- Historically, investing in Real Estate Investment Trusts (REITs) has generated competitive and consistent returns.
- There is no minimum number of REITs required for investment, so you can start with one and then explore acquiring more.
As you may know, Infrastructure and Real Estate Trusts, known as REITs, have gained popularity in the country by allowing individuals to buy shares in commercial real estate portfolios and thereby secure profits from the rental of various types of properties.
Given this context, the option sounds quite attractive. However, you should be aware that investing in REITs requires significant judgment to obtain the benefits they offer. But it’s not as complicated as you might think; it’s a matter of getting proper advice. That’s why at Coldwell Banker México, we provide some tips to help you navigate this new territory without falling into pitfalls:
How to Invest?
Although major shareholders will have the highest earnings, this does not mean you cannot aspire to invest in REITs as they do. Follow these steps and your experience will be less daunting:
- Consider Your Finances and Goals: The first step is to calculate the capital you will invest in trusts and determine which ones you will choose. Remember, there are different types of properties, so be clear about your objectives as a shareholder.
- Choose the Institution for Investment: We recommend researching various Brokerage Houses or institutions that offer REITs. Investigate their offerings and associated costs to select the one that fits your needs and investment profile.
- Review the Trusts of Interest: Once you have a clear idea of your available capital, explore the available trusts and choose the one you would like to invest in. Just be sure to review the requirements of each one, as some may require you to have prior experience as an investor or a history with similar REITs.
- Submit Your Application to Become a Shareholder: This step can be done in person, over the phone, or online. Keep in mind that some institutions may require an interview or preliminary reviews before your first investment.
- Sign Your Contract: Whether or not you have to go through an interview or review process, it’s important to carefully read the contract when you sign it. Some details that should be included are how the REITs operate, the regularity of income delivery, the percentage of profits distributed, rights, obligations, and more.
- Acquire the CBFIs: Once your contract is signed, you will become a shareholder and need to obtain the corresponding Real Estate Trust Certificates (CBFIs). According to regulations, there is no minimum number of certificates, so you can start with just one and, as you observe progress, consider investing in more.
- Monitor Your Investment: Whether you acquire one or several CBFIs, it’s essential to dedicate time to track all aspects: income delivery dates, account statements, and reports, to ensure everything is functioning as you initially planned.
Now you know that investing in REITs can be a tool to help you achieve your financial goals. Historically, trusts have generated competitive returns based on high and consistent dividend income, as well as long-term capital appreciation. Additionally, their low correlation with other assets makes them an excellent portfolio diversifier.
So don’t hesitate to follow the advice we’ve shared to become a shareholder, reduce your financial risks, and secure a better future, which will be regulated and backed by the Mexican Stock Exchange (BMV).
TIPS de decoración para refrescar tu casa contra el calor
Fuentes de consulta:
https://blog.vivanuncios.com.mx/bienes-raices/que-es-fibra-inmobiliaria-y-como-invertir-en-una
http://tiempoeconomico.azc.uam.mx/wp-content/uploads/2018/07/34te2.pdf
https://wildentrepreneur.org/5-pasos-basicos-para-empezar-a-invertir-en-fibras