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H&R Real Estate Investment Trust T.HR.UN

Alternate Symbol(s):  HRUFF

H&R Real Estate Investment Trust is a Canada-based real estate investment trust. The Company owns, operates and develops residential and commercial properties across Canada and in the United States. The Company operates through the four segments: Residential, Industrial, Office and Retail. The Residential segment consists of approximately 24 residential properties in select markets in the United States and its portfolio comprises 8,166 residential rental units. The Industrial segment consists of 66 industrial properties in Canada and two properties in the United States comprising 8.7 million square feet. The Office segment consists of 17 properties in Canada and three properties in select markets in the United States, aggregating 5.5 million square feet. The Retail segment consists of 34 properties in Canada, which are single tenant properties as well as two single tenant retail properties and one multi-tenant retail property in the United States.


TSX:HR.UN - Post by User

Comment by TeamCommonSenseon Dec 19, 2024 9:03pm
62 Views
Post# 36371431

RE:Special distrubitun

RE:Special distrubitunAssuming they follow the precedent set with the previous two year-end special distributions (2022 and 2023) ... the entire special distribution amount will be characterized as Other Income and subject to tax at the highest rate (as opposed to Capital Gains which are taxed at half the highest rate applicable to any individual taxpayer) ... and ... this will be "offset" by increasing your holdings' ACB by the amount of the non-cash component.

So ponder the math for just a few minutes and you should realize that this is extremely tax inefficient when the holding is in a non-registered account. Because of that ... I liquidated our holding of HR.un in non-registered in early 2023 and rolled a similar amount into my RRSP.

"Fool me once shame on you .... fool me twice shame on me!"

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