Investment Trust Agreement With Largest Discount

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Multi-State
Control #:
US-0147BG
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Word; 
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Description

A real estate investment trust (REIT) is a company that owns, and in most cases operates, income-producing real estate. REITs own many types of commercial real estate, ranging from office and apartment building to warehouses, hospitals, shopping centers, hotels and even timberlands. Some REITs also engage in financing real estate. REITs were designed to provide a real estate investment structure similar to the structure mutual funds provide for investment in stocks. REITs are strong income vehicles because REITs must pay out at least 90% of their taxable income in the form of dividends to shareholders.
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FAQ

Unit investment trusts are unmanaged and each trust's portfolio is not intended to change during the trust's life except in limited circumstances. Accordingly, you can lose money investing in a unit investment trust.

A new Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges between 4% and 13%.

If the current share price is above the NAV, the investment trust is said to be trading at a premium, i.e. it costs more to buy the shares than the underlying investments are worth. When the share price is below the NAV, this is known as trading at a discount.

When Dave looks for mutual funds to invest in, he looks for funds with a long track record (at least 10 years) of strong returns that consistently outperform the S&P 500. They're out there! Choosing the right mutual funds can go a long way in helping you reach your retirement goals and stay away from risk.

Unlike open-ended funds, investment trust shares can trade below the value of their investments. This is known as a discount and basically means the shares are cheap. Investment trust share prices can also trade above the value of their assets. This is known as a premium and means the shares are expensive.

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These instructions explain how to complete Schedule D (Form 1041). A real estate investment trust (REIT) is a company that owns, and in most cases operates, income-producing real estate.It may take up to 10 days for the transcription to be completed dependent on the size of the document. Tapping into the capabilities of one of the world's largest real estate investment managers4,5. The most common asset classes are stocks, bonds and cash equivalents. For a complete list of investments, see the Fund's most recent periodic report filed with the Securities and Exchange Commission. BREIT's advisor is compensated via management fees and a performance participation allocation based on total return. A unit investment trust UIT is one of three basic types of investment companies.

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Investment Trust Agreement With Largest Discount