Investment
Yield analysis, hold-period thinking and what actually drives commercial returns.
Investment · 1 min read
Dwarka Expressway commercial: the corridor that priced in patience
A decade of delay put a discount into the land basis that the delivered stock has not yet given back — and the interchange changed the drive-time argument entirely.
Investment · 1 min read
What a 7% yield actually needs to survive
Contracted income, escalation that beats inflation, a tenant that can pay through a downturn, and an exit that does not depend on the same story you bought on.
Investment · 1 min read
SCO plots have outperformed strata retail. The reason is control, not luck
Owning the full building envelope changes tenant mix, signage rights and exit optionality — three things a strata retail owner never controls.
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