Strata

Strata Strata is India's premier platform for commercial real estate investments.

Wishing you and your loved ones a joyful and prosperous Onam! May this beautiful festival bring happiness, harmony, abun...
26/08/2026

Wishing you and your loved ones a joyful and prosperous Onam!

May this beautiful festival bring happiness, harmony, abundance, and new beginnings into your lives.

As India marks its 80th Independence Day, we celebrate the freedom that has shaped our journey and the progress we conti...
15/08/2026

As India marks its 80th Independence Day, we celebrate the freedom that has shaped our journey and the progress we continue to make as a nation.

Today, we honour those who made this freedom possible and look ahead to all that we can build and achieve together.

Happy Independence Day 🇮🇳

Indian real estate recorded $2.3 billion in deal activity in Q2 2026, up 83% year on year and nearly tripling from the p...
07/08/2026

Indian real estate recorded $2.3 billion in deal activity in Q2 2026, up 83% year on year and nearly tripling from the previous quarter, according to Grant Thornton Bharat.
Deal volumes rose sharply as well, from 17 transactions in Q2 2025 to 39 in Q2 2026. The increase was not driven by a single transaction. Activity strengthened across M&A, private equity and public markets, although a handful of large PE transactions contributed significantly to the rise in overall deal value.

M&A activity reached a record high of 22 deals during the quarter, while private equity deal values rose 153% quarter on quarter. Commercial real estate was a major driver, with 12 deals worth nearly $1 billion, reflecting continued institutional interest in high-quality, income-generating assets.

Public markets showed similar strength. Two IPOs and two QIPs together raised $782 million in Q2 2026, following a subdued previous quarter. Bagmane Prime Office REIT accounted for $355 million of IPO activity, while Brookfield India Real Estate Trust raised approximately $280 million through a QIP.

What this reveals is a market where multiple forms of capital are moving in the same direction at the same time. Private equity, M&A and public market activity all accelerated during the quarter, providing a stronger signal of investor confidence than any single data point in isolation.

Residential development, meanwhile, saw a sharp pullback. Deal value in the segment fell 88% quarter on quarter to just $22 million, reinforcing a broader trend of institutional capital showing a stronger preference for commercial and income-generating real estate assets.

For investors, this points to where institutional conviction is currently building fastest and where competition for quality assets and transactions could intensify over the coming quarters.

India's office market leased 48 million square feet in the first half of 2026, just 2% below the all-time high recorded ...
23/07/2026

India's office market leased 48 million square feet in the first half of 2026, just 2% below the all-time high recorded a year earlier, making it the second-best half-year performance on record, according to Knight Frank India.

Global Capability Centres accounted for 20.6 million square feet of that total, representing 43% of all office leasing, the highest half-year share ever recorded.

This concentration is not incidental, since GCCs have steadily expanded their footprint in India over the past several years, drawn by talent depth, cost efficiency, and increasingly sophisticated operational capability across technology, engineering, financial services, and healthcare functions.
GCC leasing grew 8% year on year even as global economic uncertainty persisted through the period.

New office completions rose 35% year on year to 27.1 million square feet, taking India's total office stock beyond 1.05 billion square feet, and this is where the data becomes more telling.

Despite that surge in new supply, leasing continued to outpace it, pulling national vacancy down to 14.6% and supporting rental growth across all eight major markets.

Bengaluru remained the largest market at 14.1 million square feet, with more than 40% of all GCC demand concentrated there, while Mumbai posted its strongest-ever half year at 7.3 million square feet, up 33% year on year.

However, the composition beneath the headline number is shifting. Leasing by India-facing businesses rose 9% year on year to 9.5 million square feet, reflecting improving domestic confidence, while demand from third-party IT services firms fell sharply to 6.4 million square feet from 10.9 million square feet a year earlier, as companies continued workforce optimization and adjusted to AI-led changes in technology spending.

For lenders and investors, this points to a market where the demand base is changing even as the topline absorption number holds steady. GCCs and domestic occupiers are increasingly filling the space that slowing IT services demand has left behind.

"Real estate has always been the sector people fall back on for consistent, long-term growth," says Sudarshan Lodha, Co-...
09/07/2026

"Real estate has always been the sector people fall back on for consistent, long-term growth," says Sudarshan Lodha, Co-Founder and CEO, Strata.

Our CEO was recently featured on ET Now Swadesh's Startup Mantra, sharing his insights on India's evolving Commercial Real Estate landscape.

From the rise of REITs to the growth of India's major cities, CRE continues to open new avenues for long-term wealth creation.

At Strata, we're working to make this growth more accessible to investors, across asset classes like office spaces, hospitals, and industrial hubs.

Watch the video to hear Sudarshan's views on where the sector is headed by 2030.

View here - https://www.youtube.com/watch?v=Yxubyk56A0Y

To the fathers who make us feel safe, loved, and fearless.Happy Father’s Day. ❤️
21/06/2026

To the fathers who make us feel safe, loved, and fearless.

Happy Father’s Day. ❤️

India's private credit market recorded more than $12 billion of deal activity in 2025. Direct lenders are commanding yie...
03/06/2026

India's private credit market recorded more than $12 billion of deal activity in 2025.

Direct lenders are commanding yields between 14 and 22%. Those returns exist because there remains a gap between what traditional banks can finance and what growing companies need.

Private credit steps in when conventional lending frameworks do not fit a borrower's requirements. Real estate developers, infrastructure operators, manufacturers, and new-economy businesses are increasingly turning to private credit because bank financing can be unavailable, slow, or misaligned with their capital needs.

Global firms such as Apollo, Oaktree, Ares, and Blackstone are competing for large deals.

Domestic players are equally active, with 360 ONE recently closing a $400 million private credit fund. This capital inflow is not accidental.

It reflects the growing maturity of India's private credit market.

Institutional investors, family offices, and high-net-worth individuals are allocating more capital to the asset class as the market develops, regulatory clarity improves, and track records lengthen.

For borrowers, greater capital availability creates more options and better financing solutions. For lenders, increasing competition is likely to put pressure on spreads. The 14 to 22% yields available today may not persist indefinitely. As more capital enters the market and competition intensifies, returns are likely to normalize.

India's next real estate opportunity may not be defined by location alone.For decades, commercial real estate underwriti...
15/05/2026

India's next real estate opportunity may not be defined by location alone.

For decades, commercial real estate underwriting was built around familiar questions: where is the asset, who is the tenant, what is the rent, and how long is the lease?

Data centres are adding a new layer to that equation.

Here, location still matters. But so does power availability, cooling infrastructure, fibre connectivity, redundancy, uptime standards, and the ability to support high-density compute loads. This is what makes data centres different from traditional commercial assets.

They are real estate assets, but they behave more like infrastructure. They require large upfront capital, long development timelines, specialised operations, and strong counterparty commitments. The value is not only in the building, but in the ecosystem that supports continuous digital activity.

AI is accelerating this shift.

As compute demand rises, enterprises and hyperscalers will need capacity that is reliable, scalable, and power-secure. This creates a different financing requirement from conventional office or warehousing. Capital is not just funding built space. It is funding the digital backbone that allows businesses to operate, scale, and process data.

For investors and lenders, this changes the lens.

The question is no longer only whether an asset is leased. The question is whether the asset has the infrastructure depth to remain relevant over the long term. Does it have the power contracts, the cooling systems, the fibre routes, the operational discipline to support the workload for the next 15 to 20 years?

Data centres may still be a specialised segment today, but they are increasingly becoming part of the institutional real estate conversation.
Not because they look like real estate.

Because they combine real estate, infrastructure, technology, and long-term enterprise demand. At Strata, this is the kind of asset we are evaluating and financing.

India's commercial real estate market is entering a new era driven by structural scarcity rather than space abundance. O...
08/05/2026

India's commercial real estate market is entering a new era driven by structural scarcity rather than space abundance.

Over the past few quarters, one pattern is clear: vacancy is tightening, demand for quality office space remains resilient, and capital is repricing the investment thesis toward stable income and supply discipline.

Three structural forces are reshaping how we evaluate office assets.

First, occupier demand has shifted. Global Capability Centers, IT firms, BFSI occupiers, and flex operators are expanding across multiple locations, scaling wherever quality space and talent access are available. Pre-commitment trends show this is structural expansion, not cyclical.

Second, premium office supply is becoming selective. India's top office markets recorded vacancy of 13.85% in Q1 2026, down 191 bps year over year. New Grade A completions totaled 8.8 MSF in Q1, the lowest in seven quarters, while 61 MSF of premium supply is expected through 2026. Quality supply is being absorbed quickly despite developer discipline.

Third, capital is repricing scarcity as institutional-grade. Strong leasing, pre-commitments, resilient occupier fundamentals, and tight vacancies are drawing PE firms, REITs, and domestic capital toward stable office assets where cash flows are predictable and risk profiles have improved.

This compression is visible across key markets. Bengaluru operates at sub-8% vacancy, while Hyderabad led rental growth at 12% year over year in Q1 2026, followed by Delhi NCR at 10%. Chennai and Mumbai recorded 6% growth each.

For lenders and investors, this changes the investment case. It is no longer centered on growth alone but on scarcity, income durability, and identifying Grade A+ assets at the intersection of tight supply, strong occupier demand, and institutional capital flows.

The opportunity is shifting from betting on supply abundance to financing assets that benefit from structural undersupply.

Wishing everyone a joyful and prosperous Baisakhi, Bihu, Vishu, Puthandu & Poila Baisakh.
14/04/2026

Wishing everyone a joyful and prosperous Baisakhi, Bihu, Vishu, Puthandu & Poila Baisakh.

Address

6, Museum Road, Ashok Nagar
Bangalore
560001

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Website

Alerts

Be the first to know and let us send you an email when Strata posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category