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Home/News Feed/Holding Realty Income REIT in a Roth IRA saves significant taxes on dividends compared to taxable accounts.
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Holding Realty Income REIT in a Roth IRA saves significant taxes on dividends compared to taxable accounts.

Market News
02 Jun 2026
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Bullish
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Realty Income REIT pays monthly dividends taxed as ordinary income, which can lead to substantial tax costs in taxable accounts, especially for investors in higher tax brackets. Holding these shares in a Roth IRA eliminates the tax on dividends, preserving more income and allowing tax-free compounding. For example, a $250,000 position at a 24% tax bracket saves over $3,000 annually, which can grow to tens of thousands over time. Investors should consider placing REITs like Realty Income in Roth accounts to maximize after-tax returns and evaluate Roth conversions for existing holdings.

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Realty Income upsizes credit facilities and commercial paper programs to $5.5B, boosting financial flexibility.

Realty Income upsizes credit facilities and commercial paper programs to $5.5B, boosting financial flexibility.

Realty Income Corporation has expanded its multicurrency unsecured revolving credit facilities from $4.0 billion to $5.5 billion, with an option to increase to $6.5 billion. The company also increased its global commercial paper programs' combined ca...

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