NBFC Crisis – Real Estate on Tenterhooks!

Shobhit Agarwal, MD & CEO – ANAROCK Capital It may be true that ‘when the going gets tough, the tough gets going,’ but this doesn’t hold true for the Indian real estate sector currently. The ongoing NBFC crisis post IL&FS default has made things even more difficult for developers. Post the banking system’s freeze on […]

India REITs – Realty Gold Over Stock Market Blues?

The pros, cons and ho-hums about Indian REITs as they stand now Shobhit Agarwal, MD & CEO – ANAROCK Capital REITs are finally happening in India, and that’s good news. While real estate as an asset class has always attracted both small and big investors, other investment instruments – gold, stock markets, fixed deposits, mutual […]

RBI’s Move To Increase Credit Flow To NFBCs And HFCs

With the RBI’s move to increase credit flow to NFBCs and HFCs, the RBI has now made a proactive attempt to boost credit flows to NBFCs and it is a positive move per se. Banks are already grappling with the problem of NPA, and have consciously reduced their exposure towards real estate. The current IL&FS […]

Indian Real Estate After RERA – Collaborate, Consolidate Or Exit

Shobhit Agarwal, MD & CEO – ANAROCK Capital DeMo, RERA and GST struck at the very heart of the previously unregulated practices prevalent in the Indian real estate. RERA, in particular, has been responsible for smaller and often unscrupulous developers taking a major hit not only in terms of existing business but future business viability. […]

REITs – Serving Small Bites of the Large Real Estate Pie

Shobhit Agarwal, MD & CEO – ANAROCK Capital India is waiting with bated breath for the first listings on its home-grown Real Estate Investment Trusts (REITs). In fact, the first listing will happen within a couple months. REITs are good news for investors who have a small appetite – as small as Rs 2 lakh – and […]

Indian Hospitality – Recovery Or Growth Track?

Shobhit Agarwal, MD & CEO – ANAROCK Capital The Indian hospitality sector stands as the chief beneficiary of India’s burgeoning travel and tourism industry. According to WTTC Economic Impact report of 2018, the travel and tourism sector’s total contribution to India’s GDP in 2017 was US$ 234 billion and is expected to touch US$ 492 […]

Distressed Real Estate – Invest or Avoid?

Shobhit Agarwal, MD & CEO – ANAROCK Capital The aftershocks of multiple disruptive policy reforms and structural changes continue to ripple through the Indian real estate sector. While its visible transformation from unorganized to organized and opacity to transparency are indubitably positive, we cannot help but count the fatalities of this process. Many real estate […]

Indian Real Estate’s IPO Revival

Shobhit Agarwal, MD & CEO – ANAROCK Capital A decade ago (in 2007-08), prior to the global financial crisis hitting D-street, the Indian initial public offerings (IPO) market gave a stellar show with overall ₹41,300 crore funds raised, making India the 5th largest market in volume and 7th largest in value terms. Then the capital […]

A Closer Look at Distressed Property Auctions

Shobhit Agarwal, MD & CEO – ANAROCK Capital We often hear of banks auctioning off seized distressed properties, and how such properties can be lucrative investments as they come at very attractive prices. Studying the market of distressed properties is not very easy, but there are some areas of predictability. The ‘supply’ of distressed properties […]

Returning FDI Equity Scripting India’s Real Estate Revival?

Shobhit Agarwal, MD & CEO – ANAROCK Capital As India rises to greater prominence on the world map, global corporates are more eager than ever to participate in the country’s growth story. A GDP growth rate of 7% plus, a population base of over 1.2 billion and an urbanization rate northward of 30% are irresistible […]