One of the potential benefits of investing in a REIT is the QBI deduction that can allow some people to deduct up to 20% dividend income. You read that right, 20%!
What is the QBI Deduction?
How does it benefit REIT investors specifically?
Example of Tax Savings:
If you received $10,000 of qualifying REIT dividends:
Who Qualifies for this Deduction?
Tax Reporting:
Summary Benefits for Investors:
- Reduced Tax Liability: Directly reduces your taxable income.
- Passive Income Advantage: Efficient way to generate tax-advantaged passive income.
- Accessible Investment Vehicle: Easily accessible, transparent, and does not require sophisticated structuring.
Sounds pretty interesting doesn’t it? If you want to learn more about CalTier REIT I click the button below. You can also invest right away using our secure payments gateways
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Securities of CalTier REIT I, Inc. are offered through North Capital Private Securities, a member of FINRA/SIPC. Private investments are highly speculative, illiquid, may involve a complete loss of capital, and are not suitable for all investors. Distributions are not guaranteed. The actual amount and timing distributions to investors are determined based on the financial condition and other market factors.
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Securities of CalTier REIT I, Inc. are offered through North Capital Private Securities, a member of FINRA/SIPC. Private investments are highly speculative, illiquid, may involve a complete loss of capital, and are not suitable for all investors. Distributions are not guaranteed. The actual amount and timing distributions to investors are determined based on the financial condition and other market factors.
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