Private Equity in Indian Real Estate Drops, But Bigger Deals Take Center Stage

Private equity investments in Indian real estate continued to soften in FY25, reaching USD 3.7 billion—a 43% drop from FY21. ANAROCK Capital’s FLUX FY25 report reveals a strategic shift toward fewer, larger deals, with logistics and warehousing capturing nearly half of total investments. Notably, foreign capital surged, accounting for 84% of the year’s inflows, signaling growing global confidence in India’s long-term real estate potential.

PE Investments in Indian Real Estate Surge to $2.82 Billion in 9M FY25

Private equity investments in Indian real estate grew 6% year-on-year to $2.82 billion in 9M FY25, despite fewer deals. The industrial and logistics sector dominated with a 62% share, driven by major transactions like the $1.54 billion Reliance-ADIA/KKR deal.

Real Estate Dominates AIF Investments with Rs 75,468 Cr in H1 FY25

In H1 FY25, real estate led the AIF investment sector with INR 75,468 crore, reflecting a growing appetite for alternative investments. Real estate continues to benefit from tailored financing solutions, with Category II AIFs making up a significant portion of the total AIF commitments in India.

Industrial & Logistics Sector Dominates Private Equity Investments in H1 FY25: ANAROCK Capital Report

Private equity investments in India dropped by 4% in H1 FY25, primarily due to a significant decline in the office sector. However, the industrial and logistics sector surged, capturing 67% of total investments, driven by increased demand from manufacturing, e-commerce, and 3PL.

PE Investments into RE Register 26% Decline in 9M FY24

Share of top 10 deals was 87% of the total value of…