Structural Play News Today

Editors' picks from a talk on the future of New York City water from Mary Mattingly to the performance art of Brian O'Doherty at the Kitchen.

The third interesting theme we participated in nearly a decade ago was the real estate rental yield play, particularly in the commercial real estate space. Over the last few years, large PE investors have invested billions of dollars in Indian commercial real estate as they were attracted to high rental yields of 8-9 per cent, a trend that we identified and accordingly participated in a Mumbai-based listed company – NESCO. Over the last ten years, the real estate index (largely dominated by h...