REITs (Real Estate Investment Trusts)
REITs
Real estate investing traditionally requires large capital and offers capital appreciation (land) or rental income (properties).
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REITs (Real Estate Investment Trusts) offer an affordable, liquid alternative to direct property investments.
What Are REITs?
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REITs function like mutual funds that invest in rental-generating commercial properties.
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Required to distribute 90% of Net Distributable Cash Flow (NDCF) to unitholders at least twice a year.
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Offer stable income if occupancy rates remain high.
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Can be purchased via trading accounts, making them accessible and portable.
Liquidity & Affordability: Can buy single units via trading accounts (unlike lump-sum property purchases).
Advantages
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Low investment threshold compared to buying property.
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Liquidity and portability, ideal for professionals who move frequently.
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Stable cash flows if the underlying properties are well-managed.
Limitations
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Listed securities → subject to stock market volatility, even if rental income is stable.
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Limited capital appreciation since REITs must distribute most of their income and can’t aggressively expand property portfolios.
Higher cash flow volatility if REITs invest in commercial properties (vs. residential).
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Land is better for capital appreciation, while REITs are optimal for rental income generation.