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My Insights, My Experiences


CREDAI NATCON 2026
It was a pleasure to be part of CREDAI NATCON 2026 in Kolkata and participate in an engaging discussion on “The IPO Question: What Does It Mean for Developers?” with Varun Gupta (Ashiana Housing), Deepak Goradia (Dosti Realty), Abhimanyu Bhattacharya (Khaitan & Co.), and Pinak Rudra Bhattacharyya (IIFL Capital). The session brought together perspectives from across the real estate and capital markets ecosystem, making for an insightful conversation on the opportunities, consi
14 hours ago1 min read


The Transformative Power of Creative Pursuits
For most of my career, I would have told you, without much hesitation, that the best use of my time was time spent working. There was always a deal to think about, a market to track, a decision that needed sharper thinking. Anything outside of that felt, if I am honest, a little indulgent. I do not think that way anymore, and I suspect a lot of people in demanding careers go through a similar evolution, even if they arrive at it from different directions. What changed for me
Jul 243 min read


25 years in Real Estate – What has changed, what remains constant
Twenty-five years is long enough that I sometimes have to pause and do the arithmetic to believe it myself. When I started out in real estate, the industry looked nothing like it does today – not in scale, not in sophistication, and certainly not in the way capital moved through it. And yet, as I reflect on the journey, what strikes me as much as the change is how much has stayed exactly the same. I think that tension between transformation and continuity is worth examining h
Jul 244 min read


Valuation Gap & Yield Reality – The Defining Challenge for Indian REITs
I was recently part of a panel discussion on the evolving REIT landscape in India, and I kept thinking of the confluence of regulatory change, new market entrants, and asset-level realities that is creating a moment of genuine reckoning for this asset class. Indian REITs have indeed come a long way. Market capitalisation has crossed Rs 1 lakh crore, distributions have been consistent, and investor confidence has held through a challenging rate cycle. That is a credible track
Jul 242 min read


GRI Funding Opportunities 2026
It was a pleasure to be part of GRI Funding Opportunities 2026 and discussing the Valuation Gap and Yield Reality - Defining the challenge for Indian REITs along with my co-panelists - Gaurav Puri, Chief Investment Officer, NCW Asset Management Mahaveer Jain, Director, India Ratings & Research Rahul Parikh, Head Treasury, Embassy REIT Rajeev Thakkar, Chief Investment Officer & Director, PPFAS Mutual Fund Ramesh Nair, MD & CEO, Mindspace Business Parks REIT Senthil Kumar, Head
Jul 111 min read


GenAI in Indian Real Estate – What the numbers are telling us
I recently read the EY-Parthenon and CREDAI report on Generative AI in Indian Real Estate, released in June. It is a well-researched piece of work, and I found myself pausing on several findings, not because they were surprising, but because they put precise numbers to something many of us in the industry have been sensing for a while. The central argument is one I agree with: GenAI is no longer a concept to be evaluated at some future point. It is already beginning to separa
Jul 12 min read
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