REIT Investment Calculator
REIT Investment Calculator
Calculate your potential returns from Real Estate Investment Trusts
Equity REIT
Mortgage REIT
Hybrid REIT
Investment Details
REIT Name
Purchase Price Per Share ($)
$
Shares/Units Held
Commission (%)
%
Min Commission ($)
$
GST/Tax (%)
%
Total Investment
$10,010.35
Dividend & Sale
Dividend Yield (%)
Annual dividend payment as a percentage of the REIT's share price
%
Dividend Frequency
Monthly
Quarterly
Semi-Annually
Annually
Dividend Growth Rate (%)
Expected annual increase in dividend payments
%
Holding Period (years)
Price Growth (% per year)
Expected annual appreciation in REIT share price
%
Projected Sale Price ($)
$
Investment Results
Total Dividends Received
$2,459.34
Capital Gain
$1,593.00
Total Return
$4,052.34
Annualized Return
8.10%
Dividend Contribution
60.7%
Price Appreciation
39.3%
Projected Investment Value
$14,052.34
Dividend Schedule (First Year)
Q1
$112.50
Q2
$112.50
Q3
$112.50
Q4
$112.50
Calculate REIT Returns
REITs must distribute at least 90% of taxable income to shareholders as dividends
Detailed Year-by-Year Breakdown
Year
Share Price
Dividend/Share
Annual Dividend
Cumulative Dividends
Investment Value
Total Return
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