The Geography of Opportunity

>Hyderabad, Chennai and Pune are proving highly
India is characterised by major differences in theattractive business locations, due to their
economic, business and socio-culturalcompetitive business environments, human
environments between its main cities and regions.resources availability, telecommunications
Significant variation in regional economic growthconnectivity, quality of urban infrastructure,
rates have emerged, leading to a widening gaptransparency of governance and availability of real
between the economies and real estate marketsestate. As well as attracting high value IT, ITES
of the more advanced regions, compared withand biotech activities, these cities are also the
the rest of the countryfocus of major domestic retail players, attracted
The more advanced cities of western andby the rising aspirations and incomes in Tier II
southern India have benefited most from thecities.
opening up of the economy over the pastThese trends are being echoed in real estate
decade, and they are expected to continue to beinvestment; Hyderabad, Chennai and Pune are the
the most dynamic of the coming decade.focus of increasing investor activity, and the yield
These states contain India’sgap between Tier I and II cities has narrowed to
wealthgenerating commercial hubs, its best qualityas low as 100 basis points. Some of the largest
labour pools and infrastructure, and are the mostand most high profile developments by
successful in attracting FDI, due to their morecross-border developers are in Tier II cities.
open business-friendly environments.Tier III CitiesOffer growing opportunities
In contrast, large areas of northern and easternDuring the last two years, more firms have
India remain economically backward, including thebegun to evaluate the viability of locating in Tier
two highly populous Ganges Basin states of UttarIII cities, and India is now seeing a gradual
Pradesh and Bihar (which alone containwidening of its real estate base into a larger group
one-quarter of India’s population).of cities. This trend is being led by domestic IT
Tier I CitiesThe first choice for new marketand ITES companies such as Wipro, Infosys, and
entrantsSatyam, and the more established foreign
Mumbai the commercial hubDelhi the politicalcompanies, such as IBM, Microsoft and Dell.
capitalBangalore the technology hubJones Lang LaSalle has identified 18 Tier III cities
Have been the pioneers of Indian real estatethat have the potential to emerge as important
growth since the late 1990s. These three citiesreal estate markets over the next five years.
command by far the highest international profilesThe most successful cities are likely to fall into
and have attracted a significant proportion of FDI;two groups:
they provide the largest and most qualified labourLarge cities, such as Kolkata (pop’n 13
pools, the best infrastructure and have developedmillion) and Ahmedabad (pop’n 5 million),
the most advanced real estate formats.which have historically lagged Tier I and Tier II
Bangalore remains at the forefront of the globalcities, but by virtue of their size, labour market
IT outsourcing trends. Delhi and Mumbai, asquality and economic dynamism, are expected to
India’s two largest city economies, haveattract substantial real estate activity. Kolkata
developed a diverse range of real estate(West Bengal) has transformed from an insular
activities, and as well as rapidly expandingcommunist economy into a business-friendly IT
suburban office markets, have led India’shub.
retail and residential development booms.Smaller Indian cities (many with populations around
Tier I cities are likely to remain thethe one million range), which will compete
preferredoption for multi-national companiessuccessfully for business due to superior education
entering India for the first time, and they will stilllevels, a higher quality of life and urban
be the first “port of call” for most foreigninfrastructure, good proximity to primary cities
real estate investors.and their cultural and tourist offer. Chandigarh,
Tier II CitiesRising rapidly on the radar screennorth of Delhi designed by Le Corbusier and Kochi
Hyderabad, Chennai and Puneon the Kerala coast stand out, but cities such as
Tier I are facing strong competition from Tier IIJaipur, Mangalore, Mysore, Thiruvananthapuram
cities. Business costs have increased and labourand Bhubaneshwar are also attracting increasing
pools, the best infrastructure and have developedcorporate interest.
the most advanced real estate formats. labourDomestic funds and developers are active in Tier
shortages have emerged in Tier I cities, and asIII cities in order to achieve “first mover
familiarity with India as a business location haveadvantage” and benefit from yield compression.
grown, more domestic and foreign firms are nowHowever, many of these Tier III markets will
considering Tier II cities for their expansion plans,continue to lack liquidity over the medium term.
or even as their first step into India.