India Real Estate & REITs — Commercial Property Investment Guide
India's real estate market is in a multi-year upcycle driven by post-COVID return-to-office, data centre demand, warehousing growth, and rising luxury residential sales. REITs offer listed exposure to Grade-A commercial and retail properties with regular distributions.
Stocks in this theme · India real estate & developers
9 companies in this theme — showing top 9 by market cap.
| Symbol | Company | Price | Mkt Cap | ROE | P/E |
|---|---|---|---|---|---|
| DLF | DLF | ₹651.2 | ₹1,61,267 Cr | — | — |
| LODHA | Lodha Developers | ₹1,161 | ₹1,15,974 Cr | — | — |
| PHOENIXLTD | The Phoenix Mills | ₹2,055.55 | ₹73,583 Cr | — | — |
| PRESTIGE | Prestige Estates Projects | ₹1,662.2 | ₹71,361 Cr | — | — |
| OBEROIRLTY | Oberoi Realty | ₹1,851.35 | ₹67,074 Cr | — | — |
| GODREJPROP | Godrej Properties | ₹2,080.6 | ₹62,590 Cr | — | — |
| BRIGADE | Brigade Enterprises | ₹545.8 | ₹17,813 Cr | — | — |
| SOBHA | Sobha | ₹1,423.55 | ₹15,252 Cr | — | — |
| MAHLIFE | Mahindra Lifespace Developers | ₹374.15 | ₹7,981 Cr | — | — |
Research Coverage
- India REIT comparison: Embassy, Mindspace, Brookfield, Nexus
- Data centre real estate — listed plays and land banks
- Warehousing & logistics REIT pipeline
- Residential vs commercial cycle analysis
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Frequently Asked Questions
What are India REITs?
India has 4 listed REITs: Embassy Office Parks, Mindspace Business Parks, Brookfield India Real Estate, and Nexus Select Trust — each distributing rental income to unitholders.
Is Indian real estate a good investment in 2025?
The residential and commercial cycle is in an upcycle. Premium and luxury segments lead. REITs provide passive income with low entry barrier.