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My Blogs


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


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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