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世邦魏理仕(CBRE):2026年印度零售地产市场展望报告(英文版)(15页).pdf

上传人: 1****1 编号:1161252 2026-03-20 15页 4.67MB

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1、India Retail Market Outlook 2026Intelligent InvestmentCBRE RESEARCHMARCH 2026REPORT2CBRE RESEARCH 2026 CBRE,INC.India Retail Market Outlook 2026Update header text We are pleased to present the India Market Outlook 2026,our premier market intelligence report delivering a distilled perspective on the

2、nations evolving real estate landscape.Anchored by data-driven rigour and institutional expertise,this publication aims to decipher the structural shifts and strategic trajectories defining the sectors current momentum.Indias economic landscape continues to be characterised by a resilient growth bas

3、eline and a disciplined fiscal framework,albeit increasingly tested by global volatility.While robust public capital expenditure sustains domestic momentum,systemic risksparticularly within energy marketsnecessitate a calibrated outlook.In this environment,proactive trade diplomacy and strategic pro

4、ject de-risking could serve as vital buffers,providing the policy visibility essential for sustained investment.The office sector is set to surpass the 1-billion-sq.-ft.threshold in 2026,driven by investment-grade supply and the expansion of GCCs into high-complexity R&D roles and product ownership.

5、This multi-dimensional ecosystem is being redefined by a structural pivot towards AI-driven workforce strategies,where occupiers increasingly prioritise future-ready,high-performance environments to sustain long-term institutional growth.Parallel to this,the industrial and logistics sectors are tran

6、sitioning towards manufacturing-led growth and institutional-grade warehousing,bolstered by new-age automation and deepening in-city delivery networks.Simultaneously,the retail landscape is being reshaped by experiential flagship formats and destination malls,as investment-grade supply and high-stre

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1. **经济展望**:印度2026年名义GDP预计增长10.5%,公共资本支出达12.2万亿卢比(占GDP 3.1%),财政赤字目标4.3%,通胀率4.0%。 2. **零售市场**:2025年租赁量创新高(约890万平方英尺),D2C品牌占27%;2026年投资级供应持续扩张,目的地 Mall(>80万平方英尺)占比将超50%。 3. **贸易与投资**:通过FTA获得占全球GDP 70%的市场准入,FDI波动但长期资本流入增加,REIT改革推动机构成熟。 4. **关键趋势**:AI驱动办公需求、工业物流自动化、零售体验化(F&B占比升至15-20%),高街租赁占比39%。
**印度零售增长动力?** **2026经济新趋势?** **零售业未来方向?**
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