国家发改委发文！事关基础设施REITs

Core Viewpoint - The National Development and Reform Commission (NDRC) has issued a notice to enhance the regular application and recommendation process for Real Estate Investment Trusts (REITs) in the infrastructure sector, aiming to promote new asset types and support private investment projects [1][2]. Group 1: Promotion of New Asset Types - The notice emphasizes the active promotion of new asset types for REITs, including exploring issuance paths for projects like railways, ports, ultra-high voltage transmission, communication towers, market-oriented rental housing, cultural tourism, specialized markets, and elderly care facilities [3][4]. - It encourages the submission of high-quality infrastructure projects that align with national strategies and policies, prioritizing those that can significantly contribute to the expansion of the REITs market [3]. Group 2: Support for Private Investment - The NDRC calls for provincial development and reform departments to establish a specialized coordination service mechanism for private investment projects, facilitating compliance and accelerating the resolution of issues during project cultivation [3][4]. - The initiative aims to increase the number of eligible private investment projects that can be issued and listed as REITs [3]. Group 3: Capital Operation Platform - The notice outlines the support for expanding the asset range for newly acquired projects through existing listed infrastructure REITs, allowing for the integration of similar and related projects across regions [4]. - It highlights the importance of maximizing the scale of net recovery funds from projects, with a focus on those with a higher proportion of net recovery funds to total fund issuance, which will be prioritized for recommendation [4].