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Total institutional investment: $4.33 billion — up 23% year-on-year
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Record total: H1 2026's $4.33B is the strongest first half on record, with growth holding steady despite global funding caution elsewhere.
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Record 54 transactions — highest deal count in India real estate history
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Broader participation: The record deal count signals capital spreading across more transactions rather than concentrating in a few mega-deals.
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Domestic capital share: 64% — all-time high (was just 2% in 2020)
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Structural shift: Domestic capital has gone from negligible to dominant in six years, reflecting maturing local institutional investors and REITs.
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Domestic PE funds + REITs: 72% of all domestic institutional capital
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Concentration of source: Nearly three-quarters of domestic capital now flows through professionally managed PE funds and listed REITs rather than direct corporate investment.
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Office sector investment: $2.3 billion — 54% of total volume, +34% YoY
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Office leads: Office remains the dominant asset class by capital, growing faster than the overall market and outpacing other sectors.
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Average deal size fell to $80M from $133M in H1 2025 — investors spreading risk
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Risk diversification: Smaller average ticket sizes alongside record deal volume suggest investors are deliberately spreading exposure across more assets.
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Non-core assets: 57% of total investment volume in H1 2026
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Beyond core: A majority of capital is now flowing into non-core assets, indicating investors are willing to take on more value-add and opportunistic risk for higher returns.
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Bengaluru + Chennai: 34% of all institutional capital flows
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South India anchors: Bengaluru and Chennai together account for over a third of all institutional inflows, reinforcing South India's lead as a destination for capital.
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Foreign investment share: 36% — down from 98% in 2020
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Mirror image: As domestic capital rose to dominance, foreign capital's share fell in lockstep — the flip side of the same six-year structural shift.
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Office rental yields: 7.8–8%, supporting strong investor returns
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Yield support: Healthy rental yields in the 7.8–8% range continue to underpin investor appetite for Indian office assets even as capital values rise.