Offer document and listing
An InvIT listing or REIT listing is a public offer or a private placement, depending on the route. We cover:
Offer document drafting: the draft offer document or placement memorandum, including risk factors, valuation reports, asset disclosures, and related-party and conflict-of-interest disclosures.
Legal due diligence: title, approvals, concessions and litigation across the SPVs and underlying assets.
Valuation and independent reports: coordination with registered valuers and the auditors.
SEBI and exchange process: filing, observations, the final offer document and the exchange listing.
Issue documents: the trust deed, investment management agreement, project management agreements and the underwriting and allotment arrangements.
Our IPO and listing team supports this work, so if you are considering a conventional IPO as an alternative, we compare the routes. See our IPO, Listing & Debt Capital Markets hub.
Frequently asked questions
How long does it take to set up Listing?
The timeline depends on the product, how ready your documents and information are, and the regulator’s review. We give a realistic estimate in the proposal and update it as the work progresses.
Do you guarantee regulatory approval?
No adviser can. Approval rests with the regulator. What we do is prepare your structure, documents and filings to the standard the process demands and manage the process closely.
Can we engage you for only one stage of the work?
Both are possible. Most clients engage us across structuring, documentation, regulatory execution and launch readiness, but you can engage us for a specific stage.
Do you support us after launch?
Yes. Our Launch Readiness workstream and post-incorporation support help you onboard investors and meet your ongoing obligations.
How do I get started?
Share a short brief about your fund or offering. We will revert to discuss scope and next steps.
Related REITs options
- Trust type REIT (real estate) Real estate investment trusts.
- From structuring to governance Structuring Assets, SPV structure, sponsor and manager roles.
- From structuring to governance Registration and public offer Trust, SPV and SEBI registration.
- From structuring to governance Listing Offer document and exchange listing.
- From structuring to governance Ongoing governance Distribution, disclosure and unitholder governance.
- More options Structuring Assets, SPV structure, sponsor and manager roles.
Speak to Finleaf
Planning a fund, a PMS or a listing? Let’s structure it properly from the start.