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SIE: Investment Companies & Packaged Products
SIE practice questioneasyREITs

A requirement for a company to qualify as a REIT is that it must:

  1. AInvest only in mortgage-backed securities
  2. BDistribute at least 90% of its taxable income to shareholders✓ Correct answer
  3. CGuarantee a fixed dividend
  4. DBe organized as a closed-end investment company
Explanation

Why BDistribute at least 90% of its taxable income to shareholders

To qualify as a REIT, at least 90% of taxable income must be distributed. REITs invest in various real estate assets, not just mortgages (B), do not guarantee dividends (C), and are typically publicly traded companies, not closed-end funds (D).

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