Real Estate Investment with Direction.

Client First.
Data-Driven.
No Commissions.
No Conflicts.

A boutique research-driven advisory firm dedicated to building and optimising real estate investment portfolios for the most discerning capital allocators.

₹50L–500Cr+
Investible Capital
15+ YRS
Experience across RE Classes
100%
Advisory Fee Only. Zero Transaction Conflict
6
Major asset classes tracked
Bengaluru · Chennai · Hyderabad · Kolkata · Mumbai · NCR · Pune
Select Tier 2 Cities

India's RE advisory market
is deeply conflicted.

Every intermediary has a product to push — and an incentive structure misaligned with your returns.

Brokerages & Consultants

Earn 2–5% transaction commission. Incentivised to push volume. Advisory is usually a funnel for deal flow — not a genuine offering to the client.

Private Banks | Wealth Managers

Push in-house products. Client interest is secondary to quarterly distribution targets. No proven real estate expertise.

Research Agencies

Generic market updates with limited depth. No portfolio integration or personalisation. Ideal for awareness, not meant for targeted intelligent investment decisions.

Developer Sales | Marketing Firms

Highly sophisticated in packaging — but exist solely to convert. No portfolio perspective. Biased market assessment & product pitch.

One firm built entirely
around the client. Not the deal.

DISA Capital addresses every structural gap through four interconnected pillars.

Pillar 01 — Research & Data-Driven Philosophy
  • Macro-to-micro 5-lens investment framework
  • Cycle-aware, evidence-based allocation across all RE sub-classes
  • Quantitative rigour applied consistently — not driven by market noise
Pillar 02 — Complete Asset Class Coverage
  • All 6 RE asset classes tracked across all major Indian markets
  • Nationwide micro-market intelligence — city to street level
  • Direct + listed instruments: physical, REIT, AIF, NCD across the spectrum
Pillar 03 — Deep Operational Expertise
  • 15+ years practitioner experience across the full RE stack
  • Developer → Institutional Leasing → Hospitality → Listed RE Coverage
  • Unique inside-the-room intelligence beyond any analyst or research desk
Pillar 04 — Client-First, Zero Conflict
  • Advisory Fee-only — no hidden commissions, no developer affiliations
  • Pure advisory alignment: every recommendation serves only the client
  • Serves prudent investors irrespective of ticket size — from ₹50L to ₹500Cr+

An HNI writing a ₹50 lakh cheque deserves the same zero-conflict, data-driven advice that institutional investors receive on ₹5000+ crore allocations. DISA Capital exists to close that gap.

Built for investors who take
real estate seriously.

We work with a deliberately limited number of clients simultaneously to maintain depth of engagement, research quality, and honest relationships.

Senior Professionals & CXOs

Sizeable investable wealth, often misallocated into residential RE bought on emotion or local broker's advice. Need independent perspective to diversify into other RE asset classes or other markets with better risk-adjusted returns.

Business Owners & Promoters

RE exposure concentrated in one asset type or geography. Need portfolio-level thinking, exit strategy planning, and institutional-grade diligence before writing large cheques into new assets or markets.

Family Offices

Require specialist RE depth that their generalist advisor cannot provide. Looking for dedicated RE research overlay on their broader wealth management relationship — without product conflict.

NRIs Allocating to India RE

High conviction on India but no reliable ground-level intelligence network. Need an advisor who evaluates markets, developers, and instruments independently — with no developer kickback and no geographic bias.

Three ways to work
with DISA Capital.

All engagements are fee-only, disclosed upfront in a signed advisory agreement.
We accept no brokerage, referral fees, developer commissions, or product trail. Ever.

Portfolio Audit
One-time deep-dive
engagement
  • Existing RE portfolio analysis
  • Concentration risk assessment
  • Current market benchmarking
  • Hold / exit / restructure recommendation
  • Detailed investment memo
1–2 Months Assignment
Transaction Advisory
Specific asset evaluation
& support
  • Independent due diligence
  • Valuation benchmarking
  • Deal structuring & negotiation support
  • Acquisition support & monitoring
  • Legal & tax advisor coordination
1–3 Months Engagement

What our clients say.

Benchmark That Matters The Most.

I came to DISA Capital with a sizeable corpus to deploy and wasn’t sure what to expect. What stood out immediately was how they looked at my entire portfolio — not just the real estate piece — and gave me a clear, honest view of where I stood.

Every recommendation came with solid numbers and proper analysis, but never felt overwhelming. And they didn’t just advise — they saw it through. Deal sourcing, negotiations, legal diligence, financing — all of it.

One of the better decisions I’ve made as an investor.

Senior Big 4 Leader
Gurugram, India

As a fintech founder, I think about capital allocation constantly — but real estate was always the one asset class I never had the bandwidth to figure out properly.

DISA Capital changed that. They went through my portfolio, challenged a few assumptions, and helped me move capital into opportunities I wouldn’t have found on my own.

They made a complex asset class feel manageable without dumbing it down — and handled everything end to end. The kind of partner I needed.

Entrepreneur / Ex-Banker / US-Returned
Mumbai, India

Honestly, investing in India from Dubai is more stressful than it sounds. You’re always second-guessing yourself, and everyone around you has a hot tip.

DISA Capital was a different experience altogether. No pitches, no pressure — they just asked a lot of the right questions and helped me think through what actually made sense for where I am in life.

They handled everything on the ground too. I didn’t have to fly down for every little thing or chase anyone for updates. That alone was worth it.

Good people. Straightforward process. My money is in the right places now.

Accomplished Banker
Dubai, UAE
All testimonials are shared with explicit client consent.

India's RE sector is at an
unprecedented inflection point.

A confluence of structural tailwinds creating a once-in-a-generation allocation window for capital allocators.

$585B
RE Market Size · 2026 — Targeting $927B by 2031 at 9.6% CAGR
$7.5B
Institutional Inflows · 2025 — All-time high, surpassing every prior year
$18B
REIT Market Cap · May 2026 — Targeting $110B by 2031
57 MSF
Net Office Absorption · 2025 — Record high; Driven by GCCs, BFSI & Flex
850K+
HNIs in India · Today — Nearly doubling to 1.65M by 2027
76%
Domestic RE Capital · Q1 2026 — Institutional capital from domestic sources

International capital continues to deploy with Domestic capital now starting to anchor India's real estate investment cycle for the first time.

For any HNI, real estate is not optional
— it is structural.

0.19
Correlation to Sensex
2.7%
Real return above CPI (25yrs)
~8%
Effective tax rate for HNI
22 / 25 years

Blended RE returns exceeded CPI. Real purchasing power compounded at +2.7% p.a. above inflation — not cyclically but structurally, across every interest rate and policy regime.

40%+ ROE possible

At 75% LTV, a 12% asset appreciation delivers ~48% return on equity — a 4× multiplier permanently unavailable in any listed instrument.

₹0 LTCG possible

Section 54/54F can reduce capital gains tax to zero on reinvestment. Depreciation on commercial RE compresses effective rental tax to 6–8%. No other asset class offers this toolkit.

-2% worst year

Maximum single-year drawdown: -8% (2008) vs equity's -52%. Correlation of 0.19 to Sensex. Crisis resilience with contractual income — the foundation every portfolio needs.

India Context: RE sector $585B → $927B by 2031  ·  8.4% blended CAGR (2000–2024)  ·  RE outperformed fixed income in 23 of 25 years

We track every major
segment — with precision.

Current cycle view across six investable asset classes — May 2026

Residential
+40%

Price appreciation in key micro-markets since 2022. Luxury & premium driving outsized returns.

Commercial Office
90 MSF

Gross leasing trajectory in 2025. GCCs driving 40% of demand. Grade A vacancy tightening.

REITs & SM-REITs
$18B

6 listed REITs, ~200M sq ft. SM-REIT framework now unlocking sub-₹500 Cr assets.

Hospitality
$60B

Projected market size by 2028. Domestic travel surge driving sustained RevPAR uplift.

Industrial & Logistics
+63%

YoY H1 2025 leasing growth. E-commerce, PLI & China+1 driving structural demand.

Data Centres
1,300 MW

Installed capacity in 2025; targeting 1.7 GW by end-2026. AI & cloud driving growth.

THESIS

A rigorous, cycle-aware
investment framework.

DISA Capital does not react to deals. We build portfolios using a five-lens approach — applied consistently regardless of market noise.

01
Macro & Policy Layer

RBI rates, fiscal policy, urban capex, FDI liberalisation, RERA trends — the top-down filter no individual investor has time to run rigorously.

02
Sector & Asset Class Rotation

Where in the cycle are residential, commercial, hospitality, industrial? Which sub-segment offers the best risk-adjusted entry today? Data-driven, not instinct.

03
Micro-Market Deep Dives

Supply-demand at street level — Sarjapur vs Whitefield, BKC vs Lower Parel, Gachibowli vs Kokapet. Yields, vacancy, infrastructure pipeline, absorption velocity.

04
Instrument Selection — Direct vs Listed

Physical asset vs REIT vs AIF vs structured NCD? Liquidity, tax, cash-flow timing — all modelled for the client's specific risk-return-liquidity profile.

05
Portfolio Construction & Exit Planning

Right-sizing positions, diversification across cycles, monitoring KPIs, exit timing — embedded in the plan from day one. Not an afterthought.

15 years of full-stack
real estate experience.

Not an analyst who has read about real estate. Someone who has structured, built, leased, managed, and exited assets across every cycle.

01
Residential — Developer Side

Structured pre-sales, JDA negotiations & investment positions for luxury launches across Mumbai, Bengaluru, Hyderabad. 2–3 full market cycles from inside the room.

02
Commercial Office — Institutional

Managed leasing strategy for Grade A portfolios across BKC, Whitefield, Cyberabad. Pre-commitment, fit-out economics & rental escalation at granular depth.

03
Hospitality — Asset Management

Asset-managed economy and midscale hotels through RevPAR cycles, capex planning & operator renegotiations. Operational intelligence beyond development yield modelling.

04
Listed RE — REIT Coverage

Deep independent coverage of all six Indian REITs — portfolio quality, CAPEX pipelines, DPU sustainability, sponsor credibility & NAV premium/discount dynamics.

05
Institutional Networks

Relationships across developers, PE funds, legal & tax advisors — giving clients off-market intelligence & investment access beyond any brokerage.

"We bring institutional rigour and 15 years of practitioner intelligence to the private investor's table."

Investing in real estate?
Let's do it right.

We begin every engagement with a complimentary 45-minute portfolio discovery call. No pitch. No product push. A rigorous, honest conversation about your allocation and what optimal looks like.

1
Discovery Call — Complimentary

45 mins. Understand your asset portfolio, RE exposure, goals & time horizon.

2
Allocation Framework

High-level portfolio view prepared and shared with you — before any fee is charged.

3
Engagement Proposal

Right structure. Transparent fixed fees. No pressure, no surprises.

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DISA Capital Independent · Fee-Only · No Developer Affiliations · Zero Commissions
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Strictly confidential. Everything you share is solely to prepare for your discovery call. It is not shared, or used for any other purpose.

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Coverage Markets
Bengaluru · Chennai · Hyderabad
Kolkata · Mumbai · NCR · Pune
+ Select Tier 2 Cities
Independent Advisory Fee Only No Developer Affiliations No Hidden Brokerage Zero Conflict