New Delhi, Feb. 24 -- When India's modern REIT market began in 2019, investors focused overwhelmingly on yield availability, the dividend return on investment in a landscape of limited fixed-income options. By 2026, however, the conversation has grown more nuanced. Investors are no longer simply chasing the highest yield. They are paying close attention to the quality and sustainability of cash flows, especially as the REIT universe matures and assets diversify.

In this evolving paradigm, size - measured not just by asset count but by Gross Asset Value (GAV), geographical spread, tenant mix, and ability to cultivate predictable leasing velocity - has moved from a headline metric to a critical risk variable. This is particularly true for ...