Brookfield Emerges Top Bidder for ₹5,000 Crore Logistics Portfolio Spanning 13 Million Sq Ft Across India

Global investment giant Brookfield has reportedly emerged as the leading bidder in what could be one of the largest logistics portfolio acquisitions in Indian real estate history. The transaction, valued at an enterprise price of ₹5,000 crore, involves over 13 million square feet of logistics and warehousing assets, including the joint platform operated by ESR and Allianz Real Estate, along with ESR's independently managed properties.

This strategic move underscores growing institutional confidence in India's real estate infrastructure and signals a major shift in the country's supply chain landscape.

Key Transaction Details

India's Largest Logistics Platform Acquisition

Industry sources indicate that this deal represents the largest platform-level acquisition in India's logistics sector to date. Brookfield's entry into the warehousing segment reflects strong institutional belief in the sector's fundamentals, driven by multiple growth catalysts including e-commerce expansion, rising third-party logistics demand, manufacturing growth, and supportive government policies.

The portfolio being acquired comprises fully operational, income-generating assets with established long-term tenancies across strategic logistics corridors. These locations have witnessed significant demand growth as India modernizes its supply chain infrastructure, making them attractive to institutional investors seeking stable returns.

Why This Transaction Matters

Institutional Capital Influx

The transaction validates warehousing as a core infrastructure asset class within India's evolving real estate landscape. Global capital is increasingly viewing Indian logistics assets as platforms offering both yield and scalability potential.

Premium Tenant Profile

The portfolio boasts an impressive roster of occupiers including global names such as Amazon, BMW, Flipkart, and Foxconn. This blue-chip tenancy reinforces the quality of assets and demonstrates sustained demand from international operators establishing or expanding their Indian footprint.

Pan-India Geographic Spread

Assets are strategically distributed across major industrial zones including Bhiwandi, Chakan near Pune, Sohna in the Gurgaon belt, Oragadam near Chennai, and Uluberia in West Bengal. This geographic diversity ensures regional balance and connectivity to key consumption and manufacturing centers.

Portfolio Background and Development Timeline

The ESR-Allianz logistics platform was established in 2018 with an ambitious $1 billion investment vision aimed at developing institutional-grade warehousing infrastructure across India. Of the joint venture's 10 million square feet portfolio, approximately 8.5 million square feet has already been completed or is nearing completion.

ESR's independently held portfolio comprises 3 million square feet, with 2 million square feet already constructed and operational, while 1 million square feet remains under development. Market observers note that even after this transaction closes, ESR is expected to maintain a substantial presence in India's logistics real estate sector and continue its expansion plans.

Policy Support Driving Warehousing Growth

India's logistics and warehousing sector is experiencing robust growth supported by favorable policy initiatives. The granting of infrastructure status to logistics in 2017 was a pivotal moment, followed by the National Logistics Policy and the PM Gati Shakti infrastructure initiative.

Additional tailwinds include streamlined regulations at both central and state levels, development of dedicated logistics parks, and increasing digitalization and automation of supply chains. These measures have collectively positioned logistics infrastructure as a fundamental pillar of India's economic transformation story, attracting long-term institutional capital seeking stable, infrastructure-linked returns.

Market Outlook

With Brookfield having entered into an exclusivity arrangement, the formal closure of this landmark transaction is anticipated within the coming months. Once finalized, this deal is expected to significantly reshape India's industrial real estate landscape and further strengthen investor confidence in the country's infrastructure-driven growth narrative.

The successful completion of this transaction could also pave the way for similar large-scale institutional acquisitions in India's logistics sector, as commercial and industrial real estate continue to attract global attention.

Disclaimer: This news article is based on information available from industry sources and public reports as of October 2025. The details regarding transaction values, asset portfolios, and business arrangements are subject to change and should be independently verified. This article is for informational purposes only and does not constitute financial, legal, or investment advice. Readers are advised to consult with qualified professionals before making any investment decisions. The transaction details mentioned are indicative and subject to final agreements between the parties involved.