REIT ROI Calculator — Calculate Real Estate Investment Trust Returns

REIT ROI Calculator

Calculate the return on investment (ROI) for Real Estate Investment Trusts. Determine potential returns based on dividend yield, share price appreciation, investment horizon, and amount.

Step 1: Investment Details

$50,000
4.5%

Understanding REIT Returns

REIT returns come from two sources: dividend income and share price appreciation. Residential and industrial REITs typically offer growth potential, while retail and commercial REITs often provide higher yields.

Step 2: Investment Parameters

4%

About REIT Investments

Real Estate Investment Trusts (REITs) allow investors to access real estate markets without directly owning property. They must distribute at least 90% of taxable income as dividends, providing regular income streams.

REIT Investment Return Results

Summary
REIT Comparison
Breakdown

Total Return on Investment

98.7%
Based on 4.5% dividend yield and 4% annual appreciation over 10 years
Ending Value
$99,350
Total Dividends
$27,809
Annualized Return
7.1%
Total Gain
$49,350

REIT Type Return Comparison

REIT Type Dividend Yield Appreciation 10-Year Return Ending Value

Year-by-Year Growth

REIT ROI Formula

Total ROI = (Ending Value – Initial Investment) ÷ Initial Investment

Ending Value = Initial Investment × (1 + Annual Appreciation)^Years + Dividends (reinvested annually if selected)

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