Karan Marwah’s Post

The latest report by KPMG India and CREDAI National sheds light on the transformative potential of Small and Medium #RealEstateInvestmentTrusts (SM #REITs) in reshaping the #investment landscape for #realestate 🏢 in India. It also explores the emerging trends in #fractionalownership where this innovative model allows #multipleinvestors to jointly own high-value #GradeAproperties with smaller investments, democratising access to real estate. Download a free copy today! For more, visit https://social.kpmg/bon2ye Akhilesh Tuteja Chintan Patel

With the nine priorities outlined in #UnionBudget2024, the vision is to facilitate #foreigninvestments in India. #PE and #VC firms will continue to contribute and gain by investing in priority sectors and businesses. Download our PoV for a comprehensive analysis of how #Budget2024 proposals impact the #privateequity market - Click https://social.kpmg/i9936q Nitish Poddar | Kalpesh Maroo #KPMGBudgetLIVE #dealadvisory #venturecapital #VCfirms #PEfirms

The AUMs of the infrastructure investment trusts and real estate investment trusts in India are projected to surge 15-20% year-on-year to Rs 7.5-8.0 lakh crore in the upcoming fiscal. The momentum has continued in this fiscal with Rs ~1.3 lakh crore added to AUM. Of this, 55% was from six new trusts and the remaining was through asset acquisitions in the existing ones. Dive deeper into the #latest #CRISILPerspective for a comprehensive insight into the factors shaping the landscape: https://lnkd.in/dakp-bvH Manish Gupta | Nitin Bansal

Limited funds and time to invest in #residentialrealestate has led to the emergence of #fractionalownership in this sector. More in the KPMG India - CREDAI National report https://social.kpmg/bon2ye

DC Advisory India CEO Klaas Oskam speaks with The Economic Times > https://bit.ly/4bJT9m1. The article highlights key trends and the outlook for the Indian market, alongside the release of our latest India Private Equity Mid-Market Monitor. #DCAdvisory #India #TheEconomicTimes #PrivateEquity #PrivateMarket

With the nine priorities outlined in #UnionBudget2024, the vision is to facilitate #foreigninvestments in India. #PE and #VC firms will continue to contribute & gain by #investing in priority sectors and businesses. For more, visit https://social.kpmg/1y8ny0 | #KPMGBudgetLIVE

Excited to share DC Advisory’s India Private Equity Mid-Market Monitor: July 2024 - ‘A tale of two markets’! Despite corrections in private markets, India remains a powerful destination for investors. Some key highlights from the report include: –  The Indian mid-market PE segment continued its strong growth trajectory, with deal value reaching a new record high of $12.4 billion in H1 2024, a 23% increase year-over-year. –  Sectors like healthcare, technology, and consumer goods remained the most active, accounting for over 70% of total mid-market PE deal value. –  Domestic PE funds were the most active investors, contributing to over 60% of total deal value, as they doubled down on opportunities in the fast-growing Indian market. –  The report also notes an increasing focus on sustainability and ESG factors among PE investors, as they seek to align their portfolios with evolving investor preferences. #IndiaPrivateEquity #MidMarketMonitor #DealActivity #MergersandAcquisitions #GrowthPal

Proud to have shared insights and conducted research for the ‘PE/VC Agenda: India Trend Book 2024’ released by EY. This document studies in depth the key PE/VC investment trends that emerged in 2023. While PE/VC investments recorded a second consecutive year of decline, PE/VC exits recorded exits worth US$24.8 billion, a y-o-y growth of 36%. From high valuations and regulatory uncertainties to shifting investor sentiments, each factor contributed to the nuanced and multi-layered narrative of the PE/VC investment and exit activity in 2023as the fall in size and number of large deals, the rise of private credit, and increased PE/VC investments in infrastructure, real estate, and healthcare sectors. #ey #privateequity #venturecapital #investments

Tired of seeing "10 things I learnt from..." posts? Indulge yourself in data-backed intricate macro-analyses of the Indian PE market :) Interesting to see that on a macro-level investor interest has shifted from spurious growth towards profitability and sustaining long-term value creation.

Indian public market valuations and liquidity are currently significantly ahead of the Indian private market with private market activity dominated by secondary transactions in top performing companies that combine growth and profitability or have strong unit economics and clear path to profitability. For a deeper analysis of key trends and market outlook please read DC Advisory India PE/VC Mid-Market Monitor!