JP Morgan Says REITs are better to hold long term than S&P...True/False

[manch]

@Jil

I see the post here, but do not understand what is the first 20% and later percentages?

I think that means for example if you made 100k from REIT dividends. IRS will only levy tax on 80K. The first 20% of your 100K is tax free. Now let’s say your marginal rate is 30% then 80 x 0.3 is 24k. It’s a drop from taxing the whole 100k on 30% which would have been 30k.

[buyinghouse]

@hanera

Historical return of S&P is between 7-11%.
JP Morgan has selected the timeframe such that return of REIT is higher than S&P’s.
It is possible to select a timeframe to show the reverse

Yes, my IULs returns during the last hmmm…20 years? were 7%, nowadays topping the 16%…tax free!

But the interests! Buahhhhhhhhhhhh!

As I said, there’s a REIT offering 12%, they shelter your income, and your 1031.

When you use any REIT, and it invests in multi family units, in this environment is a very good choice. But when the market does down, so your returns. Better use any REIT that invests on rentals of the likes of Walgreens, easy return for 15-19 years since that’s the length they sign their leases for.