Calculate potential returns from Real Estate Investment Trusts including dividends and capital gains
REIT Investment Analysis
Investment Details
$1,000$1,000,000
Typical REIT dividend yields range from 3-8%
Time Horizon
Tip: Dividend-focused REITs provide regular income and are suitable for investors seeking steady cash flow.
Growth Investment
Growth REITs focus on capital appreciation over dividends
Tip: Growth REITs typically reinvest profits into property acquisitions and development, offering higher capital gains potential.
Balanced REIT Portfolio
Automatically calculated: 100% minus dividend portion
Tip: A balanced portfolio combines income from dividends with potential for capital appreciation.
REIT Type
Equity REIT
Owns & operates properties
Mortgage REIT
Finances real estate
Hybrid REIT
Combines both strategies
REIT Investment Analysis Results
Projected Total Return
12.8%
Annual Return
Dividend-Focused Equity REIT
Total Investment
$50,000
Projected Value
$86,450
Total Returns
$36,450
Annual Dividend Income
$2,250
Returns Composition
Year-by-Year Projection
REIT Type Comparison
Equity REIT
Property ownership
Avg. Return: 10-12%
Mortgage REIT
Real estate financing
Avg. Return: 8-10%
Hybrid REIT
Combined approach
Avg. Return: 9-11%
Detailed Returns Breakdown
Component
Annual Amount
Total (10 Years)
Percentage
Dividend Income
$2,250
$24,750
68%
Capital Appreciation
$1,170
$11,700
32%
Total Returns
$3,420
$36,450
100%
Investment Performance Metrics
Annual Total Return12.8%
Dividend Yield4.5%
Compound Annual Growth Rate (CAGR)6.5%
Cash-on-Cash Return4.5%
Internal Rate of Return (IRR)7.2%
REIT Investment Benefits
High Dividend Yields
Typically higher than stocks
Portfolio Diversification
Low correlation with stocks
Liquidity
Traded like stocks
Inflation Hedge
Rents typically rise with inflation
Key Risk Factors to Consider
Interest Rate SensitivityHigh
Market VolatilityMedium
Property Market RiskMedium
Dividend SustainabilityMedium
Important: REIT returns are based on historical averages and projected rates. Actual returns may vary significantly. REITs are subject to market risks, interest rate fluctuations, and real estate market conditions. Dividends are not guaranteed and may be reduced or eliminated. Past performance does not guarantee future results.
Disclaimer: REIT calculations are estimates based on provided inputs and historical averages. Actual REIT performance depends on market conditions, management quality, property types, and economic factors. REITs must distribute at least 90% of taxable income to shareholders as dividends. Consult with a financial advisor before making investment decisions.