Investment Trust Templates

Investment Trust Documents

Welcome to our comprehensive collection of investment trust documents. Whether you are a real estate investment trust (REIT) or a unit investment trust (UIT), our collection is designed to provide you with the necessary resources to navigate through the legal and financial complexities of the investment trust industry.

Investment trusts, also known as investment funds or collective investment schemes, are vehicles that pool together funds from various investors to make investments in a diversified portfolio of assets. They offer individuals and organizations the opportunity to participate in a professionally managed investment strategy, providing access to a wide range of assets and markets.

Our collection includes a variety of documents tailored specifically for investment trusts. For REITs, we offer comprehensive instructions for IRS Form 1120-REIT, the U.S. Income Tax Return for Real Estate Investment Trusts. This document provides guidance on how to properly report your income, expenses, and deductions to the Internal Revenue Service (IRS).

Additionally, if you are a REIT operating in Ohio, we have the Form 569 Surrender of Authority - Real Estate Investment Trust - Ohio. This form is used to notify the Ohio authorities of any changes or updates to your REIT structure, ensuring compliance with state regulations.

For corporate and REIT taxpayers, we have detailed instructions for IRS Form 965-B Corporate and Real Estate Investment Trust (REIT) Report of Net 965 Tax Liability and Electing REIT Report of 965 Amounts. This document will guide you through the reporting requirements and calculations related to the 965 tax liability and electing REIT amounts.

Lastly, for UITs registered under the Securities and Exchange Commission (SEC), we have SEC Form 649 (S-6) Registration Under 1933 Act of Securities of Unit Investment Trusts Registered on Form N-8b-2. This form allows you to register your UIT securities under the 1933 Act, ensuring compliance with SEC regulations.

Our investment trust document collection aims to provide you with a comprehensive resource to successfully navigate the legal and financial obligations of the investment trust industry. With our step-by-step instructions, you can efficiently complete the necessary forms, ensuring compliance with the relevant tax and regulatory authorities.

Explore our investment trust document collection today and empower yourself with the knowledge and resources you need to thrive in the dynamic field of investment trusts.




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This Form is used for reporting investor information for the Virginia Real Estate Investment Trust (REIT-3) in Virginia.

File this form if you are a corporation, trust, or an association electing to be treated as Real Estate Investment Trusts (REITs) in order to report your income, deductions, credits, penalties, as well as your income tax liability.

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