Neutral impactOrders & Deals
Why WhiteOak CIO Ramesh Mantri prefers REITs, InvITs over high dividend yield stocks
Economic Times 2d ago·28 Aug 2026, 3:09 am
WhiteOak Capital's CIO, Ramesh Mantri, is steering the fund's strategy towards Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) rather than high-dividend stocks. This shift is driven by the unique structure of these trusts, which are legally required to distribute at least 90% of their distributable cash flows to unitholders. This contractual obligation provides investors with a predictable stream of income, often linked to rental or toll revenues, which is less dependent on market sentiment compared to traditional dividend-paying companies.
For investors, this approach offers a blend of stability and growth. The high distribution requirement ensures a significant portion of returns comes from regular cash flows, while the underlying assets can appreciate over time. This makes REITs and InvITs an attractive option for those seeking consistent income alongside the potential for capital appreciation. The strategy highlights the importance of looking beyond just dividend yields to understand the underlying cash generation of an investment.
Key takeaways
- Category: Orders & Deals.
Why it matters
A routine update. Use the price and stock snapshot to gauge how the market is responding.
