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SIE: Investment Companies & Packaged Products
SIE practice questionmediumREITs

Which of the following best describes an equity REIT?

  1. AA trust that only invests in mortgage-backed securities
  2. BA trust that owns and manages income-producing real estate✓ Correct answer
  3. CA company that guarantees fixed interest payments
  4. DA fund that must distribute 50% of income
Explanation

Why BA trust that owns and manages income-producing real estate

Equity REITs own real estate and collect rents. Mortgage REITs invest in mortgages (B), and there are no guarantees or 50% distribution requirements (C, D).

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