Moneyfactscompare.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfactscompare.co.uk will always be from news@moneyfacts-news.co.uk. Be Scamsmart.
A healthy credit score has its benefits, so make sure you manage your debt correctly.
Our independent and impartial star ratings provide consumers with an expert view of the market.
Find current accounts offering in-credit interest rates up to 5.00% AER.
Explore the best cards with a 0% introductory period.
Could the value of your state pension rise by more than inflation?
Will your loved one's gift be tax affected?
Looking for inflation beating returns? Investing in shares could be an option.
A healthy credit score has its benefits, so make sure you manage your debt correctly.
Our independent and impartial star ratings provide consumers with an expert view of the market.
Find current accounts offering in-credit interest rates up to 5.00% AER.
Explore the best cards with a 0% introductory period.
Could the value of your state pension rise by more than inflation?
Will your loved one's gift be tax affected?
Looking for inflation beating returns? Investing in shares could be an option.
A REIT is a property investment firm that in the UK is listed on a stock exchange. The purpose of a REIT is to generate a profit from its property portfolios and generate a return for its shareholders or investors. REITs were introduced in the UK in 2007 and are exempt from corporation tax on profits generated from rental income and the income from the sale of rental properties.
A REIT allows investors to pool their funds, which the REIT uses to invest in property to generate an income. Any profit that results is then shared with investors as dividend payments. Investors can hold these investments in an ISA, SIPP or LISA, making them very tax efficient.
There are more than 50 REITs listed on the London Stock Exchange with a value of around £54 billion.
We have selected the best-performing REITs across Europe, UK Commercial, UK Healthcare and UK Residential based on the performance of a £1,000 investment over six months up to 1 March 2024. Please remember that past performance is no guide to the future. Investing should be considered as a long-term undertaking.
Investment property trust |
Region or sector |
Return generated over six months on £1,000 |
LXI REIT PLC |
UK Commercial |
£1,115.82 |
Target Healthcare REIT |
UK Healthcare |
£1,106.89 |
Alternative Income REIT PLC |
UK Commercial |
£1,104.15 |
The PRS REIT PLC |
UK Residential |
£1,065.50 |
Tritax Big Box REIT |
UK Logistics |
£1,050.56 |
Source: Lipper/Moneyfacts Investment Life and Pensions Magazine
Note: the table above is ordered by the best performance in each sector up to 1 March 2024 over the previous six months.
Advertisement
The UK's number one flat-fee investment platform
The majority of REITs are equity based. This means that the REIT is listed on a stock exchange and invests in property to generate an income. Mortgage REITs provide finance to purchase property and generate income from the interest generated. There are also REITs that are listed on a stock exchange but do not trade and those that remain private and are not listed on a stock exchange.
Learn more about financial advice and financial planning before you make any investment decisions.
REITs need to meet specific criteria to qualify as a REIT, which includes distributing 90% of their net property rental income to investors.
To be eligible as a REIT in the UK, the firm must hold at least 75% of its gross assets in rentals and generate at least 75% of its profits from these. The REIT must own at least three properties and no individual property can be more than 40% of the fund’s total asset value.
Find a qualified, independent and regulated financial adviser in your area to help you make the right decisions about your financial future. A free service, quickly connect to over 27,000 experts with the help of Unbiased.co.uk.
All of our newsletters are available free by email to all Moneyfactscompare.co.uk users.
Send me Weekend Moneyfactscompare, Savers Friend, Companies Friend and selected third-party offers.
Disclaimer: This information is intended solely to provide guidance and is not financial advice. Moneyfacts will not be liable for any loss arising from your use or reliance on this information. If you are in any doubt, Moneyfacts recommends you obtain independent financial advice.
In this guide we’ve explained what unit trusts are and how they’re managed, and highlighted some of the best performing funds on the market.
In this guide we’ve explained what unit trusts are and how they’re managed, and highlighted some of the best performing funds on the market.
Saving for retirement can be challenging if you’re self-employed, but it’s important to build and manage wealth within your pension ready for retirement.
Saving for retirement can be challenging if you’re self-employed, but it’s important to build and manage wealth within your pension ready for retirement.
As part of the 2024 Spring Budget, the Chancellor of the Exchequer, Jeremy Hunt, unveiled plans for a new UK ISA, or 'British ISA'. Here's what we know so far.
As part of the 2024 Spring Budget, the Chancellor of the Exchequer, Jeremy Hunt, unveiled plans for a new UK ISA, or 'British ISA'. Here's what we know so far.
Find out how to invest in shares and investment funds using an investment platform or fund supermarket. We explain how they work and how to choose which one might work best for you.
Find out how investment platforms work and what to think about before choosing one.
In this guide we’ve explained what unit trusts are and how they’re managed, and highlighted some of the best performing funds on the market.
In this guide we’ve explained what unit trusts are and how they’re managed, and highlighted some of the best performing funds on the market.
Saving for retirement can be challenging if you’re self-employed, but it’s important to build and manage wealth within your pension ready for retirement.
Saving for retirement can be challenging if you’re self-employed, but it’s important to build and manage wealth within your pension ready for retirement.
As part of the 2024 Spring Budget, the Chancellor of the Exchequer, Jeremy Hunt, unveiled plans for a new UK ISA, or 'British ISA'. Here's what we know so far.
As part of the 2024 Spring Budget, the Chancellor of the Exchequer, Jeremy Hunt, unveiled plans for a new UK ISA, or 'British ISA'. Here's what we know so far.
Find out how to invest in shares and investment funds using an investment platform or fund supermarket. We explain how they work and how to choose which one might work best for you.
Find out how investment platforms work and what to think about before choosing one.
Moneyfactscompare.co.uk will, like most other websites, place cookies onto your device. This includes tracking cookies.
I accept. Read our Cookie PolicyMoneyfactscompare.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfactscompare.co.uk will always be from news@moneyfacts-news.co.uk. Be ScamSmart.
Moneyfactscompare.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfactscompare.co.uk will always be from news@moneyfacts-news.co.uk. Be ScamSmart.
Moneyfactscompare.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfactscompare.co.uk will always be from news@moneyfacts-news.co.uk. Be ScamSmart.
Moneyfactscompare.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfactscompare.co.uk will always be from news@moneyfacts-news.co.uk. Be ScamSmart.
Moneyfactscompare.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfactscompare.co.uk will always be from news@moneyfacts-news.co.uk. Be ScamSmart.
Moneyfactscompare.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfactscompare.co.uk will always be from news@moneyfacts-news.co.uk. Be ScamSmart.