What is a REIT and How Are Dividends Received from a REIT Taxed?

This year, we started a financial education series geared towards educating beginning investors and more specifically, beginning dividend growth investors.  Our first two articles explain what a dividend is and the dividend payout ratio (and how to calculate it). In this article, we will take a deeper dive into one specific type of holding that can be found in many dividend investors’ portfolio.  This holding typically pays a higher dividend, which is why dividend investors are always on the lookout for a great one. If you’re looking into becoming a dividend growth investor, you better get used to reading these four letters…REIT. Here is a deeper dive into what a REIT is and how dividends received from a REIT is taxed.

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Lanny’s Recent Stock Purchase – Realty Income (O)

My first purchase of the year.  With the market continuing the rollercoaster ride, seeing many red and many black days, I just had to make a move.  On February 12th, I made my first stock purchase of 2018.  As you read the title, this has been quite the favorite of Bert’s lately and it was time for me to add to my position.  The price was very sweet and difficult to pass up and I am very excited to write about the capital that was added.  Now let’s see what price and why I made this dividend stock purchase!

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Recent Buy – Realty Income (O) X 3

The market continued to slide the first few weeks of February.  Dividend Aristocrats and other great dividend stocks continued to fall to levels I haven’t seen in a while.  Lanny and I were having multiple discussions each day about which stocks are looking great and where to potentially focus our attention.  Look how strong some of the names are that were on his January dividend stock watch list.  Well, there is one stock that has continued to catch my eye as the price continues to decline.  I’ve purchased the stock twice already in 2018 and I could not resist when their price fell below the half-century mark.  Here is why I bought Realty Income (O) for the third time in 2018!

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Bert’s January Dividend Income Summary

The calendar has turned and we are off to the races in 2018.  It has busy month and our busy season has been intense.  But that hasn’t stopped us from closely monitoring our portfolios and the excitement that is happening in the stock market.   We all finished December strong and as a community 39 of us were able to receive of $30,000 of dividend income.  It was a record-setting month for a lot of us, including myself.  And now that 2018 has started, it is time to keep the momentum going.  With one month down, I thought it would be as good as a time as ever to publish my first dividend income summary of 2018.  Time to check out my January dividend income summary!

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Recent Buy – Realty Income (O)…Again

2018 is off to a roaring start. The stock market continues to rise and companies are announcing dividend increases and share buyback programs left and right.  Dividend investors everywhere are feeling a nice jolt, that’s for sure.  Outside of dividend increases, January has been a busy month for me.  It has been a long, long time since I have done this.  But last week, I purchased Realty Income (O) for the second time in January.

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Recent Buy – Realty Income (O)

After a record December, I was looking to start 2018 off on an aggressive note.  I play to push my limits in 2018 and hopefully provide a lot of fuel to my investment portfolio.   Despite the fact that the market has also started off on a tear, a few opportunities have presented themselves.  After watching the price of REITs such as Realty Income and HCP (Lanny’s latest purchase) continue to fall, I knew that a purchase was inevitable.   Let’s see why I added to my position in Realty Income!

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Bert’s March Dividend Stock Watch List

The first quarter is racing to a close here!  It has been over a month since my last stock purchase, T.Rowe Price Group, and I am starting to get the itch to buy again!  The market has presented a few opportunities that caught my eye over the last few weeks.  Here are the three stocks on my March watch list and hopefully you will be writing about another purchase article soon!

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