Tiêu đề Case Deck_Proofr_2.pdf ✅

EXECUTIVE SUMMARY With opportunities beyond “The Norm” in... Senior Housing Women-Centric ...Emerging Segments How can a new entrant capture demand, overcome supply constraints, and build a scalable rental housing business in India? Fragmented & Underpenetrated Rental Housing Market Demand Side Constraints Supply Side Constraints Tenant Discovery & Trust Affordability & Flexiblity Potential Gaps Regulatory Complexity Tech & Data Gaps Question Situation Complication 1 2 3 Institutional-Grade Assets How can new entrants overcome market fragmentation and build scalable rental assets? What factors limit rental yield optimization, tenant retention, and asset efficiency? Which policy, financial, and technological interventions can unlock sustainable market growth? ...Emerging Cities Tier-II Cities: Indore, Jaipur, Lucknow, Patna, Coimbatore, Nashik, Bhubaneswar, Surat etc. Satellite Nodes: Karjat, Vasind, Palghar, Boisar, Ghaziabad, Noida, Faridabad, Anekal Road, Electronic City etc. Features ...Emerging Options Ready-to-move-in Stabilised Prices Digital First Approach Opportunity Overview Market Dynamics Demand & Supply Analysis Business & Future Outlook 2

UNPACKING INDIA’S EVOLVING RENTAL HOUSING LANDSCAPE 4 M A R K E T C O N T R O L MARKET IMPACT Market Disruptors Industry Regulators Demand Drivers Industry Anchors Legacy Rental Market Operators Market Fragmentation & Regulatory Uncertainty Students & Academic Migrants Institutional Real Estate Investors Government Authorities Co-Living Startups & Operators PropTech & Rental Marketplaces Financial & Policy Regulators Millennials & Young Professionals Regulatory Push vs. Market Innovation: Government policies like the Model Tenancy Act and PropTech innovations are formalizing rental housing, enhancing affordability, accessibility, and tenant experience. Fragmented Supply vs. Structured Demand: Rising millennial migration and education expansion drive demand for institutionalized rental housing, but fragmented landlords create inconsistent tenant experiences. Growth of Hybrid Models: Institutional investors (REITs, developers) are driving co-living’s rise, blurring lines b/w hospitality & rental real estate, indicating a more structured co-living market in Tier I & II cities. Ecosystem Mapping Matrix Breaking down the ecosystem and forces driving India’s rental housing landscape... New era for rental housing is emerging in India as capital, demand, and policy realign... Institutional Capital & Tech- Led Disruption Future Growth Drivers & 1 2 3 Market Evolution Unorganized rental markets dominate, with 85%+ of rental housing in India remaining informal. Ambiguous tenancy laws and inconsistent state-level regulations create barriers to scalability. PE and VC investments in co-living grew 3x (2019- 2023), signaling market validation. AI-driven property management & fractional ownership platforms are reshaping asset utilization. Millennial & Gen Z renters (~65% of urban migrants) are driving demand for flexible, amenity-rich housing. Model Tenancy Act (2021) & REIT expansion are accelerating institutionalization of rental housing. Opportunity Overview Market Dynamics Demand & Supply Analysis Business & Future Outlook