The REIT Marketplace:

You can invest in REITs two ways. You can buy shares in public corporations that are listed on either a national exchange, such as the new Your Stock Exchange (NYSE) or the Nasdaq Stock Market, or on a quotation service, such as the OTC Bulletin Board. Or you can invest in a private, non-traded REIT that is being offered as a direct participation program (DPP).

Both publicly traded and non-traded REITs are alike in the sense that both invest in income-producing real estate and pay 90% of their taxable income as dividends. Both are registered with and regulated by the Securities and Exchange Commission (SEC). And both must file quarterly and annual reports, publicly disclose material information, and hold annual shareholder meetings. However private REITs may be exempt from registration with the SEC and do not have the same disclosure requirements that a public registered REIT has.

But there are also significant differences between the two that you can capitalize on as an investor.

Disclaimer – Securities offered through Emerson Equity LLC
Member FINRA and SIPC.
CLK Investment Advisors is independent of Emerson Equity LLC

This is not a solicitation to sell or an offer to buy securities. Securities are sold only in states where Emerson Equity is registered or otherwise exempt from registration. All investment involves risk. Speak with your tax professional regarding your current tax situation and proposed investments prior to investing. Past performance is not indicative of future results.