Understanding REITs & InvITs: Risks, Returns & Strategy

Описание: In this podcast, we are joined by Raj Mehta, Fund Manager at PPFAS, for a detailed and practical discussion on REITs and InvITs, two investment options that many investors are still trying to understand clearly. The conversation starts from the very basics, where we explain what REITs are, how they work, and the regulatory structure around them. We then move into important aspects like taxation, how to value REITs, what drives their growth, and the key risks you should be aware of before investing. The session also covers different types of REITs in India, SM REITs, and how you can invest in them directly or through mutual funds.

In the second half, the focus shifts to InvITs, where we break down how they function, what kind of assets they own, how they generate revenue, and how they are different from REITs. We also discuss valuation methods, growth potential, risks, and the current landscape of listed InvITs in India. Along with this, Raj shares PPFAS’s view on these instruments and where they fit in a portfolio. If you want to understand REITs and InvITs in a simple and structured way and learn how to evaluate them as an investment option, this video will give you a clear and practical framework.

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Disclaimer:
The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk.

Mutual Funds are subject to market risk, read all the scheme information carefully before investing. We are an AMFI registered mutual fund distributor - Truvanta Wealth - ARN - 306070.

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Timestamps:
00:00 Preview
01:04 Introduction
03:35 What is a REIT and How Does It Work
06:28 Regulatory Landscape Around REITs
10:23 REIT Taxation
15:45 Why Invest in REITs
17:05 Types of REITs in India
20:05 SM REITs
21:37 How to Value a REIT
25:10 What’s Driving Future Growth
28:08 Key Risks to Watch
30:35 Indian Listed REITs
31:35 Valuations and Total Returns of Listed REITs
35:30 Investing in REITs Through Mutual Funds
36:10 Risk of Negative Returns in Short Term REIT Investing
37:19 PPFAS View on REITs
38:54 What is an InvIT and How Does It Work
42:00 What Do InvITs Own
42:20 InvIT Regulations
43:00 How InvITs Earn Revenue
44:10 InvITs in India by the Numbers
45:50 Major Public InvITs in India
46:25 InvIT vs REIT Key Differences
49:00 How to Value an InvIT
52:18 InvIT Growth Massive Runway
53:28 InvIT Risks to Watch
53:40 Conclusion