GREIT09035 – Miscellaneous: indirect ownership of property: summary for single company REITs

This table summarises the treatment for different types of entity by reference to the various regime conditions and rules for a single company REIT. For Group REITs, see GREIT09030.

Entity holding propertyIncome & gainsProperty conditionsBalance of businessEntry Charge
Member of TCGA groupTaxableIgnoredValue of shares /dividends non ring-fence asset /incomeNot applicable
Company with JVLT notice in place (see GREIT13000)Arising from qualifying property are tax-exemptQualifying property countsLine-by-line consolidationMarket value of qualifying property
AUTs and other non-transparent entities*TaxableIgnoredValue of shares /dividends non ring-fence asset /incomeNot applicable
Transparent entities** owned by UK-REIT itselfArising from qualifying property are tax-exemptUnlikely to countValue of assets held by entity and income arising to entity countMarket value of qualifying property
Transparent entities** owned UK-REIT subsidiaryTaxableIgnoredProperty and income included in value of subsidiaryNot applicable


*includes companies that are not members of the TCGA group, such as OEICs

**including partnerships & overseas unit trusts – for more information on non-resident unit trusts, see GREIT09040.

For transparent entities, the tax-exempt income and gains arise to C (tax-exempt) and the Entry Charge arises to C (residual).

For a joint venture company with a JVLT notice in place, the Entry Charge is payable by the joint venture company.