Q1-FY27 · Shashank Jain
We continue to see influx and robust demand from GCCs. The long-term story of India being a very attractive talent pool and hence attracting multinationals to set up capability centers remains intact.
BROOKFIELDINDIAREIT / language trends
Read confidence between the lines.
Brookfield India REIT · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
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Q1-FY27 · Shashank Jain
We don't expect AI impacting our clients or tenants' decisions on occupancy in the near to medium term. We expect all companies to evolve and in fact use India as the AI talent hub.
Q1-FY27 · Ankur Gupta
On a total return basis given our LTV is 25% or thereabout, there is significant headroom to increase the size of the portfolio while keeping leverage levels below 35%. The guidance from our side is growth.