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What is a REIT?

A REIT is a company that owns – and typically operates – income-producing real estate or real estate-related assets. The income-producing real estate assets owned by a REIT may include office buildings, shopping malls, apartments, hotels, resorts, self-storage facilities, warehouses, and mortgages or loans. Read More

Types of REITs

  • Equity REITs. Most REITs are equity REITs, which own and manage income-producing real estate. Revenues are generated primarily through rents (not by reselling properties).
  • Mortgage REITs. Lend money to real estate owners and operators either directly through mortgages and loans, or indirectly through the acquisition of mortgage-backed securities.
  • Hybrid REITs. These REITs use the investment strategies of both equity and mortgage REITs.

REIT Advantages

  • Liquidity
  • Diversification
  • Transparency
  • Stable cash flow through dividends
  • Attractive risk-adjusted returns

REIT Disadvantages

  • Low growth
  • Dividends are taxed as regular income
  • Subject to market risk
  • Potential for high fees

REIT Industries

Top REITs

What is an ETF?

An Exchange-Traded Fund (ETF) is a versatile investment vehicle that pools together a diversified array of assets, encompassing stocks, bonds, commodities, or even a strategic combination of these elements. ETFs are strategically structured to mirror the performance of a designated index, sector, or asset class, aligning with the broader market trends. What sets ETFs apart is their unique trading nature; they are actively traded on stock exchanges, just like individual stocks. Read More

ETF Advantages

  • Liquidity and easy trading
  • Diversification across various assets
  • Lower expense ratios compared to some mutual funds
  • Transparency in holdings and pricing
  • Intraday trading flexibility

ETF Disadvantages

  • Market risk and potential for losses
  • Not all ETFs have equal tax efficiency
  • Tracking error - ETF performance may not perfectly match the index
  • Overtrading and transaction costs can reduce returns

Top ETFs

Real Estate Tools

Mortgage

Navigate your mortgage landscape with precision using our Mortgage Calculator. It offers a comprehensive breakdown of monthly repayments, incorporating principal, interest, taxes, insurance, and any HOA fees. By inputting your home price, down payment, loan term, and interest rate, you’ll receive a detailed amortization schedule that reveals the long-term financial trajectory of your home loan.

Rent Affordability

Balance your budget and lifestyle with our Rent Affordability Calculator. It aligns your after-tax income with potential rental opportunities, factoring in your monthly debts, recurring expenses, and savings goals.

Home Affordability

Determine how much house you can afford with our intuitive Home Affordability Calculator. By considering your total household income, current monthly debts, and down payment savings, our tool provides you with a realistic price range, ensuring your new home dream aligns with your financial boundaries.

Amortized Loan

Map out your loan’s future with our Amortized Loan Calculator. It illuminates the path of your loan repayment, offering a detailed schedule that elucidates the gradual reduction of your loan balance through regular payments of both principal and interest. Tailor your schedule to see the impact of additional payments and visualize the journey to being debt-free.

Cap Rate

Evaluate the potential of your real estate investment with our Cap Rate Calculator. This tool helps you determine the capitalization rate by analyzing the ratio of your property's net operating income to its purchase price. With this clear snapshot of your investment's potential return, you can make informed decisions when comparing and assessing different property opportunities.

Rental Returns

Maximize your rental property investment with our Rental Property Returns Calculator. This tool helps you evaluate the profitability of your rental property by factoring in rental income, expenses, depreciation, and taxes. It also provides insights into your annual returns and helps you understand the tax implications.

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