世邦魏理仕（CBRE）：2026变革时代下的资本配置：印度房地产行业四象限分析报告（英文版）（37页）.pdf

1、Deploying Capital in a Transformative EraCBRE RESEARCH MAY 2026INTELLIGENT INVESTMENTINDIA REPORT|REAL ESTATE THE FOUR-QUADRANT ANALYSIS2CBRE INDIA RESEARCH2026 CBREIntelligent InvestmentDeploying Capital in a Transformative Era:The Four-Quadrant Analysis The Indian real estate sector is navigating

2、a structural shift in capital allocation as it transitions into a more institutionalised credit era.This transformation is analysed in our report,Deploying Capital in a Transformative Era:The Four-Quadrant Analysis,launched in May 2026 at the second edition of the CII&CBRE BFSI Summit in Mumbai.Usin

3、g a four-quadrant framework private equity,public equity,private debt and public debtthe report dissects the financing dynamics within the countrys real estate segment.As the macroeconomic environment evolves,we examine how financial entities,including banks,NBFCs,PE funds,development platforms,and

4、AIFs,are strategically recalibrating real estate within their portfolios for sustained growth.Despite global economic uncertainty throughout much of 2025,institutional investors maintained confidence in the Indian real estate sector via diverse equity and debt channels.Equity investments remain focu

5、sed on strategic deployment,reflecting long-term bullish sentiment.This is supported by an all-time high investment quantum of USD 14.3 billion in 2025,followed by a record Q1 2026 with USD 5.1 billion in equity inflows.This surge is complemented by record REIT-led capital,which reached USD 3.8 bill

6、ion between 2024 and Q1 2026surpassing 202223 levels by 66%.The sector also continues to leverage debt financing to fund its growth trajectory.To meet the need for flexible structuring and rapid deployment,funding avenues have diversified from traditional debt to sophisticated,structured products.Su