My Blogs

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

Delighted to be a Co-Chair at the GRI Warehousing, Logistics & Industrial Forum 2026, co-hosted with Khaitan & Co. on April 30, 2026 in Mumbai along with Alok Jain, Managing Director, Blackstone, Anupam Yadav, Director, Capital Markets, Panattoni, Manoj Tripathi, CEO, TCI - Transport Corporation of India, Rajat Garg, Head - Fund Management & Capital (India), ESR India, Siddhartha Roy, Chief Supply Chain Officer, Sugar Cosmetics and Deepak Jodhani, Partner | Corporate & Commer

How do you see M&A activity in Indian real estate over the next couple of quarters or the next year? Is the current momentum (around $2.9 billion in Q3) likely to continue or taper off? We see between $6 billion and $8 billion come in every year. I think this year, too, we'll be close to that number. What are the key trends within real estate M&A? Within real estate, at the moment, the most favourable sector is industrial and warehousing. And it will keep the momentum going i

I had the pleasure of addressing the prestigious CREDAI NATCON 2025 in Singapore and releasing a white paper on Indian REITs: A Gateway...