🏦LTB
SIE: Investment Companies & Packaged Products
SIE practice questioneasyREITs - Distribution Requirement

For a Real Estate Investment Trust (REIT) to avoid federal taxation on income, it must distribute at least:

  1. A100% of its net profits
  2. B90% of its taxable income to shareholders✓ Correct answer
  3. C80% of gross revenues to the SEC
  4. D50% of its income as dividends
Explanation

Why B90% of its taxable income to shareholders

REITs must distribute at least 90% of taxable income as dividends to shareholders to avoid corporate tax. B overstates the requirement; C and D are incorrect and not relevant to REIT structure.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 1,867+ SIE questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Investment Companies & Packaged Products questions