Investor Presentaiton
Demand Recovery has been Softened by the Second Wave
Brookfield
India Real Estate Trust
After a significant pick-up in enquiries last quarter, we are beginning to experience a
slowdown in decision making post the second-wave of COVID-19
KEY THEMES IN MEDIUM TERM RECOVERY
•
Relocation: from non-institutional to
institutional properties
Consolidation: from multiple locations into a
single large property
Expansion: pent-up space demand and real
estate plans for next 5 years of growth
NET ABSORPTION IN REIT MARKETS
(MSF)
15
Medium-term
Recovery
7 7
7
2
12
9
CY17 CY18 CY19 CY20 CY21 E CY22 E CY23 E
We expect absorption to pick-up upon significant progress in the vaccination roll-out, with
increased occupier preference towards institutionally managed properties
Source: CW Research.
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