PE investment into real estate up 59%

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This denotes a 59 per cent YOY rise over 2024 investment inflows, according  Savills India.
Savills India expects USD 6.5 billion – USD 7.5 billion of private equity investments in real estate in 2026.

The recovery was driven largely by the foreign institutional investors who accounted for 76 per cent of total inflows, reflecting renewed global confidence in India’s property market.

Private equity investments into Indian real estate have returned to pre-pandemic levels. According to the firm, this growth is gradual and it also strengthens the market fundamentals following the post-pandemic adjustment period.

In 2026, the office segment is expected to continue attracting institutional capital in core markets. Examining the office segments, data indicate that it has attracted USD 2.4 billion (INR 210 billion), with the highest inflows accounting for 35.3 per cent of total investment inflows, supported by stable leasing activity and long-term demand visibility.

Data centres and the residential sector followed, accounting for 23.2 per cent and 21 per cent of total investments, respectively. While investments in data centres were largely driven by foreign capital, the residential segment saw equal participation from both domestic and foreign investors. Over 60 per cent of land-related investments were aligned towards office and data centre developments.

Industrial and logistics assets are anticipated to remain a key focus area, driven by supply chain diversification, manufacturing-led demand and increasing preference for organised warehousing. Residential real estate is also expected to see steady private equity participation, led by luxury and premium housing. Alternative asset classes such as student housing, co-living, senior living and life sciences are expected to gradually gain traction, though from a relatively small base.

“Capital deployment has increasingly focused across office, industrial and logistics and data centres, reflecting a preference for income-generating assets. The residential segment has also gained traction, driven by sustained end-user demand, particularly in the premium and luxury segments,” Sumeet Bhatia, Managing Director, Capital Market Services, Savills India, said.

Over the past few years, improved regulatory transparency under RERA, balance sheet consolidation among developers and a clearer focus on asset-level performance have enhanced investor confidence and the growing adoption of REITs in India is reshaping the real estate investment landscape by improving exit visibility and reinforcing institutional participation across asset classes.

 

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