Sentences with phrase «return of capital»

A good portion of the distributions in many REITs (specifically the junior REITs) are classified as return of capital because of depreciation.

That's why these payments are sometimes called return of capital distributions.

The parties create a partnership using a partnership agreement, though calculating return of capital for a partnership can be difficult.

I'd wonder if the 12 % promise you get includes return of capital?

As far as I'm concerned, the only real glaring omission here is a substantial return of capital.

In most cases, this payout is more than the interest and dividends generated by the investments, and the excess is considered return of capital.

It is thus not necessarily that you must invest your capital in the Real estate business so as to get returns of your capital to increase your financial status.

I love the high cash distributions, and I love the fact that in most years the distributions are considered mostly tax - free returns of capital.

Yes, I was surprised by the «potential return of capital» comment!

As a result, the distributions from the junior REITs are often classified as Return Of Capital when you file your taxes at the end of the year.

Instead, return of capital occurs when an investor receives a portion of his original investment, and these payments are not considered income or capital gains from the investment.

After the basis of your stock is reduced to zero, any further return of capital is taxed as capital gain.

Return of capital leads to deferred capital gains on sale.

While return of capital is not taxable — it's just your money being returned to you — it causes your adjusted cost base to fall.

With a prescribed annuity, return of capital comprises the majority of the annuity income.

Whatever return of capital occurs, it decreases the investor's cost basis for the investment.

They also do not add return of capital to the distributions.

Return of capital distributions don't come from exempt interest or from any other type of earnings.

For these investors, they are not so much motivated by return on capital as return of capital.

Early exits also boosted the returns in my new angel fund and provided our early investors a 100 % return of their capital in just over two years.

You increase the capital account by the additional contributions and retained earnings and decrease the capital account by the distributions of return of capital and / or losses.

Investors pay tax on most of the distributions as ordinary income (although some distributions qualify as a tax - free return of capital).

In short, return of capital occurs when an investor receives part of his original investment back.

The Schmidt case made it clear that if you receive return of capital from a US - listed ETF, it is fully taxable as income, and it does not affect your ACB.

Max Life Premium Return Protection Plan is a Term Insurance plan with return of premiums option whereby the policyholder can enjoy comprehensive life cover with the added benefit of return of capital on maturity thus safeguarding his investments.

I also own a long term bond (zero coupon, purchased when interest rates were a little higher) which would mature in a few decades that would provide me with return of capital of my principle invested in a few decades.

The company has returned $ 3.60 per share in dividends / return of capital over the past couple of years so my investment «problem» is getting smaller rather than larger.

In five years of distributions, each unit will yield $ 1 of taxable income and $ 4 in non-taxable return of capital.

This rule does not apply to nontaxable return of capital distributions.

To still have 2 years of premiums covered, plus regular policy maturities, assures financial stability and scope for further buybacks (& then returns of capital if / when the discount to intrinsic value is eliminated).

Example: Suppose there was a $ 0.16 per share return of capital dividend between the date of the purchases described above and the date of the sale.

A simple annuity that doesn't act very differently from what you think you'd get when you're buying a bond — a low return on investment and a simple return of your capital that's clearly disclosed — of which there are not many because that's not where the money is.

MLP funds accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax - deferred return of capital and for any net operating gains as well as capital appreciation of its investments; this deferred tax liability is reflected in the daily NAV; and, as a result, the MLP fund's after - tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked.

E is the Expected Return of the Capital Asset (whether it be your Gold fund, your Large Cap stock or your Emerging Markets ETF, etc)

-- The Indonesian sale & proposed return of capital is Argo's first major value - creation event in a number of years.

Alternative Asset Opportunities (TLI: LN): TLI had a great H2 - 2014 run — gaining over 22 % (inc. a 2p return of capital), making it my top holding at year - end (at 11.1 %).

In February, Donegal confirmed receipt of the primary MMM consideration, triggering a substantial NAV revaluation (to $ 8.24 per share) & an imminent return of capital — well flagged, but again the shares responded with a 15 % + jump!