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EP-147 #ASKMONEYPURSE
Takeaway
REITs beat direct real estate on yields, listed real estate has multi-bagger potential, and arbitrage-to-equity STPs work well for high-tax-bracket investors.
Summary
- Real estate: Mumbai/Delhi-based listed real estate companies could deliver multi-bagger returns over next 4-5 years as the cycle spreads across country.
- Paytm investment flagged as very very risky; advised to ignore at IPO price levels around ₹85-87.
- On Suryoday Small Finance Bank holdings: cautious—small finance banks face challenges, hold with caution over 10-15 years.
- REITs preferred over direct real estate for 7% dividend yield + 10% capital appreciation vs 3.5% rental yield from direct business park investment.
- For 34-year-old in 30% tax bracket: arbitrage funds (7-8% return) plus STP into large-cap/small-cap funds is tax-efficient.
REITreal estateQ&A
Original description
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