INREV Guidelines

Improve your understanding of fund valuation and reporting with this online course

The INREV Management Board has approved the Code of Tax Conduct as a new best practice module in the INREV Guidelines from January 2021.

In early 2020 we launched the Total Global Expense Ratio (TGER) to globally harmonise the approach for measuring the total fees and costs of real estate investment vehicles.

TGER has now become a required element of the Fee and Expense Metrics module of the INREV Guidelines. TGER disclosures are required for reporting periods ending on or after 31 December 2020. 

At the end of the Fee and Expense Metrics module you can find a Q&A section that answers many of the frequently asked questions. 

We've recently released a Q&A to clarify the reporting periods for TGER reporting and whether TER can still be presented

Overall compliance of INREV reporting guidelines has reached a record high of 85%

INREV and AREF have today launched a joint industry-wide consultation paper aimed at accelerating the debate on open end fund pricing policies. The consultation paper, entitled Open End Fund Pricing, will lead to greater consistency and clarity on pricing policies in the longer term. The accompanying study looks in detail at the main pricing methodologies generally used by market participants and also introduces an alternative pricing model, which blends the best of the existing models. 

11 October 2017, Amsterdam – Usage of the INREV Guidelines rose to 96% in 2017, according to the association’s recent Member Satisfaction Survey.