REIT Calculator

Analyze real estate investment trust returns and distributions. Calculate your potential income and growth from REIT investments with various scenarios.

REITs offer a way to invest in real estate without direct property ownership. They typically provide higher yields than traditional stocks and can be an excellent source of passive income. Use this calculator to model your REIT investment strategy and see how dividends and capital appreciation can build wealth over time.

Calculator Inputs

$
$
%
%
years

Check this to automatically reinvest all dividend payments

Your Results

Final Portfolio Value

$487,771

Total Distributions Reinvested

$228,134

Final Monthly Income

$2,439
At 6% yield

Total Return

$342,771
Annualized: 6.25%
Yield on Total Investment
20.18%
Return Breakdown
Capital Appreciation:$342,771
Distributions:$228,134
Total Invested:$145,000
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Understanding REITs

What are REITs?

Real Estate Investment Trusts (REITs) are companies that own, operate, or finance income-producing real estate. They're required to distribute at least 90% of their taxable income to shareholders as dividends.

REITs provide exposure to real estate markets without the complexity of direct property ownership, offering liquidity and professional management.

REIT Investment Tips

  • • Diversify across REIT sectors (residential, commercial, industrial)
  • • Consider both equity REITs and mortgage REITs
  • • Monitor interest rate sensitivity
  • • Look for REITs with strong fundamentals and growing FFO
  • • Consider REIT ETFs for instant diversification