Real Estate Trusted Fund – Stability, Growth, Trust

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Real Estate Funds Decoded – What Every Investor Should Know

• A Real Estate Trusted Fund pools investor capital into premium real estate

• Offers diversified exposure to commercial and residential projects

• Provides passive income through rentals and long-term capital appreciation

• Managed by experts, reducing risk and increasing return visibility

• Ideal for investors seeking real asset-backed growth with trust and transparency

India’s AIF Investment Route – A Game Changer in Real Estate

A Real Estate Trusted AIF is structured under SEBI's Category II regulations

Focuses on high-yielding, institutional-grade real estate assets

Minimum investment usually starts from 1 crore, aimed at ₹ HNIs and NRIs

Offers better control, asset-level returns, and exclusive access to deals

Ensures strong compliance, audited reporting, and investor transparency

Designed for long-term capital appreciation with lower volatility than equity markets

Key Benefits of Investing in Regulated Real Estate Funds

Portfolio diversification across location, project type, and timeline

Step-by-Step Guide to Investing in a Trusted AIF Fund

Select a Real Estate Trusted AIF with a solid investment thesis and market presence

Complete KYC and understand the minimum contribution requirements

Review the Private Placement Memorandum (PPM) and exit strategy

Ensure the AIF’s focus aligns with your wealth and risk profile

Analyze past IRRs and alignment of fund manager interests with investors

What to Look for Before Selecting

a Real Estate Investment Fund

1) A Real Estate Trusted Fund should have a clearly defined asset focus and tenure

2) Assess manager credibility, governance, and real estate experience

3) Understand return distribution: rental income, capital gains, or blended

4) Check if the fund is project-specific or part of a larger asset pool

5) Transparency in fees, reporting, and investor rights is a must

Trusted AIF Funds vs REITs –Which

One is Right for You?

I. A Real Estate Trusted AIF offers exclusive access to curated real estate deals

II. Unlike REITs, AIFs are not listed and offer higher return potential with a longer lock-in

III. Designed for investors seeking deeper involvement in asset-backed wealth creation

IV. Regulated by SEBI and audited periodically for risk management

V. Great for HNIs and institutions aiming to diversify outside traditional options

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