India Office REIT Monthly Tracker - October 2026
Record 9M leasing (66.4 msf) and a regulatory re-rating, index inclusion, a ₹120bn KRT OFS, India’s first bank-financed REIT, reinforce the...
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Embassy Office: Steady Q1FY27; GCC Leasing, and Hotel Ramp Up Keep the Double-Digit DPU Story Intact
Embassy REIT's steady Q1 FY27 led by 17% revenue and NOI growth, 9% DPU. GCC/AI leasing, contracted escalations underpin reaffirmed double-digit...
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India Office REITs: Structural Demand Meets a Regulatory Inflection Point
India's office market booming in H1 2026 with GCCs driving demand; listed REITs offer cleanest way to capitalize on strength.
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The $110-Billion GCC Gold Rush: Why Embassy REIT Is the Ultimate Asian Equity Alpha Play
Embassy REIT is the apex vehicle for India's $110 billion GCC boom, securing a record 6.4 million square feet of leasing at exceptional re-leasing...
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The Rate Hike and Capital Flow: 5 Conviction Trades in Asian Real Estate
We analyzed the impact of rate hike to Asia real estate, with recent capital flow and underlying drivers. We recommended SHORT NWD, LINK, and LONG...
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