Warehousing is India’s most resilient real estate bet in 2026.
India’s warehousing market performance snapshot by
@KnightFrank_IN:
• Total stock: 568 mn sq ft (Q1 2026).
• Q1 2026 leasing: Second highest ever despite global headwinds.
• Institutional investment: $17 Bn across 60 PE deals since 2011. REITs, InvITs, AIFs, and global SWFs/ Pensions funds are also participating.
• Key cities seeing healthy rent growth (Mumbai, NCR, Bengaluru leading).
• Dominant demand: 3PLs, followed by E-commerce, FMCG & Manufacturing.
This is a structural play. Rising consumption, ‘China 1’ manufacturing shift, e-commerce boom, and improving logistics infra are creating multi-year tailwinds.
For investors & developers, Grade-A warehousing is turning into a high-conviction, inflation hedged play with strong yield capital appreciation potential.
Via
@EconomicTimes