RBSA Advisors We are a Registered Valuer Entity, a Recognized Insolvency Professional Entity and a SEBI registered Category I Merchant Banking Firm

Valuation of INVITs / REITs

Real Estate Infrastructure Trusts and Infrastructure Investment Trusts are increasingly becoming preferred mode for raising capital by developers of real estate/infrastructure assets.

As per SEBI Regulations, valuation of the underlying assets of REIT/ InvIT needs to be carried out by a person who is a Registered Valuer under the Companies Act, 2013.

SEBI InvIT Regulations require valuation of the underlying assets of the Trust under the following circumstances:
  • Tax Structuring – this can be initiated at Pre-term Sheet stage keeping Acquisition considerations such as historic risks, LBO, MBO, Earn-out structures, etc. and Exit Strategy in perspective
  • Prior to any issue of units (other than bonus issue) by publicly offered REIT/InvIT
  • At annual Intervals
  • At periodical intervals (usually semi-annual/quarterly)
  • Full valuation of the underlying projects (including their physical inspection)
  • Full valuation of the underlying projects (including their physical inspection)
  • Full valuation of the underlying projects (including their physical inspection)
  • Update valuation of the underlying projects

RBSA has a vast experience in Valuation of Real Estate assets such as:

Residential and Commercial Properties

Residential and Commercial Properties

Retail Spaces, Shopping Malls and Multiplexes
Retail Spaces, Shopping Malls
and Multiplexes
IT Parks

IT Parks

Hotel, Resort
Hotel, Resort, Service
Apartment and Hospitality
Property
Industrial Units

Industrial Units

Special Economic Zones

Special Economic Zones (SEZs)

Special-use property
Special-use property such as
golf resorts, health
spas, etc.

In Addition, RBSA also provides following services:

Feasibility Studies

Feasibility Studies

Highest & Best Use Studies

Highest & Best Use Studies

Opportunity Investment for
Opportunity Investment for
Existing Sites
Market Research & Analysis Construction Sites
Market Research & Analysis of
Potential Construction Sites
Sale & Purchase

Sale & Purchase

Lease & Rental

Lease & Rental

Business planning

Business planning exercises

Investment advice

Investment advice

Financial modeling
Financial modeling and project
structuring exercises

Team

Credentials

More Services

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