Category: P9
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C&I Green Open Access-play: The next big investment destination for infra funds?
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C&I market significantly untapped – accounts for just 6% of the total renewable power purchases Captive open access the most preferred route – i.e. procuring power for captive consumption from private renewable players using govt. transmission facilities. C&I consumer perspective – low investment, significant cost savings,
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Smart meters: The basic infrastructure for a green future
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Smart meters are essentially a data play – offering unprecedented data that can be used to bring online more green energy, curb electricity loses and reduce costs for consumers The sector has immense depth – USD 30 bn over just the next 2-3 years….
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SEBI is slowly re-defining InvITs: What’s at risk for the product and its institutional audience?
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Strong minority unitholder protections introduced – for both public and private InvITs Private InvITs originally designed to attract large institutional capital – light touch re- gulations allowed flexibility to parties to manage their arrangements…
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Investing into Infrastructure Holding Companies: What if you become a core investment company?
Infrastructure companies are mandated to execute concessions through SPVs, which often results in qualification of the holding company as a core investment company (CIC)CIC risk is often avoided by structuring EPC and O&M revenues through the hol- ding company and swelling …
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Budget 2023: Impact on InvITs
Distributions out of repayment of debt principal could now be taxed as ‘other income’ – at odds with global standards Distributions out of debt repayments through redemption of units not treated as ‘income’, but reduce cost of acquisition – InvIT / REIT Regulations do not permit redemption of units…
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EduInfra – Emergence of a new asset class
EduInfra offers a promising 10 – 11% entry cap rate for annuity investors with rental escalations in the region of 3 – 5% Infrastructure classification allows for tax optimal exit through InvITs Seller awareness needed – operators slowly moving towards asset light models; depth, but potential…
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Listed or Unlisted InvITs – Which way to go?
Tracking evolution of InvITs – resurgence and success Debate between private listed and unlisted InvITs – which way to go? Unlisted InvITs remain attractive for investors seeking tax optimal returns and deregulated landscape…