REIT Tax-Equivalent Distribution Calculator
REIT Tax-Equivalent Distribution Calculator
Estimate the tax-equivalent distribution for a REIT investment.
What This Number Means
This equivalent yield is only one part of the decision. Before you invest, consider:
How REIT distributions are taxed compared to qualified dividends
The equivalent taxable yield needed to match your REIT return
How your tax bracket changes the comparison
Whether the REIT still outperforms after accounting for taxes
How this fits within a tax-advantaged versus taxable account
How to Use This Calculator
1
Enter the REIT distribution yield: Input the REIT's stated distribution rate.
2
Add your tax rate: Enter your marginal tax rate on ordinary income.
3
Confirm the account type: Select whether the REIT is held in a taxable or tax-advantaged account.
4
Review the tax-equivalent yield: See the taxable-equivalent return of the REIT distribution.
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