지난 18개월에 걸쳐 300여 참여자와 협의, 의견, 피드백 등을 거친 INREV 의 개정 가이드라인이 마침내 온라인 공개를 통해, 시행 준비가 완료 되었습니다. 기존 가이드 라인 구조를 완전히 재검토하여, 사용자 편리성, 이용의 용이성, 미래 시장변화에 대한 대응성을 높였습니다.

특히 기업 거버넌스, 유동성, 보고 등의 분야를 중심으로, 많은 실질적인 변화가 이루어졌습니다. 금법 새로운 업계 가이드라인으로 인하여, 투명성 및 성과분석이 개선되고, 투자가의 선택권이 늘어날 것입니다.

2014년 INREV 가이드라인은 다음과 같이 구성되어 있습니다;

• 7개 모듈 기업 거버넌스; 보고, 부동산감정평가(Property Valuation), INREV 순자산가치(NAV), 수수료 및 비용 측정치( Metrics),유동성, INREV 데이터 전달(Data Delivery)
• 7개 툴:준수 체크 리스트,기업 거버넌스 자체 평가툴, 펀드 운용사용 실사 설문지, 재간접펀드/ 멀티 매니저용 실사 설문지, 표준 비밀 유지 서약서, 채권 및 파생상품 공시 설명서(Disclosure), 표준데이터전달서(SDDS)
• 7개 사례:준수 의사 결정도( compliance decision tree),INREV 가이드라인 채택 수준 설명서, 지속가능성 보고 권고, 출자 요청및 자본 분표, INREV 순자산가치(NAV) 계산,수수료 및 비용 측정치(Metrics) 계산 및 제공, 사모 설명서(memorandum)의 구성

향후 계속적으로 개발이 진행됨에 따라, 필요시 적절한 곳에 모듈, 툴, 사례 등이 추가 될 것입니다.

연락처

INREV 가이드 라인에 관한 보다 자세한 내용은 Amélie Delaunay 에게 [email protected] 로 문의하시기 바랍니다.

ANREVはメンバーのサステイナビリティへの対応を援助することを目的とし、国際的な機関投資家協会であり、不動産ポートフォリオにおけるサステイナビリティパフォーマンスを扱う不動産協会であるGRESB（Global Real Estate Sustainability Benchmark）のパートナー協会となりました。

ANREVは「グローバルな不動産業界のサステイナビリティプラクティスを評価・改善することでシェアホルダーの価値向上及び保護に努める」とうたうGRESBのミッションをサポートします。

今年初めて、GRESBのサステイナビリティスコアとANREVメンバーのスコア及び結果を共有しました。ANREVメンバーの回答者はAPACの非上場不動産業界の回答者のうち81％を占めています。ANREVメンバーのスコアを切り離すことで、業界に対して、また一般的にそれらのスコアがどのような立ち位置にあるのかを知る機会となりました。

ANREV has undertaken a number of initiatives to raise awareness of the INREV Guidelines and encourage their adoption within the region since entering into a cooperation agreement with INREV, its sister organisation in Europe, in 2009. This study, undertaken by PricewaterhouseCoopers (“PwC”) for the first time this year, is a key part of ANREV’s programme to raise awareness.

We would like to extend our sincere thanks to all who shared their valuable time and expertise during this project. We trust that all participants received useful feedback from the exercise which will assist them in their ongoing investor relations. We look forward to meeting them again and discussing the revised INREV Guidelines which are expected to be issued in April 2014.

This document is for members only. Please login if you do not see the downloads below.

CONTACT 

For further information, please contact Alan Dalgleish at [email protected]

One of our goals is to promote professionalism and transparency within the non-listed real estate vehicles industry. To accomplish this, INREV has reviewed the INREV Guidelines to make sure they remain fit for purpose in today’s market.

This section presents the Revised INREV Guidelines 2014 (White Paper), explains the main differences and provides you with the opportunity to share your comments online. ANREV’s Professional Standards Committee encourages ANREV members to submit comments and feedback.

• The Revised INREV Guidelines 2014 (White paper) are available online, with a pdf available for download below (login required for both).

• The accompanying paper provides background information, highlights the main differences and explains the consultation process.

• The survey collects INREV Members’ views on the Revised Guidelines 2014.

CONTACT

If you have any questions about the Revised Guidelines 2014 (White Paper), the survey or the consultation process please contact [email protected]

The documents are for members only. Please log in if you cannot see the downloads below.

The Professional Standards Committee is pleased to present a round-up of activities and initiatives undertaken in first half of 2013 and an outline of plans for second half of 2013.

• A major focus for the committee in the first half of 2013 has been provision of Asia Pacific input to the INREV Guidelines Review. A white paper will be published on this topic in October.
• Technical Briefings have been held on FATCA and AIFMD, along with an NAV training session and a roundtable on IFRS 10.
• Coming up in the second half: publication of the ‘Review of Investors Reporting Trends; sustainability case studies; and a regulatory newsletter. Planning is underway for an inaugural foundation training course.