REIT mutual funds vs REITs: Who has the edge?
Synopsis Despite their benefits, REITs have not found widespread acceptance. Tax treatment is a major hurdle. When investing directly in REITs, investors face multiple layers
Synopsis Despite their benefits, REITs have not found widespread acceptance. Tax treatment is a major hurdle. When investing directly in REITs, investors face multiple layers of taxes.
But two things have now changed. From 1 January 2026, REITs are classified as equity for taxation purposes. This means gains on investments held for
more than 12 months qualify as LTCG and are taxed at 12.5%.
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