REIT Calculator
Project REIT dividend income and total return with DRIP reinvestment and dividend growth.
Annual Dividend (Year 1)
$1,000.00
Monthly Income (Year 1)
$83.33
Projected Income (Year 10)
$1,838.46
Investment Summary
| Shares Purchased | 500.00 |
| Year 1 Annual Dividend | $1,000.00 |
| Year 1 Monthly Income | $83.33 |
| Yield on Cost (Year 10) | 7.64% |
DRIP vs No DRIP Comparison
| Without DRIP - Portfolio Value | $33,597.91 |
| Without DRIP - Total Return | $20,061.79 |
| With DRIP - Portfolio Value | $49,178.78 |
| With DRIP - Total Return | $24,178.78 |
| With DRIP - Total Shares | 731.87 |
DRIP Growth Over Time
| Year 1 | $1,000.00/yr | $26,750.00 total |
| Year 2 | $1,070.00/yr | $28,622.50 total |
| Year 4 | $1,225.04/yr | $32,769.90 total |
| Year 6 | $1,402.55/yr | $37,518.26 total |
| Year 8 | $1,605.78/yr | $42,954.65 total |
| Year 10 | $1,838.46/yr | $49,178.78 total |
REIT Notes
| Distribution Requirement | REITs must distribute 90%+ of taxable income |
| Tax Treatment | Dividends typically taxed as ordinary income |
| Tip | Hold REITs in tax-advantaged accounts when possible |
Use the REIT Calculator above to calculate your results. Enter your values and see instant results — all calculations run in your browser.
Disclaimer: This calculator is for informational purposes only and does not constitute tax, financial, or legal advice. Results are estimates based on the information you provide and current rates. Always consult a qualified tax professional or financial advisor for advice specific to your situation.
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