Summary - InvITs and REITs 2026

InvITs and REITs are emerging as key vehicles for channelling long-term capital into core infrastructure assets. Currently, there are 34 such SEBI-registered trusts (six REITs and 28 InvITs), with a combined AUM of over Rs 9 trillion.
SEBI’s progressive reforms, enhancing transparency, governance and market accessibility, have been instrumental in driving growth. Additionally, tailwinds such as accommodative monetary conditions and robust operating fundamentals have further strengthened the asset class.
Recent proposals such as enabling direct bank lending to REITs, dedicated REITs for Central Public Sector Enterprises and expanded investible options are likely to further deepen the market. The Union Budget 2026 has also proposed a partial credit enhancement framework and a dedicated infrastructure fund to unlock additional liquidity.
The ecosystem is witnessing a significant pivot toward sectoral diversification. Sectors such as warehousing, power transmission and renewable energy are gaining significant scale within InvIT portfolios. REITs, meanwhile, continue to benefit from resilient demand for premium office and retail assets across key urban centres.
Looking ahead, the outlook for InvITs and REITs remain positive, driven by increased institutional allocations, deeper participation from domestic pension and insurance funds, sustained foreign inflows and growing retail awareness. The National Monetisation Pipeline 2.0 is expected to further catalyse capital mobilisation.

The mission of this conference is to discuss the key developments in the InvIT/REIT market, understand the impact of regulatory changes on various stakeholders, highlight specific issues and concerns, explore new asset classes for these instruments, and discuss the potential and way forward.