What are REITs? 5 Steps to analyse and invest in REITs? REIT investing for beginners

Real Estate Investment Trusts (REITs) are a unique and compelling investment option that offer a distinct advantage over traditional real estate investments. In this video, we take you on a journey through Real Estate Investment Trusts (REITs). We cover everything you need to know, from understanding the basics of REITs to why they're an essential part of your investment portfolio. Discover how investing in REITs can be easier and more accessible than traditional real estate. Plus, we'll guide you through the step-by-step process of analyzing a REIT, ensuring you make informed investment decisions.

Time Stamps
00:00 Introduction
01:03 What are REITs?
02:02 Why do we invest in Real Estate/REIT?
03:10 Why investing in REITs is easier than Real Estate?
03:54 How to analyze a REIT fund?
04:48 Step 1 - Evaluate the Portfolio
06:38 Step 2 - Evaluate the Financials
08:00 Step 3 - Evaluate the Debt Position
09:34 Step 4 - Occupancy & Tenant Lease Arrangements
11:04 Step 5 - Valuation of the REITs
13:30 Bonus Information
14:11 Conclusion

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[roamroverventures]

00:00 REITs allow investors to diversify their portfolio with real estate investments with a minimum investment of 5, 000 rupees.
02:11 REITs offer benefits of capital appreciation and rental income
04:00 Analyzing a REIT portfolio is similar to analyzing a debt mutual fund portfolio.
05:55 Analyze rental income stability and geographic spread
07:47 Evaluate the debt position of the REIT by analyzing interest coverage ratio, weighted average cost of debt, and weighted average maturity of debt.
09:46 Understanding occupancy rate, lease agreements, tenant retention, and valuation is crucial in analyzing and investing in REITs.
11:44 Analyze REITs by comparing NAV, Price-to-Book value, Dividend yield, and price movement of NAV.
13:29 Evaluate REITs based on portfolio, financial strength, debt position, occupancy, and valuation.

[ABHINAVSINGH-jyjz]

fantastic explanations always ....makes our life easier

[shrikantwagawad]

Please add all information and process about Security Lending and Borrowing Mechanism in Varsity Study Module

[latishpujari]

Hi, Nice informative video. However, can we also get a video on the taxation of interest and dividend income.

[nagarajubandi]

Very nice information. Thank you so much sir. I am very long term investor want to invest in reit please advice

[gfqu]

What's the 12th module gonna be about?

[Santawithwings]

Could someone please explain how REITs with such high PE ratios can have dividend yields that are greater than their earnings yields (derived from their E/P ratios)? Or is there something that I am missing?

[vrk]

Can you please make a video on whether to invest in Silver as part of investment diversification?

[abdul]

You could have suggested to get a notebook at start.

[Nukie]

@zerodhaVaristy : Do a video on taxation amendments from FY 24 for the REITS/INVITS

[adityakonapur]

For the brookfield REIT I did not see any dividends whatso ever

[tappude]

Every REIT is going down
When will it stop

[apoorvgupta]

can we invest in REIT through Kite / Coin ?