Forget Traditional Housing, These Emerging Segments Promise Much Higher Rental Yield

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    If you are looking for higher rental yield, it is time you think out of the box. As per a recent report, the national residential average rental yield of traditional housing formats has been more or less stagnant while there are other sunshine sectors which hold promise for the future.

    Co-living, student housing and senior living are budding as the new promising segments in the residential segment. Likewise, co-working is a evolved form of traditional office real estate which has better rental yield.

    As per a recently released report by CII and Anarock titled EMERGING ASSET CLASSES: The Future Looks Promising, there are some emerging segments that have 7-11 percent higher rental yield as compared to 3 percent national residential average rental yield of traditional housing formats.

    Let’s have a look:

    • Co-Living Segment:

    The report mentions that there has been a paradigm shift as the majority of millennials today prefer co-living over traditional rental models. The segment has been getting huge responses from private equity players, developers and individual investors in the form of seed funding to subsequent rounds of financing.

    Startups have particularly benefited from the infusion of funds and are scaling up operations in multiple cities. As of now, the top six players alone now have 1.18 lakh beds, and are drawing investments from both domestic and global institutions.

    Co-living as a business model has the potential to provide a fresh lease of air to cash-starved developers who are battling slower sales and mounting unsold inventory

    • Senior Living:

    The need for quality housing solutions for senior citizens is the need of the hour. Senior housing growth is seen primarily in top cities’ outskirts and tier-2 and 3 cities like Bhiwadi (NCR), Neral (Mumbai), Talegaon (Pune), Devanahalli (Bengaluru), Mysore and Coimbatore.

    Senior living has immense potential in India largely because life expectancy here has improved to 68.8 years in 2018. Moreover, the population aged above 60 years has already breached the 100 million mark. Apart from holistically dedicated senior citizen spaces, integrated townships with a proportion of units dedicated to senior living is also on the rise, especially in tier-2 and 3 cities.

    • Co-Working:

    Co-working segment is indeed flourishing in India. Interestingly, the report mentions that while domestic co-working operators have restricted their presence to tier I cities, global players are also penetrating into tier 2 and 3 cities.

    EMERGING ASSET CLASSES: The Future Looks Promising
    EMERGING ASSET CLASSES: The Future Looks Promising
    • Student Housing:

    The scope in student housing can be ascertained from the fact that there are just  6.54 million hostel beds for over 37 million students as of now. Additionally, there is another chunk of youngsters to migrate to bigger cities to prepare for competitive examinations for which there is no substantial data.

    Until a few years ago, off-campus hostel need was taken care of PGs and privately-run hostels. Start-ups in student housing promises to provide high-quality accommodation for students. Owing to the large gap in supply and demand, many real estate developers are also considering joining the bandwagon to diversify their portfolios and for good returns.

    • Data Centres:

    The government’s efforts to make data localization mandatory will ensure a promising future for data centres in the country. With 451 million active internet users, 1,173.75 million mobile subscribers and the rapid rise in digital transactions, Smart Cities Mission and Personal Data Protection Bill will boost demand for data centres.

    Data centres with a potential of 10-14 percent rental yield are drawing high investor interest. Major players are preferring Mumbai, Pune and Bengaluru, the report says.

    “Co-living, student housing and senior living are the next evolutionary step in the residential real estate domain, while coworking has evolved from traditional office real estate. The drivers behind this evolution are changing social dynamics, a highly enabled start-up environment, rising interest in higher education by migratory student population, and the need for quality housing solutions for senior citizens,” said Anuj Puri, Chairman – 2nd CII Real Estate Confluence & Chairman – ANAROCK Group, Money Control reported.

    Here is the complete EMERGING ASSET CLASSES: The Future Looks Promising report.

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