Cavalry offers retirees an accessible way to invest in real estate without the complexities of direct property ownership, through Real Estate Investment Trusts (REITs). These publicly traded companies own and operate income-generating real estate across various sectors including residential apartments, commercial office buildings, shopping centers, warehouses, and healthcare facilities. REITs are required by law to distribute at least 90% of their taxable income to shareholders as dividends, making them particularly attractive for retirees seeking regular income streams. With dividend yields often ranging from 3% to 8%, REITs can provide higher income than traditional bonds or savings accounts while offering potential for capital appreciation. Retirees can easily purchase REIT shares through any brokerage account, benefit from professional property management and diversification across multiple properties and geographic regions, and enjoy the liquidity of being able to buy and sell shares during market hours. For those looking to supplement Social Security and pension income or create a reliable secondary income stream, REITs can serve as a cornerstone holding in a retirement portfolio, though investors should be aware that REIT dividends are typically taxed as ordinary income rather than at the lower qualified dividend rates.
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