Minimum Investment Amount
Registered Funds Eligibility
Target Annual Net Return
Cash Distribution Yield
Current Unit Price
How your money will make money.
Former CTO, Toys R Us Canada
Retired, Former Head of Construction of a Publicly Traded REIT
Adjunct Professor at the Brookfield Centre in Real Estate and Infrastructure, Schulich School of Business
The Credit Committee, sometimes called the Investment Committee, is a panel of individuals ubiquitously found in financial institutions, pension and endowment funds, credit unions, banks,
Once a fund successfully qualifies as a REIT, investors can buy shares in a variety of ways. The REIT pools this capitalization to make investments in different kinds of real estate investments. Investments can include the REIT’s direct ownership of real estate, real estate loans, or both.
REITs can be classified in 3 ways:
As with a mutual fund, each share of a REIT represents partial ownership of all the individual assets held by the fund. Therefore, any change in the value and price of a REIT’s shares reflects the change in the value of the overall collection of individual real estate properties the REIT holds. Also like a mutual fund, REITs are professionally managed by one or more fund managers, who determine and implement the REIT’s investment strategy.
Just as REITs can earn returns in the form of income or appreciation, REIT investors can also realize the same types of returns. For income-generating investments, REIT investors typically realize returns through dividend distributions, which represent the income earned by individual real estate properties. Dividend distributions are typically paid to investors by the REIT in proportion to their share of ownership of the entire fund on a regular basis.
Meanwhile, in order to realize appreciation-based returns, an investor generally must sell his or her REIT shares. Unlike income, which can be distributed to an investor on a regular basis, appreciation is generally realized upon sale of shares in a single, lump sum return. That said, when a REIT sells an underlying property, capital gain dividends can be distributed to investors without requiring those investors to divest of their shares. Typically, any appreciation realized in this way by an investor on an equity investment (REITs included) is categorized as a capital gain.
Brokerage costs vary by company, but may include formation fees, annual management fees and a percentage of profits in the form of a “promoted interest.”
Typically $1,000 – $25,000; private REITs that are designed for institutional or accredited investors generally require a much higher minimum investment.
The main thing that sets public REITs, both traded and non-traded, apart from private ones is access. Anyone with enough capital to invest (usually less than $1,000) can buy shares of a public REIT. They can do that through a brokerage account if it’s traded on an exchange. Meanwhile, if it’s non-traded, they can buy shares directly from the REIT’s management company — such as through a real estate crowdfunding platform — or through a licensed third-party broker-dealer or Exempt Market Dealer like Fundscraper.
Make sure you meet the eligibility requirements by signing up for a free account.
Review the prospectus and connect with our licensed experts to discuss your options.
Plan to diversify, which means investing in small amounts to lower your overall portfolio risk.
Receive updates and enjoy passive returns until the completed term or re-invest for compound growth.
Become a master of real estate investing! This playbook has inside industry knowledge that you can use to help generate passive income! Discover tactics used by the savviest investors, how to diversify, maximize your returns and avoid mistakes. It’s everything you need to know to invest like a pro.