Next-generation heirs often find ancestral land holdings in Tier-II, III, and IV towns difficult to oversee, especially given long-term annualized returns that linger around 6% to 8% after inflation and carrying costs. Long-held hard real estate frequently locks up significant capital and takes from six months to over a year to sell. To improve yield and flexibility, affluent investors are rotating into liquid instruments like REITs, structured real estate AIFs, and selective overseas gateway residences under the Liberalised Remittance Scheme.
Key points
Affluent families are categorizing assets into core stores of wealth, lifestyle propertie…: Affluent families are categorizing assets into core stores of wealth, lifestyle properties, and targeted investments to boost utility.
Investors are increasingly turning to real estate AIFs and dividend-yielding REITs to gai…: Investors are increasingly turning to real estate AIFs and dividend-yielding REITs to gain professional management and improved liquidity.
Succession planning is compelling wealth owners to streamline portfolios because heirs st…: Succession planning is compelling wealth owners to streamline portfolios because heirs struggle to administer scattered land parcels.
Sources checked by our analysis pipeline: 1
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