REIT Dividend Calculator
See the power of dividend reinvestment with Real Estate Investment Trusts (REITs)
The REIT Dividend Calculator helps you visualize the potential growth and income from REIT investments. It factors in your initial investment amount, share price, dividend yield, expected growth rates, and whether you choose to reinvest dividends (DRIP). The calculator provides estimates for portfolio value, income generation, and the benefits of dividend compounding specifically tailored to REITs, which typically offer higher yields than average stocks but with different tax implications.
Investment Details
How much you plan to invest initially
Current price per share of your chosen REIT (VNQ latest price as of June 17, 2025: $89.58)
Annual dividend payment per share
Annual dividend as percentage of share price (auto-calculated)
Additional amount you’ll invest each month
How long you plan to hold your investment
Dividend & Growth Settings
Estimated annual growth in REIT share price
Estimated annual growth in dividend payments
Your marginal tax rate on REIT dividend income
How often dividends are distributed
Automatically reinvest dividends to purchase more shares
REIT Calculator Results
Enter your investment details and click “Calculate REIT Returns” to see results.
Final Portfolio Value
$0
Total Dividends Earned
$0
After Tax: $0
Final Annual Income
$0
After Tax: $0
Final Monthly Income
$0
After Tax: $0
Final Yield on Cost
0%
Break-even Point
N/A
With DRIP
$0
Final Portfolio Value
Total Dividends: $0.00
Total Shares:
Without DRIP
$0
Final Portfolio Value
Total Dividends: $0.00
Total Shares:
DRIP Advantage
$0
Portfolio Difference
0%
Percentage Gain
With DRIP: Growth Sources
Without DRIP: Growth Sources
Latest VNQ Dividend Information & Calendar
Latest Paid Dividend (Q1 2025)
- Ex-Dividend Date: June 26, 2025
- Payment Date: June 30, 2025
- Quarterly Dividend: $1.03 per share (Confirmed)
VNQ Dividend Payment Schedule 2025 (Forecast)
| Time Period | Ex-Dividend Date | Payment Date | Estimated Amount |
|---|---|---|---|
| Q1 | March 25, 2025 | March 27, 2025 | $0.9319 |
| Q2 | June 26, 2025 | June 30, 2025 | ~$1.0328 |
| Q3 | September 19, 2025 | September 23, 2025 | To be announced (estimate based on historical pattern) |
| Q4 | December 19, 2025 | December 23, 2025 | To be announced (estimate based on historical pattern) |
Estimated amounts based on historical data; actual dividends may vary.
VNQ Portfolio Overview
Updated Sector Weightings (Q2 2025)
While the exact sector breakdown for June 2025 is not published in the provided sources, VNQ’s sector allocations typically do not change drastically quarter-to-quarter. As of Q2 2025, the approximate weightings are:
Approximate weightings, exact figures vary slightly by data provider and date.
Updated Top 10 Holdings (As of April 30, 2025—latest available)
| Ticker | Company Name | Weight (%) |
|---|---|---|
| VRTPX | Vanguard Real Estate II Index Fund Institutional Plus | 14.1% |
| PLD | Prologis Inc. | 6.0% |
| AMT | American Tower Corp. | 5.9% |
| WELL | Welltower Inc. | 5.4% |
| EQIX | Equinix, Inc. | 4.4% |
| DLR | Digital Realty Trust Inc. | 2.8% |
| SPG | Simon Property Group Inc | 3.1% |
| O | Realty Income Corp. | 2.9% |
| PSA | Public Storage | 2.7% |
| CCI | Crown Castle International Corp | 2.6% |
Source: Benzinga, as of April 30, 2025. This is the most recent holding data available; the top 10 holdings are updated monthly by Vanguard and major financial data providers.
Live REIT Market Data
Stay updated with real-time REIT market trends and performance. Displaying data for VNQ (Vanguard Real Estate ETF) as a general REIT market indicator.
What Is a REIT Dividend Calculator and How Does It Work?
If you want to know how much money you could make from your investments in Real Estate Investment Trusts (REITs) then the REIT Dividend Calculator you must to use. No matter how much experience you have with investing but when you use this tool can help you make smart choices about your portfolio. Below I guide you Step by step on how to use our REIT dividend calculator.
Step 1: Enter Your Initial Investment Amount
The REIT Dividend Calculator needs to know how much money you want to invest first. This number shows how much money you will put into the REIT.
Example: If you invest $10,000 in a REIT then you type “10000” into the calculator..
This information will be used to figure out how much you will get in dividends. The more you put in, the more you can get back.
Step 2: Enter the percentage of the dividend yield
The annual dividend yield is the next important point that you must have to know about it. It tells you how much the REIT pays its shareholders based on how much you invested. REITs usually pay out between 3% and 8% of their value each year but this can change depending on the market and the type of REIT.
For example, if you invest $100 in a REIT with a 5% dividend yield, you would get $5 in dividends each year.
Put the percentage of the dividend yield into the calculator. Then based on this number, the tool will figure out how much your annual dividend will be.
Step 3: Choose the Dividend Payout Frequency
REITs pay dividends on different schedules such as once a month, once a quarter or once a year. You can choose how often the REIT pays dividends with our calculator. This will change the total amount you get for long time.
For example, if you choose to get your payments every month, the calculator will split the yearly dividend into 12 payments and show you how much you’ll get each month.
Step 4: Decide on Dividend Reinvestment (DRIP)
Many investors choose Dividend Reinvestment Plans (DRIP) which automatically reinvest their dividends to buy more shares. This choice will grow your total investment and your returns over time. But not all REITs or brokers offer you the DRIP and sometimes DRIP shares are purchased at a discount or are commission-free. For example if you choose DRIP then the calculator will figure out how your reinvested dividends will grow your investment over the years which will lead to bigger returns.
Step 5: Review Your Results
The REIT Dividend Calculator will give you results like annual dividend, monthly dividend, expected long-term returns etc after you fill out all the required fields.
How Manually Calculate the REIT Dividend Calculation
Here’s how you manually calculate the REIT dividends for investors who would rather know the numbers behind the instrument.
Core Formula
Annual Dividends = Invested Capital × Dividend Yield
For example, if you invest $5,000 in a REIT which is offering a 4% dividend yield then your dividend would be:
This means you will earn $200 annually in dividends from your $5,000 investment.
Compound Growth with Reinvestment
If you choose Dividend Reinvestment Plans (DRIP) and the dividends that you receive from your initial investment will be reinvested in more shares which will cause your investment to grow faster. To calculate this manually you would need to consider the additional shares purchased on your dividends each year through DRIP and the dividends that go up as the number of shares grows.
So if you get $200 in dividends in the first year and you can use that money to buy more shares and therefore your dividends in the next year could increase because of the reinvested amount.
How to Calculate Compound Growth with Manual Calculation
If you manually calculate compound growth, then formulas for compound interest are used. For example, the formula:
$A=P(1+r/n)^{nt}$
Where:
- $A$ is the amount of money accumulated after interest (including reinvested dividends),
- $P$ is the principal (your initial investment),
- $r$ is the annual interest rate (dividend yield),
- $n$ is the number of times the dividend is compounded per year,
- $t$ is the number of years.
REIT Calculator vs. Manual Calculation: Accuracy and Benefits
There are various advantages to using a REIT Dividend Calculator when compared to using calculations by hand. The following explanation is important as to why most investors prefer automated tools:
| Feature | REIT Dividend Calculator | Manual Calculation |
|---|---|---|
| Speed | Instant results | Time-consuming |
| Accuracy | High accuracy | Prone to human error |
| Complexity | Handles DRIP, compounding, tax | Simple but lacks detail |
| Ease of Use | User-friendly | Requires financial knowledge |
What are the Advantages of the REIT Dividend Calculator?
- Accuracy: Automated calculations are much more accurate than the manual calculators because especially when you are dealing with complicated situations like compounding dividends or figuring out how taxes will affect them that time you may not be able to calculate properly or make mistakes manually solving the problem.
- Speed: The REIT calculator gives you results right away which saves you the time it would take to do the math by hand.
- Dealing with Complexity: The calculator can handle complicated situations like dividend growth rates, reinvestment plans and different payout frequencies.
- Lessening Errors: People can make mistakes when they do math by hand especially when they are trying to figure out things like how changes in the market or taxes will affect them. The REIT Dividend Calculator fixes these mistakes.
Frequently Asked Questions
The dividend yield in a REIT is the amount of money that the REIT pays out in dividends as a percentage of your investment. REITs usually pay dividends that are between 3% and 8% which is depending on the type of REIT and the market. This percentage tells you how much money your investment will make.
The formula for compound growth is:
A = P(1 + r/n)^(nt)
For a more detailed analysis that includes growth over time:
Where A is the accumulated amount, P is the principal investment, r is the annual dividend yield, n is the number of times dividends are compounded per year, and t is the number of years.
The REIT Dividend Calculator is faster, more accurate and less likely to make mistakes than doing it manually. The calculator can handle complicated situations like taxes, dividend reinvestment and compounding and it gives you instant and accurate results.
Yes the REIT Dividend Calculator allows you to choose different payout frequencies such as monthly, quarterly, or annually. This helps you see how often you will receive your dividends and how it impacts your total returns.
To manually calculate REIT dividends you can multiply your invested capital by the dividend yield. For example if you invest $5,000 in a REIT with a 4% dividend yield, you would earn $200 in dividends annually (5000 × 0.04 = 200).