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    Varun Agrawal
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    This document summarizes key aspects of real estate as an asset class for security analysis and portfolio management. It discusses real estate as a lucrative long-term investment that can increase income through renting property and acts as an inflation hedge. It also notes the financial, liquidity, management, and legislative risks involved. The document outlines potential returns through capital gains and income and notes real estate's illiquid nature. It provides details on tax benefits under sections 80C and 24 for real estate investment in India.

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    This document summarizes key aspects of real estate as an asset class for security analysis and portfolio management. It discusses real estate as a lucrative long-term investment that can increase income through renting property and acts as an inflation hedge. It also notes the financial, liquidity, management, and legislative risks involved. The document outlines potential returns through capital gains and income and notes real estate's illiquid nature. It provides details on tax benefits under sections 80C and 24 for real estate investment in India.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    14 views8 pages

    SAPM

    Uploaded by

    Varun Agrawal
    This document summarizes key aspects of real estate as an asset class for security analysis and portfolio management. It discusses real estate as a lucrative long-term investment that can increase income through renting property and acts as an inflation hedge. It also notes the financial, liquidity, management, and legislative risks involved. The document outlines potential returns through capital gains and income and notes real estate's illiquid nature. It provides details on tax benefits under sections 80C and 24 for real estate investment in India.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 8

    SECURITY ANALYSIS

    & PORTFOLIO
    MANAGEMENT
    ASSET CLASS:
    REAL ESTATE
    Team Members:
    06- Shrishti Nyati
    19- Varun Agrawal
    33- Yash Talukdar
    46- Vaibhav Kulkarni
    50- Himanshu Pate
    61- Mahesh Jaybhaye
    INTRODUCTION

    • Lucrative Investment

    • Long-term payable

    • Investment strategy

    • Increase income source via renting a property

    • Considered good inflation hedge

    • REIGs and REITs


    RISK

    Financial Risk Liquidity Risk Management Risk Legislative Risk


    RETURN

    Capital
    Gain
    Income
    LIQUIDITY

    Considered as an illiquid asset class

    Prevalence of Private Markets in Real Estate

    Complex Transaction Procedure & Funding

    Mars is a cold place. It’s full of iron oxide dust

    TIME FRAME: More than 5 years.


    TAX BENEFIT

    SECTION 80C SECTION 24


    Upto 1.5 Lakhs. Exemption of interest on
    borrowed capital. Upto 2 lakhs.

    CAPITAL GAIN DEPRECIATION


    30 percent of your rental income Tax deductions can get claimed
    gets taxed in India under the for the renovation expenditures
    head income from dwelling and the depreciated purchase
    property. price.
    BOTTOM LINE

    Traditionally
    There are many ways
    considered sound It can be risky
    to invest in real estate
    investment.
    THANK
    YOU!

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