Real Estate Investment Trusts

Royalty trusts, in Finance, are classic flow-throughto drop. On the other hand, when interest rates rise,
investments vehicles. The trust, like a mutual fund, holdsprices of REIT's drop thus causing yields to rise.For
a portfolio of assets, which can be anything fromexample, when interest rates were pushed up by both
producing oil and gas wells to power generatingthe Federal Reserve Board and the Bank of Canada
stations to interests in land. The net cash flow, i.e. theall the way back in 2000, the typical REIT was yielding
total cash flow minus revenues, is passed on to theclose to 14 percent as prices per share fell. When
unit-holders as distribution.The purpose of a Realinterest rates subsequently dropped, yields fell to less
Estate Investment Trusts is to reduce or eliminatethan 10 percent as demand for REIT's increased thus
corporate income taxes. In the United States, wherepushing share prices higher.This is a very important
they are generally more widespread as investmentconsideration to be kept in mind when investing or
vehicles, Real Estate Investment Trusts pay little or nootherwise trading units involving this type of trusts. If
federal income tax but are subject to a number ofinterest rates appear to be poised to rise, investors
special requirements set forth in the Internal Revenuemay want to defer purchases, and those who own
Code, one of which is the requirement to distributethis type of shares already may consider reducing their
annually at least 90 percent of their taxable income inexposure by selling and take in some profit.There are
the form of dividends to shareholders.Real Estatetypically two catches with REIT's. The first is that since
Investment Trusts are, therefore, a special type ofinvestors are ‘unit-holders' rather than
royalty trust. They specialize in real property, anythingshareholders, they are potentially jointly and severally
from office buildings to long-term care facilities. Forliable together with all other unit-holders (plus the trust
illiquid assets like real estate, closed-end funds of thisitself) in the eventuality of insolvency. Instead of limited
type make good sense. Open-end or ‘mutual'liability, investors rely on the REIT's management to
real estate funds are subject to new money andhave property, casualty and liability insurance, prudent
redemption problems, entirely absent in closed-endlending policies and other reasonable safeguards in
trusts. The first Real Estate Investment Trust wasplace. Nevertheless there is always the possibility of a
introduced in the United States in 1960. The vehicleproblem - say a catastrophic fire or a building collapse
was designed to facilitate investments in large-scale- that is not covered by insurance. This may have
income-producing real estate by smaller investors. Theseemed like a very small matter prior to the attacks
US model was simple, enabling small investors toon the World Trade Center in 2001. Since then,
acquire equity interests in vehicles holding large-scalehowever, it is something that has to be taken
commercial property.But the birth of Real Estateseriously.The second problem with REIT's is less
Investments Trusts as a mass investment vehicle cantransparent. All real estate properties depreciate in
be traced directly to the liquidity crisis encountered byvalue over time (not the land, only the buildings).
open-end real estate mutual funds all the way back toDepreciation can be somewhat slowed down by
1991-92, during the slowdown of real estate thatearmarking at times significant amounts of money for
characterized those years. Faced with redemptionmaintenance and renewal of facilities. Since most of
demands on the part of unit-holders, real estate mutualthe REIT's income is being distributed and the capital
funds were presented with the unpalatable option ofcost allowance is being allocated to investors, investors
selling valuable real properties into a distressed marketare factually getting their own capital back over time.
to raise cash. Many of them, therefore, chose to closeAs such, the book value of the underlying real
off redemptions and converted into Real Estateproperties will be steadily depleting.Obviously, if real
Investment Trusts, since then most commonly knownestate markets are on the upswing the depreciation
as REIT's. Only a few open-end real estate mutualfactor will not be overly important, since it will be offset
funds continue to own real estate directly. Most nowby the appreciation of the underlying assets. But in
invest in shares of real estate-related companies.Theessence, the point is that the long-term income stream
typical REIT usually distributes about 85 to 95 percentis quite variable, certainly more variable than some
of its income (rental income from properties) to themanagers would have investors believe.As stated
shareholders, usually on a quarterly basis. This incomeabove, the inverse relationship between interest rates
gets a special tax break, because REIT's shareholdersand prices of REIT's shares plays an important role.
are entitled to a deduction for the pro-rata share ofOn average, it is safe to assume that interest rate
capital cost allowance (depreciation on the realincreases are likely to be met by REIT's price declines
properties). As a result, a high percentage of thein the Stock Exchange, because increasing rates
distributions are normally tax-deferred. However, thecorrespond to a slowdown in the economic growth
amount will vary from year to year and will differand less demand. But out of the context of the frantic
depending on the particular REIT.As with royalty trust,buy and sell of Wall Street, even a slowdown in the
the value of tax-deferred income will reduce themarket for single-family houses can actually benefit
adjusted cost base of the shares owned. ForREIT's. This is so, because even though real property
example, if an investor purchases 1,000 units at $15.50prices are in decline, it is still cheaper to rent than to
per unit, receives $3,000 ($3.00 per share) in aggregateown, especially during a period of rising interest rates.
tax-deferred distribution over time, and the sells theAnd REIT's thrive on rentals. In fact, no city is a better
shares for $17.50 each, the capital gain will beenvironment for REIT's to operate in than New York
calculated as follows:[1,000 x ($17.50 - $15.50 + $3.00)]City, where some 70 percent of residents rent.Luigi
= $5,000 before adjustments for commissions. InFrascatiLuigi Frascati is a Real Estate Agent based in
Canada, this gain will be subjected to capital gainVancouver, British Columbia. He holds a Bachelor
treatment, so only 50 percent or $2,500 will be includedDegree in Economics and maintains a weblog entitled
in income and taxed accordingly. In fact, Canadathe Real Estate Chronicle where you can find the full
allows preferential tax treatment to REIT's by makingcollection of his articles on Real Estate Economics and
them RRSP-eligible and by not considering themFinance. Luigi is associated with the Sutton Group, the
foreign property (which would taxed at a higher rate),largest real estate organization in Canada, and is
so long as the real estate portfolio does not containbased with Sutton-Centre Realty in Burnaby, BC.Luigi is
non-Canadian property in excess of the allowablevery proud to be an EzineArticles Platinum Expert
limit.REIT's yields and the market price of units tend toAuthor. Your rating at the footer of this Article is very
be strongly influenced by interest rates movements.much appreciated. Thank you.
As rates drop, prices of REIT's rise thus causing yields