Indian REITs and INVITs Investor’s  Perspective

Author(s)	Mr. Somil Asthana
Country	India
Abstract	This paper presents analytical insights on selected Indian Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (INVITs), employing basic statistical methods to examine investor expectations and potential portfolio outcomes. Utilizing historical market data and visual tools, the study evaluates price trends, trading activity, and distribution behavior to assess the performance characteristics of these instruments. The analysis indicates that long-term investments in REITs and INVITs can offer a dual benefit—regular dividend income and capital appreciation. Furthermore, reinvestment of dividend proceeds is shown to enhance portfolio returns by approximately 1.64% to 1.67%, underscoring the compounding advantages of such a strategy. These findings reinforce the utility of REITs and INVITs as viable vehicles for portfolio diversification through exposure to real estate and infrastructure-linked assets. The paper also investigates the feasibility of a “Dividend Capture” strategy, concluding that the strategy lacks reliability due to price adjustments around ex-dividend dates and the unpredictability of short-term price movements. Consequently, market-timing tactics may diminish actual income and are unlikely to deliver consistent risk-adjusted returns.
Keywords	REITs, INVITs, Dividend, Market Timing
Field	Sociology > Banking / Finance
Published In	Volume 7, Issue 4, July-August 2025
Published On	2025-07-06

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