Residential
Opportunities where location, demand, product positioning and execution come together.
- Location and micro-market demand
- Product positioning and pricing
- Development economics and execution
Investment Focus
Areas We Evaluate
A strong focus on Indian real estate and real assets, within a mandate flexible enough to consider other permissible opportunities.
Commercial
Occupier dynamics, asset quality and credible routes to value realisation.
- Occupier dynamics and location
- Asset quality and specification
- Capital needs and realisation routes
Plotted & Land-Led
Growth corridors, access, approvals and absorption, assessed together.
- Growth corridors and access
- Approvals and title position
- Absorption and product fit
Redevelopment
Existing assets repositioned or redeveloped to unlock underlying value.
- Underlying asset value
- Legal and technical feasibility
- Commercial and execution plan
Last-Mile & Near-Completion
Projects with visible value that need capital to move toward completion.
- Visible underlying value
- Cost to complete and timelines
- Protections and fundamentals
Warehousing & Logistics
Modern logistics infrastructure for an evolving supply-chain landscape.
- Connectivity and location
- Occupier demand profile
- Development economics
Data Centres & Digital Infrastructure
Specialist demand, capital intensity and execution, read with care.
- Specialist demand drivers
- Capital intensity and execution
- Commercial fundamentals
Hospitality
Where real estate meets operating performance and demand drivers.
- Location and demand drivers
- Development stage and operating model
- Underlying property proposition
Other Permitted Opportunities
Flexibility for opportunities that fit the mandate and philosophy.
- Fit with the Fund documents
- Regulatory framework
- Alignment with our philosophy
These are the areas we evaluate, not a list of current holdings. Every investment is made within the Fund mandate, the Fund documents and applicable regulations.