* :-
* GATED COMMUNITY
* GREENISH FACILITY
* WATER FACILITY
* DRAINAGE SYSTEM
* TAR ROADS- CONNECTED
* CONNECTED TO HOSUR ROAD.
* BEFORE E-CITY TOLL
* CITY LIMITS.
* READY FOR CONSTRUCTION.
* SURROUNDED BY LUXURY APARTMENTS ON HOSA ROAD.
THE BEST INVESTMENT ON EARTH IS EARTH..
HURRY UP LIMITED PLOTS AVAILABLE.
Yup !
U nailed it 👏.
this is a really great video. thank you
Great info 👍
Good video
I have a reit etf in my Roth. Growing like untamed weeds tax free!
Terrific [presentation. thanks.
Where do one look for a good firm to invest in. Particularly REITS that handle property leases by Federal Agencies.
STAG
Realty Income (O)
Starwood Real Estate (STWD)
If REIT is in Roth account then dividend earnings aren't taxed at all (unless you sweetheart before retirement) correct? Assuming that would overcome the tax issue?
Excellent primer!
Good info for the USA when I heard the IRA in your speech. I was wondering if the presentation was for Canada or USA. Do you have a video about Canada? Thank you!
Hi Alexander, I was wondering the same thing. I need to invest in REITs and live in Canada but don't know which broker to go to. Do you know any?
@@racquelbrown6125 I happen to be a real estate broker in Quebec.
I have an interest for REITs. I'm trying to understand the integrity of its mechanics.
My mentor and I can service your investment objectives to fruition.
Hello, Can you tell me how REIT dividends are taxed in a 401K?
as regular income once you realize the gains
As the economy slows, how does that effect REIT's?
Superbly done primer. I really can benefit from the risk points made.
As real estate declines in price so goes the REIT, however you still collect the dividend. As the economy recovers the REIT will gain in price. Over the long term REIT's deliver stable income, and has a place as part of a Portfolio. I currently hold 10% as REIT.
@@laneromel5667 If you learn to read charts you can use support and resistance to help time areas for low risk buying.
@@WhittyPics According to Buffet nothing beats business fundamentals.
@@laneromel5667 Lane, I would love to connect with you. My email is chris@qccapitalgroup.com
What an awesome video
How or where do i go to start investing in Reits????
Thank you!
Where do you get data about individual reits? For example ffo
"When the overall market is down reits may remain strong". VNQ is the vanguard reit index fund. It was down 75% in the 2007-2009 crash. So were many individual reits.
Retailers have been getting slammed the last several years and that has to impact mall reits.
Because that was the financial crisis. It was directly related to the loans that backed real estate
A rough estimate of down 75% or an exact of down 68.3% doesn't change the statement that reits don't "remain strong" in market downturns. VNQ peaked at around $85 a share in Feb 2007. 2 years later it was at around $24. It took 4 to 6 years (with re-investments) to get back to even and 8 years for VNQ to hit $85 again.
@@leroyjenkins5584 I 100% agree with your statement. I do however think that banks and car/home loans will be involved in the next one as well.
Absolutely, then wait until the next market crash comes and then lets see how bad mall reits look.
Good vivdeo, thanks!
Quite complete video
This is a great video.
great video
Love all my Brookfield
Whats the ticker
Joekate121609 bpy
Can I do a 1031 into and later out of any REIT?
It would be nice if any company could avoid corporate taxes if they pay out 90% of their profits in dividends.
Hi are REITS good for short term investments?
No security is good for short term investment. Reit has same risks or more as any stock.
I'd like to retire with an investment worth atleast $4MILLION and I'm ready to work towards this goal, I've come across investors making as much $75,000 on a monthly basis and I'd like to know what step and guidelines I need to make better profit
You're a beginner, first you have to understand the basics of investing before wanting to make millions.
start with a substantial amount and trade
The best way to plan right for retirement is through the guidance of a financial coach or investment adviser, I stopped working since the pandemic and turned to spend most of my time on working on my passion for exquisite painting, working with an honest consultant is a blessing, putting my money in the right places, and 2years later, I'm currently living off my investments which brings in a return of about $500,000 annually.
@@andreashallow7785
I have made quite a stride investing on my own but I am aware of the benefits of consulting with a professional but haven't found one that knows what he is doing. Would you mind sharing your coach's Info?
@@teppertimmy1069
Just google the name Lisa Jill Grenell and you should get all the info you need.
Good basis knowledge video
An excellent presentation.
Interested in a new personal finance channel, please check mine out!
Great vid! lady got pretty out of breath tho hahaha thanks for your effort lady
Helpful explanation about REIT, why companies would come under REIT. Thank you for the great knowledge transfer.
Million acres its a magazine? Never heard of them before hmm
Who gave her that vest !!
Great information. I own a private equity company that focuses on acquiring large multi family assets.
'
Plots available in Bangalore
B KHATA PLOTS @ HOSA ROAD NEAR TO MAHINDRA SERVICE CENTER.
TERMS AND CONDITIONS :-
BOOKING AMOUNT :- 2,00,000rs
JUST PAY TOTAL 22 LAKHS FOR (600 SQ FT) AND OWN YOUR DREAM PLOT.. AFTER BOOKING WITHIN 3 DAYS REGISTRATION....💯💯
DIMENSIONS :-20×30, 30×40 PLOTS AVAILABLE
1ST COME 1ST SERVE....
DON'T MISS THIS OPPORTUNITY..
*AMENITIES* :-
* GATED COMMUNITY
* GREENISH FACILITY
* WATER FACILITY
* DRAINAGE SYSTEM
* TAR ROADS- CONNECTED
* CONNECTED TO HOSUR ROAD.
* BEFORE E-CITY TOLL
* CITY LIMITS.
* READY FOR CONSTRUCTION.
* SURROUNDED BY LUXURY APARTMENTS ON HOSA ROAD.
THE BEST INVESTMENT ON EARTH IS EARTH..
HURRY UP LIMITED PLOTS AVAILABLE.
Its not a tax benefit for us. Its a tax benefit for the reits
@David Fernandez I personally invest in some reits, but I just felt like they were being dishonest in the way they worded the information.
Investment Guru 90% of the profits are passed through to shareholders. If the REIT doesn’t have to pay corporate income, that’s 21% of the profit that’s retained. Since they have to pay out 90% of the profits in dividends, that means shareholders get a larger dividend than they would have with corporate tax
*Please give more REAL WORLD examples when you talk about concepts and definitions.
give names! talk about them. Please make a follow-up video. Some of us are beginners!*
"Some of the more popular types of REITs are".
but video doesn't give real world examples.
"Health Care REITs tend to:"
but video doesn't give or name real world examples.
Wow those (doubled) transitions are very annoying!
boomer
for a long time, I thought she only had one arm
😂
It’s informative, but a lot of the time the presenter stumbles while reading the script. Very distracting. Should have done jump cuts rather than making her read it all in one go.
Please go to straight cut instead of double cubicle transition, it very annoying and very amateur, otherwise video content was great.
Good information! Thank you! She's kind of awkward in her presentation though. quiet distracting
I always pronounced it RAY-IT
Alex Zarate oh god why
Who owns prison REIT?
That's a government institution, so the United States Government does.
Anybody who buys one. There are two I know of, GEO being one.
The green grey grieving pilot exclusively sip because nitrogen etiologically list plus a madly fur. big, cagey deficit
2:12 when I see these words "at least 90% taxable income", I see the highway to fraud and loophole. These REIT companies are going to do whatever it takes to lower their taxable income as they would normally do in any business. Except this time, it will at the expense of the investor.
It's business, obviously you don't own a business otherwise you wouldn't be demonizing good American business. Only employees take pride in paying taxes.
But but but muh income...
That hurt when she said if you make a 1000$ in reit dividend income a month , 800$ can be taken away. Ughhhhhhhh
You have misunderstood. She said at least $800 of the $1000 would be taxable. Thus $200 is not taxable at all and the $800 is taxable at your income tax bracket rate.
@@ibatan4336 is correct, she said "taxable", not "taxed"
She basically said 2/10 of your income from the reit is not taxable. Which isnt a bad deal for passive income .
Motley Fool sucks !