News › Markets  ·  28 Aug 2026, 8:39 AM IST  ·  4 days ago

Why WhiteOak CIO Ramesh Mantri prefers REITs, InvITs over high dividend yield stocks

Bias: Neutral 0

In one line — While yield will be the primary driver of returns for this Fund, capital appreciation is also expected to play a significant role. REITs and InvITs are required to distribute at least 90% of their net distributable cash

Bearish
Bullish
−10000+100

Source: Economic Times · AI-summarised by Anadi · Updated 28 Aug 2026, 9:00 AM IST

What Happened

While yield will be the primary driver of returns for this Fund, capital appreciation is also expected to play a significant role. REITs and InvITs are required to distribute at least 90% of their net distributable cash flows to unitholders, so a large slice of the portfolio's return is contractual, rent- or toll-linked income rather than sentiment-driven.