15% embedded DPU growth on stabilization
Management targets 15% DPU growth as assets reach 96-97% occupancy over approximately 2 years from current 93% committed / 89% rent-generating levels.
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Brookfield India REIT · forward-looking guidance across the available source record.
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What management said would happen.
distribution
Asset lease-up to 96-97% occupancy
Acquired assets (including G1/N1 and new acquisitions) expected to reach 96-97% occupancy, driving incremental NOI as 565,000 sq ft Bharti Airtel renewal (9-year term) and 1.3msf forward renewals already secured.
Debt repayment and capital allocation
Near-term debt repayment planned across SPVs using surplus cash (~₹35-40 crore balance), while preserving capacity for sponsor acquisitions with ₹4,300 crore available at 35% LTV threshold.
GBC BKC acquisition closing end of next month
₹1,700 crore (100% basis) / ₹850 crore (50% Brookfield share) acquisition at 7.4% FY28 cap rate, 4% discount to GAV, targeting DPU yield of 7.1% with full NOI from FY28.