Warehousing Investment Advisory
Institutional-grade investment advisory for REITs, private equity funds, family offices, and corporate capital deploying into India's Grade A industrial logistics real estate sector—one of Asia's most compelling infrastructure investment themes.
India's Industrial Logistics Investment Thesis
India's Grade A warehousing sector represents one of Asia's most compelling institutional real estate investment opportunities of the decade. Three structural forces are creating unprecedented demand: the formalisation of India's fragmented logistics sector post-GST, the explosive growth of e-commerce (targeting USD 350 billion by 2030), and government-led infrastructure investment transforming road, rail, and port connectivity.
Unlike developed logistics markets, India's Grade A warehousing stock remains acutely undersupplied relative to consumption-driven demand. Institutional-quality facilities—30+ ft clear height, dock-leveler equipped, fire suppression, automation infrastructure—account for less than 15% of total warehousing stock, yet absorb 80% of new occupier demand. This structural deficit supports rental growth and near-zero vacancy rates in primary markets.
The investible universe is expanding rapidly: domestic REITs (Indospace, ESR, Prologis India), institutional developer JVs, build-to-core strategies, and greenfield development all offer return profiles calibrated to different risk tolerances. Myridian provides the market intelligence and transaction execution capability to navigate each path with institutional rigour.
Investment Advisory Services
End-to-end advisory for institutional capital entering India's industrial logistics real estate sector.
Market Entry Strategy
Customised India market entry assessment covering geography selection, asset type prioritisation, investment vehicle structuring, and partner identification.
Portfolio Acquisition Advisory
Identify stabilised portfolio acquisition opportunities—INR denominated and dollar-return structures—with institutional-grade underwriting and market validation.
Build-to-Core Development
Sponsor development JVs alongside leading Grade A industrial developers, structuring forward-purchase agreements with pre-committed institutional occupiers.
Financial Underwriting & Modelling
10-year DCF models incorporating market-appropriate cap rates, occupancy assumptions, rent escalation schedules, and exit scenario analysis for investment committee approval.
REIT Structuring Advisory
Advisory on India REIT regulations, qualifying asset criteria, distribution requirements, and IPO readiness for institutional sponsors seeking listed vehicle creation.
Asset Management Support
Ongoing portfolio performance monitoring, lease renewal advisory, capex planning, and strategic disposition analysis for invested assets.
Capital Sources We Advise
Global Institutional Funds
Sovereign wealth funds, pension funds, and endowment capital seeking large-ticket India infrastructure allocations through transparent institutional frameworks.
Private Equity Real Estate
Opportunistic and core-plus funds seeking 3–7 year India logistics investment programmes with defined exit strategies.
Industrial REITs & Listed Vehicles
India REIT sponsors and global industrial REITs seeking qualifying asset pipelines, pre-REIT vehicle construction, and IPO-ready portfolios.
Family Offices & UHNWIs
High-net-worth capital seeking direct and co-investment access to Grade A industrial logistics development alongside institutional developers.
Corporate Real Estate Groups
Occupier companies transitioning from leasehold to ownership structures, or deploying surplus capital into real estate adjacent to core operations.
Infrastructure & Development Funds
Infrastructure-oriented capital comfortable with long lease durations and development risk in exchange for higher absolute returns.
Capitalise on India's Logistics Infrastructure Boom
The window for first-mover returns in India's Grade A industrial logistics sector is narrowing. Engage Myridian's investment advisory team to access opportunities before they reach competitive bidding processes.