All you need to know about real estate

Page 1

All You Need To Know About Real Estate Funds By AltSmart


Introduction ď‚— Over the years, real estate has been one of the most

popular investment asset class, especially from the longterm perspective, with real estate funds beginning to catch the investors’ eyes. As an asset class, real estate has always weathered the test of time, providing consistently good returns to long-term investors.  With the advent of alternative investment funds in India, real estate private equity (PE) funds have started emerging as a strong investment option. Investors until about a decade or two ago could invest in the real estate asset class only using the direct route.


 Over the past two decades, AIFs have provided an

alternative investment option to the various traditional investment methods. Similarly, real estate funds, as an AIF, now provide the investors with another indirect option of investing in the real estate asset class.  Hence, owing to real estate funds, investors can better diversify their real estate investment than ever before in India. Let’s now look at some of the most important things that you need to know about real estate funds, in case you are pursuing investing in them.


ď‚— The investment scene in Indian real estate sector has

undergone a sea change in the past two decades. Moreover, the government initiative of demonetization has changed the entire way in which the real estate sector operates, driving the sector towards becoming more organized than unorganized. ď‚— There are fixed charges such as maintenance, electricity, and other utility costs in case you are investing in real estate through the direct route. Moreover, the hassles of due diligence, stamp duties, and other legal processes just add to the woes.


 This is precisely the reason why many investors have started

looking towards the indirect investment route in the real estate sector through real estate funds. Given that you can now invest in real estate funds through the SIP route, it’s popularity is just going to increase. Real estate PE funds provide a great option for portfolio diversification in India.  These funds are a good mix of equity and debt investments in property. Moreover, as they are not linked directly to the stock market fluctuations ,their value doesn’t rise or drop based on stock market forces. In fact, their value gets affected only by events that relate to real estate fundamentals.


ď‚— This makes real estate PE funds a lucrative investment

option not only for portfolio diversification, but also for balancing of risks. This is simply because real estate funds spread your money across diverse real estate properties. This helps largely in balancing real estate risks effectively. ď‚— Moreover, the most important thing to note is that the fund treats each invested property as a totally different business center. This ensures that underperformance of one property investment does not impact other property investments.


 Moreover, initiatives such as ‘Houses For All’ coupled

with the Indian government’s emphasis on the infrastructure sector would boost real estate demand further in India.


For more information on Alternative investment options, click here! Thank You


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.