Own a Share of India's
Real Assets.
Access professionally managed real estate and infrastructure opportunities through REITs and InvITs designed to bring diversification, income potential, and long-term capital growth to your portfolio.
What are REITs & InvITs?
REITs (Real Estate Investment Trusts) allow investors to participate in income-generating real estate assets such as commercial buildings, office parks, shopping centres, and warehouses without directly owning or managing the properties.
InvITs (Infrastructure Investment Trusts) provide access to infrastructure assets such as roads, power transmission networks, pipelines, and other essential infrastructure projects.
Both structures allow investors to participate in large-scale real assets through professionally managed investment vehicles, offering an alternative to traditional equity and debt investments.
Why Invest in REITs & InvITs Through Caishen Capital?
- Access to Real Assets — Participate in professionally managed real estate and infrastructure portfolios
- Portfolio Diversification — Add an alternative asset class beyond traditional equity and debt
- Potential Regular Income — Benefit from distributions generated by underlying assets, subject to applicable regulations and asset performance
- Research-Backed Selection — Evaluate asset quality, portfolio composition, management, financial performance, and growth prospects
- Goal-Aligned Allocation — Recommendations based on your investment objectives, liquidity needs, and risk profile
- Dedicated Advisory — Personalised guidance backed by ongoing portfolio monitoring
REITs vs InvITs
| Invests In | Investment | Best Suited For |
|---|---|---|
|
REITs |
Commercial & income-generating real estate |
Real estate exposure + potential income |
|
InvITs |
Infrastructure assets & projects |
Infrastructure exposure + potential income |
|
Listed REITs |
Exchange-listed real estate portfolios |
Investors seeking listed market access |
|
Listed InvITs |
Exchange-listed infrastructure portfolios |
Investors seeking infrastructure exposure |
Key Benefits of REITs & InvITs
Diversification Beyond Traditional Assets
Gain exposure to real estate and infrastructure without directly purchasing physical assets.
Access to Large-Scale Opportunities
Participate in institutional-quality assets that may otherwise require significant capital to access directly.
Potential Income Generation
Underlying assets can generate cash flows that may be distributed to investors, subject to the structure, regulations, and performance of the investment.
Professional Management
Assets are managed by specialised teams with expertise in acquiring, operating, and managing real estate or infrastructure portfolios.
Long-Term Wealth Perspective
REITs and InvITs can complement a long-term wealth strategy when appropriately selected and allocated within a diversified portfolio.
How to Get Started
1
Book a consultation
2
Share your investment objectives and portfolio context
3
Understand suitable REIT & InvIT opportunities
5
Review and monitor your allocation with your advisor
4
Invest with a strategy aligned to your wealth goals
REITs & InvITs — FAQs
What is a REIT?
A REIT, or Real Estate Investment Trust, is an investment vehicle that owns or operates income-generating real estate assets. Investors can buy units of a REIT and participate in the economic performance of its underlying property portfolio.
What is an InvIT?
An InvIT, or Infrastructure Investment Trust, is an investment vehicle that provides access to infrastructure assets such as roads, power transmission, pipelines, and other infrastructure projects. Investors purchase units and participate in the cash flows generated by the underlying assets.
What is the difference between REITs and InvITs?
The primary difference is the underlying asset. REITs focus on real estate, while InvITs focus on infrastructure assets. Both can provide portfolio diversification and potential income through distributions, subject to asset performance and applicable regulations.
Do REITs and InvITs provide fixed returns?
No. Returns are not guaranteed. The value of units can fluctuate with market conditions, asset performance, interest rates, occupancy, leverage, and other factors. Distributions can also vary.
Can I invest in REITs and InvITs with a small amount?
Listed REITs and InvITs can generally be accessed through the stock market, making them more accessible than directly purchasing commercial real estate or infrastructure assets. The applicable minimum investment depends on the specific issue or market transaction.
How do REITs generate income for investors?
REITs generally generate income through rent and other income from their underlying real estate assets. A portion of the cash flows may be distributed to unit holders, subject to applicable regulations, expenses, and the financial performance of the trust.
How do InvITs generate income?
InvITs typically earn revenue from their underlying infrastructure assets through sources such as tolls, transmission charges, or other contracted or regulated cash flows. A portion of these cash flows may be distributed to investors, subject to applicable regulations and the performance of the assets.
Are REITs and InvITs suitable for every investor?
Not necessarily. Suitability depends on factors such as your investment objective, risk appetite, liquidity requirements, existing asset allocation, and investment horizon. At Caishen Capital, we evaluate these factors before recommending an allocation.
How does Caishen Capital select REITs & InvITs?
We evaluate the underlying assets, occupancy or operating performance, cash-flow visibility, management and sponsor quality, leverage, distribution history, valuation, liquidity, and growth prospects. The final recommendation is aligned with the client’s overall wealth strategy.
Can REITs & InvITs be part of an HNI/UHNI portfolio?
Yes. For suitable investors, REITs and InvITs can complement traditional equity, debt, and other alternative investments by providing exposure to real assets. The appropriate allocation depends on the individual’s overall portfolio and objectives.