A practical way to measure the strength of a vehicle’s governance regime by quantifying its level of compliance with the INREV Corporate Governance Guidelines, throughout your vehicle's life cycle.
A checklist that summarises the disclosure requirements for annual and interim reporting that need to be fulfilled to state compliance with the Reporting module.
A necessary prerequisite to claim full compliance with the Reporting module, including separately scored mandatory sustainability reporting requirements and best practice guidelines.
Increase comparability of valuation across countries, including fund documentation, appointment of an external valuer, process of valuations and valuation reporting.
Disclose liquidity rights, including fund documentation and reporting, issues of vehicle equity, vehicle life extensions and winding up, redemptions and secondary market transfers.
Reflect a more accurate economic value of investments, including INREV NAV calculation, disclosure and fund documentation to evaluate a vehicle's level of compliance with the INREV NAV module.
Clarify the calculation and disclosure of the INREV fee and expense metrics: The Total Global Expense Ratio (“TGER”) and the Real Estate Expense Ratio (“REER”), and also includes the framework and disclosure requirements.
P.S. There are two assessments - one referencing TER and a second referencing TGER.
A checklist of tax-related best practices designed to be applied across the lifecycle of a real estate investment vehicle.