🏭 Industrial & Logistics Saw No Deals This Half-Year — A Surprising Pause in India’s Real Estate Growth Story

Industrial & Logistics real estate saw zero PE deals in H1 FY26, a sharp drop from its 47% share last year. While investor interest remains strong, timing gaps and valuation resets have delayed closures. The pause could ripple into job markets and residential corridors near logistics hubs.

Allcargo Logistics Launches 1.5 Lakh sq. ft. Grade A Warehouse for Swedish Electrification Major in Bengaluru

Allcargo Logistics, a part of the Allcargo Group, has launched a new 1.5 lakh sq. ft. Grade A built-to-suit warehousing facility near Bengaluru for a leading Swedish electrification major, marking it as the client’s largest distribution center in India.

Mature InvITs to Drive AUM Past ₹8 Lakh Crore by FY27 Despite Rising Leverage

India’s InvITs are set to grow their AUM to over ₹8 lakh crore by FY27, led by mature trust acquisitions in the roads sector. Despite higher leverage, credit profiles remain strong due to regulatory guardrails and stable cash flows.

Welspun One Secures ₹2,300 Crore from NaBFID for JNPA Logistics Park Development

Welspun One Logistics Parks has secured ₹2,300 crore in construction financing from NaBFID for its flagship logistics project at JNPA SEZ, Navi Mumbai. Spanning 55 acres with a development potential of 3.6 million sq. ft., the park is set to transform India’s warehousing and supply chain landscape.

Robust Investments Bolster Warehousing & Logistics Sector in 2024

The Indian warehousing and logistics sector witnessed a remarkable investment surge in 2024, reaching USD 1.96 billion. Driven by quick commerce expansion and infrastructure growth, the sector also saw record absorption of 44.9 million sq. ft. Mumbai and Pune emerged as the biggest gainers, while NCR faced a significant decline.