🎙️Colliers India says that, Looking ahead to 2026, Indian real estate is likely to be driven by investment, infrastructure development, and innovation, continuing its upward trajectory of expansion, institutionalization, and structural strengthening.

🎙️ JLL explained the 2026 market, let’s catch up it. Following a challenging year, the outlook for 2026 is more optimistic. Improving market fundamentals, including positive economic growth across most major markets, easing trade concerns, moderating inflation, and lower interest rates, will contribute to a more stable operating environment.

🎙️ Coffee Affairs 2.0, hosted by Rohit Sinha, offers insights into the real estate sector. New episodes are released every Sunday on Apple Podcasts and Spotify.

🎙️India’s office real estate market continued its growth in Q3 2025, driven by domestic and global firms expanding their operations. Leasing activity reached a record high of 19.9 million square feet, with technology, flexible space, and manufacturing sectors leading the demand. The market is expected to maintain its growth momentum through 2025, driven by resilient occupier demand and a shift towards quality assets.

🎙️Industrial and warehousing demand in India moderated in Q3 2025, with Delhi NCR, Chennai, and Mumbai leading the market. While 3PL firms dominated leasing, e-commerce firms saw significant growth, particularly in Bengaluru and Hyderabad. Despite robust demand, vacancy levels increased in some cities like Chennai and Pune due to supply additions.

🎙️India’s e-commerce market is booming, projected to reach Rs. 29,88,735 crore (US$ 345 billion) by 2030 with a 15% annual growth rate. The market is driven by increasing internet usage, especially in rural areas, and changing shopping habits. Government initiatives, foreign investments, and technological advancements like 5G and AI are further fueling this growth.

🎙️The 9th Global Infrastructure Initiative (GII) Summit in Dubai focused on accelerating progress towards future-ready infrastructure. The summit emphasized the need for collaboration and innovation across four pillars: energy transition, infratech and project delivery, talent and workforce, and net-zero infrastructure investing. Key themes included the importance of decarbonizing construction, achieving net-zero emissions, and ensuring the commercial viability of green infrastructure projects.

🎙️The summit focused on accelerating innovation in the infrastructure industry, emphasizing the need for construction firms and owner organizations to adopt new technologies. Key themes included clarifying the definition and purpose of digital twins, advancing technology adoption, prioritizing data validation, and developing systems to support AI use. Additionally, the industry needs a nuanced understanding of modularization’s benefits and must address challenges in talent, workforce, and supply chains amidst economic and geopolitical uncertainties.

🎙️Infrastructure leaders are prioritizing talent acquisition and retention, focusing on diversity and leveraging digital tools to enhance productivity. The evolving role of CEOs now includes managing carbon neutrality, technology investments, and stakeholder engagement. The energy transition presents significant investment opportunities, but navigating complexities like risk, collaboration, and regulatory frameworks is crucial for success.

Credits: McKinsey and Company | 9th GII Summit and other resources

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CHAPTERS

(00:00) Exploring Future-Ready Infrastructure: GII Summit Insights

(03:32) Key Strategies for Accelerating Global Infrastructure Development

(06:52) Decarbonizing Construction and Achieving Net-Zero Emissions

(12:03) Leveraging Digital Twins and AI for Infrastructure Innovation

(19:03) Addressing Labor Gaps and Fostering Diversity in Infrastructure

(24:45) Navigating Opportunities and Risks in Energy Transition Investments

(30:50) Stay Connected: Learn More and Protect Our Planet

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Streaming on ⁠⁠Spotify⁠⁠ and ⁠⁠Apple Podcasts⁠⁠

For general inquiries

Email: askrohit@coffeeaffairs.today

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To join the broadcast, please WhatsApp your name and nationality @91 81029 55877

🎙️By the end of 2029, an additional 39.3 million square feet of new retail space is projected, which will increase the total retail stock to over 128.5 million square feet. Of the total new supply expected by 2029, 28.7 million square feet is under construction, while the remaining 10.6 million square feet is in various stages of active planning.

🎙️In 2028, a substantial amount of new retail space is expected, as per current delivery timelines. With 12.3 million square feet expected across 18 developments, this significant supply influx will include several large-sized assets, each spanning at least a million square feet.

🎙️Overall, Delhi NCR is anticipated to dominate the upcoming retail supply with a 40% share. Nearly 16 million square feet is expected to emerge in Delhi NCR by 2029, including two prominent retail developments of over 2 million square feet each.

🎙️Hyderabad is the second market expected to experience significant growth. Witness a significant influx of 8.5 million square feet of retail space by 2029.

Credits: JLL Report and Other sources

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CHAPTERS

(00:00) Discover Coffee Affairs: Your Real Estate Investment Guide

(01:27) Unpacking India’s Q2 2025 Retail Market Dynamics

(03:36) Resilient Growth: India’s Macroeconomic Fundamentals Strengthen

(05:44) Analyzing Retail Space Demand, Absorption, and Leasing Activity

(08:42) India’s Retail Space: Current Supply and 2029 Projections

(11:34) Understanding Retail Rents and Declining Vacancy Levels

(12:45) Fashion, F&B, Jewelry: Dominant Retail Leasing Categories

(14:50) India’s Retail Sector: Outlook and International Brand Influx

(16:26) Episode Summary, Future Content, and Environmental Message

_________
Streaming on ⁠⁠Spotify⁠⁠ and ⁠⁠Apple Podcasts⁠⁠

For general inquiries

Email: askrohit@coffeeaffairs.today

👉⁠Consultation Form

For regular updates

⁠LinkedIn⁠

To join the broadcast, please WhatsApp your name and nationality @91 81029 55877