Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) have quietly strengthened their place in mutual fund portfolios.
Over the past 1 year, mutual fund exposure to them has jumped 56%, from about Rs 20,000 crore to over Rs 31,000 crore.
With REITs now granted equity status from January 2026 and SEBI's February 2026 reclassification opening up InvIT investments, there's a lot going on for this asset class.
So, which are the most promising REITs and InvITs right now?
In this video, we do a deep dive into every listed REIT and InvIT, analysing them using a 4-tier framework: their portfolios, financials, distributions, and valuations.
We also dig into their occupancy rates, WALE, net operating income, net debt, NDCF growth, distribution growth, and price-to-NAV.
If you’re looking to invest in the best REITs and InvITs, this video is a must watch!
Chapters:
00:00 - Why REITs & InvITs are gaining ground 02:02 - Your current REIT/InvIT options 03:40 - Part 1: Portfolios 07:30 - Part 2: Financial metrics 11:00 - Part 3: Distributions 12:30 - Part 4: Valuations 13:40 - Conclusion
