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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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