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India's warehousing and logistics real estate industry is undergoing a structural change, as the e-commerce industry is booming, the supply chain is being consolidated with the introduction of GST and the demand from manufacturing entities and 3PLs is growing. In this dynamic environment, institutional investors are shifting focus to specialist fund managers who have a good understanding of micro-markets, asset quality, and yield creation in the long-term. Among the leading

India’s growth narrative is no longer confined to a few large metros or a narrow set of industries. The economy is broadening across manufacturing, infrastructure, digital commerce, and domestic consumption, and that shift is creating a new real estate cycle with deeper and more diversified demand. India’s real GDP is estimated to grow 7.4% in FY 2025-26, according to the Ministry of Statistics and Programme Implementation, underscoring the scale of underlying economic moment

A few years ago, warehouses were rarely part of mainstream real estate conversations. Residential towers, office spaces, and luxury projects usually grab the attention. Warehousing was seen as the quieter side of the industry, important, but not particularly exciting. That perception has changed dramatically. Today, warehousing sits at the center of India’s economic growth story. From e-commerce deliveries to manufacturing supply chains, almost every major industry now depen

In a period marked by inflation concerns, geopolitical uncertainty, interest-rate volatility, and changing capital market dynamics, institutional investors are redefining how wealth is created and preserved. The focus has shifted from short-term market timing to building resilient, research-driven portfolios capable of generating sustainable long-term returns across economic cycles. Globally, institutional capital continues to expand despite market uncertainty. According to M