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REITs Investing: A Primer for New Entrants

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If you are interested in investing in the real estate sector, but do not have the time, money, or expertise to buy or manage properties yourself, you might want to consider REIT investing. REIT investing is a way of investing in real estate through companies that own, operate, or finance income-generating properties. REIT investing can offer you several benefits, such as regular income, capital appreciation, diversification, tax efficiency, and professional management. However, REIT investing also comes with some risks, such as market risk, liquidity risk, and regulatory risk. In this article, we will explain the basics of REIT investing, such as what REITs are, how they work, how to invest in them, and what to look for when choosing them.

 

REITs Investing : What are REITs?

 

REIT stands for Real Estate Investment Trust, which is a company that owns, operates, or finances income-generating real estate assets. REITs can invest in various types of properties, such as office buildings, shopping malls, apartments, hotels, warehouses, etc. REITs can also invest in real estate debt, such as mortgages or mortgage-backed securities. REITs are modeled after mutual funds, which pool the capital of many investors and invest it in a diversified portfolio of securities. Similarly, REITs allow investors to buy shares in a portfolio of real estate properties and earn dividends from the rental income or interest income generated by those properties.

 

REITs were introduced in the US in 1960 as a way to make real estate investment accessible and affordable to the general public. Since then, REITs have become popular in many countries around the world, including India. India launched its first REIT in 2019 and currently has three listed REITs, namely Embassy Office Parks REIT, Mindspace Business Parks REIT, and Brookfield India REIT1.

 

How do REITs work?

 

REITs work by raising capital from investors and using it to buy or finance real estate assets. REITs generate income from the rents or interest payments they receive from their properties or loans. REITs are required to distribute at least 90% of their taxable income as dividends to their shareholders. This means that investors can receive a steady stream of income from their REIT shares, which can be higher than the interest income from fixed deposits or bonds. REIT shares can also increase in value over time, as the underlying properties appreciate in value or the REIT acquires more assets. This means that investors can also benefit from the capital gains from their REIT shares, which can be higher than the returns from stocks or mutual funds.

 

REITs are exempt from corporate tax, as long as they distribute at least 90% of their income as dividends. This means that REITs do not have to pay any tax on their income, unlike other companies. This also means that investors do not have to pay any tax on the dividends received from REIT shares, unlike other dividends. However, investors may have to pay capital gains tax on the sale of REIT shares, depending on the holding period and the tax slab.

 

REITs are regulated by the Securities and Exchange Board of India (SEBI), which sets the rules and guidelines for their operation and performance. For instance, REITs have to follow certain criteria regarding the minimum asset size, minimum public float, minimum distribution, etc. REITs also have to comply with the accounting and reporting standards, which affect the valuation and transparency of REITs.

 

How to invest in REITs?

 

Investing in REITs is similar to investing in stocks or mutual funds. Investors can buy and sell REIT shares through a broker or an online platform. Investors can also invest in REIT mutual funds or ETFs, which are funds that invest in a basket of REITs, either directly or through other funds. Investors can also invest in REIT index funds or ETFs, which are funds that track the performance of a REIT index, such as Nifty Realty Index or S&P BSE Realty Index.

 

Before investing in REITs, investors should do their homework and research the following aspects of the REITs:

 

  • The quality and performance of the underlying properties, such as the location, occupancy, rent, maintenance, etc.
  • The financial health and governance of the REITs, such as the balance sheet, income statement, cash flow, debt, dividend, etc.
  • The growth prospects and competitive advantages of the REITs, such as the acquisition pipeline, expansion plans, market share, etc.
  • The valuation and returns of the REIT shares, such as the price, earnings, yield, NAV, etc.
  • The market conditions and trends of the real estate and stock sectors, such as the demand and supply, economic outlook, interest rates, regulations, etc.

 

Investors should also consider their risk appetite, investment horizon, and income goals before investing in REITs. REITs are suitable for investors who are looking for regular income and long-term capital appreciation from the real estate sector, but are also willing to bear the market risk, liquidity risk, and regulatory risk associated with REITs.

 


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