The ABCs of REITs

September 5, 2017

The ABCs of REITs

August 28, 2017 | Kelly Andiorio, Neil Furmanski | Rsmus.com

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 A real estate investment trust (REIT) is a complex entity designed to provide all investors the opportunity to invest in commercial real estate in a tax efficient manner. REITs have become a popular investment vehicle around the world.

The REIT industry has a diverse profile and can be broadly grouped into two categories:

  1. Equity REITs predominantly own and operate real estate
  2. Mortgage REITs generally lend money directly to real estate owners and operators

While REITs differentiate themselves through various characteristics, all REITs must follow the same regulations under federal tax law.

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.