I have a vision India 2050- USD 20 trillion economy; hence all my themes will consider this vision
Let’s talk about REITs:
- With FD rates going below 6%; it will be a trend going forward
- A mature economy builds up in low interest environment
- The introduction of hybrid securities opens up Infrastructure funding with more diversified funding sources
- Investors can also benefit from them on Taxes, earn a yield which is more than FD rates and enjoy a capital appreciation
- For a country like India which requires immense investments in Infrastructure, there is great potential for these securities
- Fun fact:
- India loves Realestate
- The only thing that cannot increase further is land