PROPERTY- RESIDENTIAL & COMMERCIAL

JBIMS MFM TY

WEALTH MANAGEMENT
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 Tejas Adav 17-F-201
Himanshu Desai 17-F-218
Lavesh Dhotre 17-F-222

GROU Sanket Kadam 17-F-236

Manish Madhwani 17-F-248

P2 Suraj Morye
Sanket Naik
17-F-254
17-F-256
Swati Sathawane 17-F-357
Hitesh Sathawane 17-F-358
Ganesh Sawant 17-F-359
REAL ESTATE INVESTMENT OP
TIONS
Flats

House with land(Bungalow)

Commercial – Shops and Offices

Commercial/Industrial/Residential

Agricultural Industry
REAL ESTATE- DO’S & DON’TS
Future development potential of the location would
develop your ROI

Need a good local lawyer

Documentation should be clean

 ENTRY EXIT CRITERIA
INVESTMENT TAX
OPPORTUNITI RETURN TAX IMPACT - IMPACT -
ES ENTRY EXIT RANGE ENTRY TAX IMPACT - EXIT REG
NO STAMP DUTY, SOP
ST/LT CAPITAL GAINS INCOME -
RESIDENTIAL DIFFICU DIFFICU STAMP DUTY TAX, SAVING IN THE NIL FOR 2
- OWN USE LT LT 5 - 7% @ 5% SAME U/S 54, 54 EA HOUSES
NO STAMP DUTY, SOP
ST/LT CAPITAL GAINS INCOME -
RESIDENTIAL DIFFICU DIFFICU STAMP DUTY TAX, SAVING IN THE NIL FOR 2
- RENT LT LT 5 - 7% @ 5% SAME U/S 54, 54 EA HOUSES
NO STAMP DUTY,
COMMERCIA DIFFICU DIFFICU STAMP DUTY ST/LT CAPITAL GAINS FULLY
L - OWN USE LT LT 6-8 % @ 5% TAX TAXABLE
NO STAMP DUTY,
COMMERCIA DIFFICU DIFFICU STAMP DUTY ST/LT CAPITAL GAINS FULLY
L - RENT LT LT 6-8 % @ 5% TAX TAXABLE
REAL ESTATE INVESTMENT AD
VANTAGES
Hedge against inflation

Limited Financial Liability(limited partners)

No management concerns(REITs, mortgages)

RESIDENTIAL – WEALTH CREA
TION
Create real cashflows as early as possible

Current supply is enormous; Demand is catching

up

Invest in Real Estate before main financial liabilities

start coming in
COMMERCIAL – WEALTH CRE
ATION
Give higher returns

Supply is gradually catching up with Demand

Look at commercial space as an asset that will give

rental income

Consider it as a commodity to sell or purchase

Thank you