Biden’s Tax Plan Unlikely to Pinch REIT Investors, ETFs


Biden’s Tax Plan Unlikely to Pinch REIT Investors, ETFs


President Biden and congressional Democrats have put forward sizable spending proposals, particularly the American Families Plan. When politicians boost spending, revenue needs to be raised.

That’s often easier said than done, and revenue-raising conversations on Capitol Hill often lead to talk about tax increases. Politicians will also often examine closing loopholes that advantage certain asset classes, including real estate investment trusts (REITs).

As experienced investors know, REITs are a tax-advantaged asset class. As long as the company doles out 90% of earnings in the form of dividends, it avoids paying corporate taxes. While that could be viewed as a bona fide loophole, the Biden Administration’s spending ambitions may ultimately prove to not be punitive to REIT investors and the related exchange traded funds...

Understanding REIT’s Dividend Treatment...

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RSK: It is the smaller investors that will be hurt the most if 1031 Exchanges are removed.

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- - Volume: 9 - WEEK: 27 Date: 6/29/2021 9:24:49 AM -