博枫资产管理有限公司（Brookfield Asset Management Ltd.）表示，已承诺出资430亿卢比（约合4.44亿美元）收购并开发ESR印度的资产组合，这是该公司在印度的首笔聚焦仓储房地产的交易。
Asset Management Ltd. said it has committed 43 billion rupees ($444 million) to acquire and develop ESR India’s portfolio in its first deal for warehousing-focused real estate in the country.
该公司周三在声明中表示，博枫将收购分布在孟买、浦那、德里国家首都辖区、金奈和加尔各答的8个工业园区，占地超过400英亩，并补充称，高达98%的空间已出租给从事物流和工业领域的租户。该公司表示，ESR印度将继续管理该资产组合。
Brookfield will acquire eight industrial parks, spread over 400 acres across Mumbai, Pune, Delhi-National Capital Region, Chennai and Kolkata, the firm said in a statement Wednesday, adding that as much as 98% of the space is leased to tenants operating in the logistics and industrials segment. ESR India will continue to manage the portfolio, the firm said.
这笔交易反映出印度各大城市对仓储空间不断增长的兴趣。高力国际7月份的一份报告显示，在电子商务、汽车和第三方物流企业持续需求的推动下，2026年上半年八大城市的工业租赁面积增长了12%，达到2200万平方英尺。多达40%的租户正在寻求大于20万平方英尺的空间。
The deal reflects growing appetite for warehousing space across top Indian cities. Industrial leasing in top eight cities rose 12% to 22 million square feet in the first half of 2026 on the back of sustained demand from e-commerce, automobile and third-party logistics firms, said a July report by Colliers. As many as 40% of the tenants are seeking space larger than 200,000 square feet.
这种需求正在吸引大批投资者。据《Mint报》报道，由Alta Capital支持的Logicap Management Pte于2026年8月以150亿卢比收购了Xander Investment Management的仓储资产。去年11月，加拿大养老金计划投资委员会（Canada Pension Plan Investment Board）与IndoSpace的合资企业以300亿卢比收购了六个工业和物流园区。
This demand is attracting a wide array of investors. Alta Capital-backed Logicap Management Pte acquired Xander Investment Management’s warehousing assets for 15 billion rupees in August 2026, according to a report by Mint newspaper. Last November, a Canada Pension Plan Investment Board and IndoSpace joint venture acquired six industrial and logistics parks for 30 billion rupees.