Niranjan Hiranandani's view of how different real estate asset classes will go through in this cycle?
A micro thread 🧵👇
A micro thread 🧵👇
1/ Residential housing: The finished products are going to sell best all across India.
Location remains the most important factor, others are pricing, sizing of the flats & amenities asked by the residents.
The last 2 have benefitted immensely due to the Work from Home Trend.
Location remains the most important factor, others are pricing, sizing of the flats & amenities asked by the residents.
The last 2 have benefitted immensely due to the Work from Home Trend.
2/ Commercial Projects are facing a big setback & should continue facing one for a year or two.
However, one who invests in them now will create High ROI long-term assets.
Tier 2 & 3 cities are seeing increased demand for commercial real estate: Mostly small & medium format.
However, one who invests in them now will create High ROI long-term assets.
Tier 2 & 3 cities are seeing increased demand for commercial real estate: Mostly small & medium format.
3/ Industrial & Warehousing demand has skyrocketed in recent times.
Data Centers: Again a high growth area, will be highly competitive by the next year (a lot of projects coming up)
Extremely capital intensive: 25x of a normal residential building of the same size.
Data Centers: Again a high growth area, will be highly competitive by the next year (a lot of projects coming up)
Extremely capital intensive: 25x of a normal residential building of the same size.
4/ Resort & Peripherals: This is going to be a major growth area going forward 1-2 yrs.
As the COVID scare recedes & people start coming out of their homes+ work from anywhere trend.
Lastly, A caveat: Wherever commercial picks up, residential dev will follow.
End of Thread.
As the COVID scare recedes & people start coming out of their homes+ work from anywhere trend.
Lastly, A caveat: Wherever commercial picks up, residential dev will follow.
End of Thread.
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