India's consumption story has a real estate angle: How shopping malls are becoming an investment theme
India's shopping malls are evolving into multifaceted destinations for dining and entertainment, reshaping retail and commercial real estate. Recent data shows gross retail leasing in top markets reached 6.27 million square feet in H1 2026, a 10.5% increase from 2025, with mall leasing up 22.4%. This trend presents new investment opportunities in Real Estate Investment Trusts (REITs).