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. However, the convergence of economic, technological, and social forces leaves organizations worldwide navigating a complex and evolving landscape, with the commercial real estate industry on the brink of significant and exciting transformation.

This Outlook examines six critical forces reshaping commercial real estate: the imperative for efficiency in a higher-cost environment, intensifying supply shortages across property types, ‘experience’ as the new value driver in real estate, the maturation of AI implementation beyond pilot programs, the convergence of buildings with power systems, and the democratization of commercial real estate investing. Each of these represents both challenges and opportunities for real estate actors.

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HIGHLIGHT PROPERTIES

India’s Select Tier 1 and Tier 2

Consult @ [email protected]

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Social Media: Linkedin

Welcome to Coffee Affairs 2.0, where I, Rohit Sinha, a Real Estate Practitioner, bring you the latest insights in the sector. You can listen to the most trending, happening, and exciting facts and figures at your own pace, all while relaxing with a cup of coffee.

Explore the opportunities, access market reports, and consult me anytime for any investment-related queries. This is the perfect hangout place where coffee becomes your companion.

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HIGHLIGHT PROPERTIES

Select Tier 1 and 2

Consult us at [email protected]

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Streaming on ⁠⁠Apple Podcasts⁠⁠ and Spotify

Social Media: Linkedin

🎙️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.

🎙️India’s retail market saw a significant surge in supply during the first nine months of 2025, with fashion and apparel brands dominating leasing activity. The residential sector also demonstrated consistent growth, with both sales and launches surpassing 200,000 units. The outlook for both sectors is positive, driven by factors such as festive season demand, investment-grade supply, and supportive policy measures.

Credits: CBRE’s Report: India's Market Monitor 2025

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CHAPTERS

(00:00) Welcome to Coffee Affairs: India Market Monitor Q3 2025 Preview

(01:40) India's Office Real Estate Market: Growth, Leasing and Outlook

(07:23) Substantial Growth in India's Industrial and Logistics Sector

(11:38) India's Retail Market: Supply Surge and Fashion Dominance

(16:15) India's Residential Sector: Sales, Launches and Positive Outlook

(20:03) Wrapping Up: Spotlight Edition, Sustainability and Connect with us

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🎙️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.

Credits: Colliers (I)

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CHAPTERS

(00:00) Discover Coffee Affairs and India’s Q3 Warehousing Market Trends

(02:14) Comprehensive Analysis of India’s Top Tier Warehousing Markets

(06:38) Recap of Market Snapshot and Podcast Community Engagement

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🎙️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.

🎙️India’s e-retail market is projected to reach US$ 160 billion by 2028, driven by pandemic recovery and expansion potential. The market is expected to grow significantly, with over 300-350 million shoppers joining by 2028, boosting online GMV to US$ 100-120 billion by 2025. Factors like improved internet access, affordable shopping, and the rise of digital communities are driving this growth.

🎙️E-commerce in India is rapidly expanding, particularly in Tier-2 and Tier-3 cities, driven by factors like improved logistics, localized content, and mobile commerce. The government is actively supporting this growth through initiatives like BharatNet, the Open Network for Digital Commerce (ONDC), and the Government e-Marketplace (GeM). These efforts aim to enhance connectivity, streamline regulations, and create a level playing field for all e-commerce players.

Credits: IBEF, Other Sources & Resources

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CHAPTERS

(00:00) Unpacking India's Booming E-Commerce Market Landscape

(04:16) Key Drivers and Foreign Investments Fueling E-Commerce

(08:24) How Technology and UPI Drive E-Commerce Growth

(11:17) Essential Factors Fueling India's E-Commerce Expansion

(13:30) Internet Penetration and Expanding Online Shopper Base

(16:15) Logistics, Mobile, and Payments: E-Commerce Engines

(19:44) Government Initiatives and ONDC's Impact on E-Commerce

(23:05) Final Thoughts and Podcast Community Engagement

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🎙️ The Spotlight Edition of the Coffee Affairs Podcast explores launches and opportunities in the Real Estate sector, featuring insights from Rohit Sinha. The podcast is available on Spotify and Apple Podcasts.

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EPISODES

Upcoming

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🎙️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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🎙️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 

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🎙️I am thrilled to announce the pre-launch of Ranchi Edition: The Catalogue Episode, under the banner of my signature variant, The Spotlight Edition.

🎙️Stakeholders can now access a curated list of handpicked properties from our esteemed partnered developers, industry leaders and pioneers. These developers are constantly creating an ecosystem of world-class standards and amenities to promote living that aligns with the lifestyle of a global citizen.

Credits: Office of Rohit Sinha

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🎙️The second quarter was a fantastic time for the Indian office market, with leasing activity still strong and hitting the fifth consecutive quarter of over 20 MSF of gross lease volumes. Even though the US tariff policy caused some economic uncertainty, it didn’t really affect the office market in the quarter, which shows how strong the market is and how much occupiers are still feeling good about things.

🎙️With all the great activity in the first half of the year, the office market is definitely on track to have another record year, even better than last year. The faster closures of big deals by global multinationals and domestic occupiers really boosted quarterly lease volumes. Global capability centres (GCCs) are still a big deal, and this trend is likely to keep picking up speed in the next few quarters, especially with the active deal pipeline. Fresh demand is still a big part of leasing volumes in the top cities, and Pune really stood out this quarter, with fresh demand more than doubling on an annual basis.

Credits: Report of Cushman & Wakefield, External Sources, Other Research Works

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CHAPTERS

(00:00) Indian Office Market’s Strong Performance in Q2 2025

(04:04) Analyzing Pan-India Supply, Demand, and Leasing Trends

(08:03) Key Insights on Renewals, Absorption, and Vacancy Trends

(10:36) Deep Dive into Occupier Segments and Future Supply Pipeline 

(14:25) Comprehensive Market Summary, Future Outlook, and Podcast News

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