An enduring long term perspective
An institutional owner mindset
A strong data orientation
Effective Navigation of Ecosystem
Fierce agility & a drive to maximise returns
Create outsized returns by leveraging IB differentiated insights, relationships, and execution capabilities.
Execute efficient financial structuring to ensure regular income, downside protection and capital appreciation on investments.
Strong security package, pro-active asset management and investor protection measures.
Large AUM play comprising various Smaller Funds across strategies that remain current till full deployment.
Capture growth opportunities across the lifecycle of the Portfolio Entities through primary, secondary and co-investment opportunities.
Opportunistic and tactical
Undertake structured equity investments and mezzanine investments, with established, reputed developers in each micro market. Invest in mid-income housing projects with reasonable approval certainty. Micro markets with high economic activity, that justify high demand. Projects that have demonstrated a proof of concept in demand offtake, pricing or competition.
Focus on mid-sized offices
Investment across three buckets – Core, Core Plus & Opportunistic
Grade A Buildings / Projects
High quality construction
Efficient asset management & maintenance
Substantial residual lease tenure
Returns to come through a four pronged mechanism
- Regular rental yield
- Contracted rental growth
- Conservative leverage at the asset level
- Cap rate compression
Structuring for optimal returns
- Tax-efficient structures to ensure a regular flow of rental income, interest income to the Fund from the SPV/ developer
- Rental income taxed at maximum marginal tax rates
- Almost half the returns accrue as Capital Gains, which are taxed at lower rates