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My Blogs


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
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