B21 Posted March 21, 2012 Posted March 21, 2012 Can anyone confirm if a publicly traded REIT or limited partnership or REIT mutual fund is subject to UBTI if purchased as an investment in a retirement plan?
mbozek Posted March 21, 2012 Posted March 21, 2012 Can anyone confirm if a publicly traded REIT or limited partnership or REIT mutual fund is subject to UBTI if purchased as an investment in a retirement plan? I dont think a REIT is subject to UBIT b/c it is not a master limited partnership subject to UBIT. In any event UBIT can be avoided if the REIT investment is purchased in an ETF. mjb
Draper55 Posted April 4, 2012 Posted April 4, 2012 reits i think are no..publicly traded limited partnership possibly yes..should investigate further
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