REITs and InvITs are listed trust structures governed by SEBI frameworks. Their units are market-linked and are not substitutes for insured bank deposits.
Comparison factors
- Underlying property or infrastructure assets
- Occupancy, contracts and operating cash flows
- Borrowing and refinancing exposure
- Market price, liquidity and concentration
- Distribution components and their tax treatment
How to use the comparison
Distributions can vary, unit prices can move, and tax treatment can differ by distribution component and investor circumstances.
Illustrative scenario
Illustrative scenario: review how a lower distribution, a price decline or refinancing cost would affect the same holding. The scenario is not a yield forecast.
Common interpretation errors
- Treating distributions as guaranteed
- Using a fixed portfolio percentage
- Ignoring leverage, concentration or distribution components
Next step
Read the current offer documents, disclosures and SEBI framework before assessing a listed trust.
Official references
This material is educational and does not provide a personal recommendation. Product rules, costs and tax treatment can change; verify the current official documents before acting.