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KOLKATA MARKET REPORT

YEAR END

2009

Values trends & opportunities in the Kolkata real estate market

OFFICE

RETAIL

RESIDENTIAL

LAND

HOSPITALITY

WAREHOUSE

INVESTMENT


2009 Year End Market Review

MID YEAR REVIEW OF values, trends & opportunities IN THE KOLKATA REAL ESTATE MARKET

CONTENTS Office Retail Residential Land Hospitality Warehouse Investment


CORPORATE SERVICES

2009 Year End Market Review

KOLKATA OFFICE MARKET

OFFICE VACANCY RATES

The Kolkata office market has started picking up on the background of the gradual recovery of the national economy.

60% 50% 40% 30% 20%

With increased levels of enquires and transactions, Kolkata has witnessed a moderate demand for commercial office space over the last one year. Inventory in the main CBD area such as Park Street, Camac Street has been unchanged during the last two quarters. In the next few months, the construction activity in new commercial space will be noticeable in the areas like Camac Street, Park Street, AJC Bose Road etc. Most of the developers in the CBD area have started construction of their shelved or deferred projects and the area will likely see a increase in office space supply at the end of 2012. Kasba Connector near Ruby Hospital and Topsia area, which has emerged as new SBD areas of Kolkata along the Eastern Metropolitan Bypass has been added with new supplies like Akash Tower, Topsel Toyota, Acropolis, Haute Street, Puspanjali etc. over the last twelve months.

10% 0%

CBD

Topsia Road

Kasba Xing

Sector-V

Rajarhat

Grade A

3.5%

10%

20%

20%

40%

Grade B

4.5%

20%

0%

30%

50%

Over all vacancy rates across all the office locations in Grade-A office buildings in the CBD area estimated at approximately 3.5% at the end of 4th quarter of 2009. Topsia area registered an overall vacancy levels for Grade-A office at approximately 10% and in Kasba connector registered at approximately 20% in the last quarter of 2009. In Salt Lake Sector-V, Grade-A office vacancy was at around 20%, in Rajarhat Grade-A office vacancy was at around 40% at year end.

OFFICE LEASE RATES TREND GRADE-A, OFFICE

Rs./sq.ft./month 160 140 120

Office market showed the early signs of modest activity in the commercial market since the end of second quarter. Several transactions have been concluded since then.

100 80 60 40 20

Q1

TRANSACTIONS IN THE LAST SIX MONTHS Company

Building

Location

Sq.ft.

Unitech Wireless

South City Pinnacle Sector-V

40,000

Unitech Wireless

Akash

Kasba

10,500

Century Communication Infinity Benchmark

Sector-V

30,000

Pearl Studio

Infinity Benchmark

Sector-V

16,000

Dynamic Securities

Infinity Benchmark

Sector-V

15,000

UNICEF

BIP

Sector-V

14,000

Educomp

Akash

Kasba

12,000

Q3

Q4

2007 Park Street

The telecom sector has been the main source of demand for office space during the past 12 months. More than 1.2 million square feet of office space has been leased out since January 2009 to this sector that includes the acquisition of 1,60,000 sq.ft. by TATA Teleservices at P S Srijan Tech Park, 60,000 sq.ft. by Idea Cellular and 22,000 sq.ft. by MTS mobile in the same building.

Q2

Q1

Q3

Q2

Q4

Q1

Q2

Q3

Q4

0

2008 A.J.C. Bose Road

Topsia

2009 Kasba

Salt Lake

Rajarhat

Rental in the Park Street. Camac Street area started picking up since October 2009 and have appreciated by 15% to 20%. The current rental levels for Grade-A properties range between Rs. 100-125/sq.ft./month. SBD areas such as Kasba, Topsia had no rental growth and current quoted rentals are Rs.60 and Rs. 70/sq.ft./month respectively. In fact some new properties are even ready to close below the above rates. Salt Lake, Sector-V another important SBD area where most of the IT buildings are located had marginal growth at the end of fourth quarter of 2009 and currently has rentals in the range of Rs. 38-45/ sq.ft./month. Meanwhile, in upcoming peripheral locations such as Rajarhat, rental values quoted for Grade-A properties are Rs. 30-35/ sq.ft./month. Source: NAI NK Realtors Research


2009 Year End Market Review

CORPORATE SERVICES Salt Lake, Sector-V

SALT LAKE, SECTOR-V & RAJARHAT UPDATE With the continued support from the state government and accessibility of infrastructure, Kolkata has become one of the major IT destinations in the country and IT sector is one of the important driving forces of the states economy as well. Now, roughly 1500 IT, ITeS companies are operating in the state and mostly concentrated in Salt Lake’s Sector-V. Of these Tata Consultancy Services (TCS), Wipro, Siemens, Tech Mahindra, ITC Infotech, HCL Technologies, Cognizant, Genpact, Capgemini, IBM are leading the way. The growth of IT in Bengal has decreased from 45 percent in 2008 to 25 percent in 2009. Falling demand in the global IT and BPO businesses have impacted the growth. However, software exports from Kolkata have been on an upward curve since 2003. As of now, Kolkata is the seventh biggest exporter of software and allied services from India. Currently the industry employs some 90,000 people and the sector has registered a 20 percent growth in employment during the last year. Now IT companies are expanding their facilities in Rajarhat’s New Town, next to Sector-V. Construction of New Town, the planned township in East Kolkata is currently underway. This area is also facing a shortage of land for large scale IT developments. Of the 300 acres earmarked for the IT sector, West Bengal Housing and Infrastructure Development Corporation (HIDCO) has already allotted 288 acres land to some big IT and IT infrastructure companies of the country such as TCS, DLF, Unitech, RMZ, Shapporji Paloonji, WIPRO and others. Small IT firms are also keen to acquire land at New Town. Before the year end, West Bengal Housing and Infrastructure Development Corporation (HIDCO) has allotted 50 acres of land for WIPRO’s second campus in Rajarhat. The project will be developed near the upcoming Shapoorji Palonji IT SEZ and is expected to start by 2011.

FORTHCOMING SUPPLY Developer

Type

Location

Ambuja Realty Videocon Salarpuria (I&II) Simoco Godrej SK Toshniwal &Co. Emami Group Nick Nack WEBEL & STPI State IT Department State IT Dept. & CMC

IT Park IT Park IT Park IT Park

Sector-V Sector-V Sector-V Sector-V Sector-V Sector-V Sector-V Sector-V EM Bypass

DLF IT Park-II PS IXL-I&II

IT Park IT Park IT Park IT Park IT Park IT Park IT Park

Rajarhat Rajarhat

Sq.ft

(In million)

0.58 0.34 1.30 0.80

approx

,, ,, ,,

0.25

,,

0.14 0.08

,,

0.10 2.00

,,

2.50 0.35

,,

,,

,,

,,

The year wise space absorption in the Kolkata office sector was about (0.4-0.5) million sq.ft. over the past couple of years. This rose to 1.2 million sq.ft. in 2009 and major absorptions happened in Sector-V and Rajarhat. The second half of the year saw the launch of the first phase of Ecospace developed by Ambuja Realty in Rajarhat.

SIGNIFICANT IT & BPO TRANSACTIONS (Jul-Dec’2009) Company

Building

Location

TCS

Unitech Infospace

New Town 2,50,000

Aegis BPO

Globsyn Crystal

Sector-V

Tech Mahindra

DLF IT Park - I

New Town

Aegis BPO

Technopolis (Incubation Space) Sector-V

46,900

Sparsh BPO

DLF IT Park - I

New Town

35,000

Sector-V

30,000

Aditya Birla Minacs Germinda

Sq.ft.

1,00,000 60,000

FORECAST Rentals are likely to remain stagnant on the current level up to the first quarter of 2010 because most of the new supplies are yet to be occupied. IT demand is expected to emerge in a greater volume from the second half of 2010. Transactions are likely to occur in a greater number from the third quarter of 2010 in terms of number and value.

Source: NAI NK Realtors Research


RETAIL SERVICES

2009 Year End Market Review

KOLKATA RETAIL MARKET Rent re-negotiation, revenue sharing, store closure which had been the trend for the Kolkata retail real estate market over the last one year seems to be improving from the end of current year. However, the pace of recovery in the retail sector is much slower compared to other real estate sectors.

Lounge formats are also coming up very fast in Kolkata. The popular Sisha in Camac Street has grown bigger in space. Amoda has opened up at Camac Street. Azad Hind Group has opened Silk Route Lounge at Bengal Intelligent Park building in Salt Lake Sector-V. All these have become operational over the last six months.

Encouraged by the early signs of gradual recovery on the back of stabilizing macroeconomic fundamentals, developers who had shelved their mall projects during the slowdown and shifted their focus from retail projects to residential construction are now looking at it from a different perspective. These projects are now being offered in the market as majorly residential but also with a smaller area dedicated for commercial. The upcoming BT Road project by Space Group and the Ideal Group’s project in Thakurpukur are currently being developed as mixed used project. Both the projects were planned and designed to be developed as malls when the retail real estate was booming. The economic slowdown was an eye opener to the most of the city mall developers. Back out of deals, rent re-negotiation, store closure had been a common scene in most of the newly opened malls. At the onset of retail market recovery, mall developers are no longer interested in making any commitment with the retailers in terms of preconstruction deal. They would rather go slow on construction and wait for the market to revive. The slowdown in economy has, however, forced developers to put on hold or cancel the construction of malls indiscriminately irrespective of their catchment potentials. The number of ongoing construction activity in mall projects in Kolkata has been very few and noticeable only in the projects such as Avani Riverside (4,00,000 sq.ft.) at Howrah, Diamond City Junction (5,00,000 sq.ft.) on Kazi Nazrul Islam Avenue near Ultodanga and Acropolis (3,50,000 sq.ft.) at Rajdanga near Rashbehari-EM Bypass connecter. During the recession period, high occupancy cost also affected retailers in a major way. Brands like Nick Nish has exited from 22 Camac Street. Freelook, Liberty, Stanza, Parx etc. have exited from certain malls. Food and Beverage sector has been consistent and had no major affect during the recession. New formats like Coffee World, Cream & Fudge, French Loaf has opened stores in different parts of Kolkata over the last two quarters.

City Centre-II, at New Town, Rajarhat Kolkata has witnessed the opening of a 3,50,000 sq.ft. City Centre mall at New Town in Rajarhat at the end of 3rd quarter of current year. The muchawaited City Centre mall at New Town is Ambuja Realty’s second mall in the city after City Centre in Salt Lake that had become operational in 2003. At present the New Town City Centre is the only operational mall in the north-eastern part of Kolkata and has been successful in drawing a considerable footfall over the last one quarter. The brands that already opened shops in the new mall are Pantaloons-anchor tenant; Inox-Multiplex operator; McDonald, KFC, Giny & Jony, Max Lifestyle etc.

MALL SUPPLY IN THE COMING SIX MONTHS Mall

Location

Sq.ft.

Axis

Rajarhat

3,50,000

Lake Mall

Lake Market

2,50,000

La Vida

Salt Lake, Sector-III

85,000

Down Town

Salt Lake, Sector-III

1,20,000

SIGNIFICANT TRANSACTIONS Tenant

Mall / Location

Sq.ft.

PVR

Avani Riverside Mall

40,000

ICore Planet

Bhwanipur

27,000

Coffee World

Syed Amir Ali Avenue

2,500

French Loaf

Lansdowne

1,500

Source: NAI NK Realtors Research


RETAIL SERVICES

2009 Year End Market Review Rs. / sq.ft. / month 350 300 250 200 150 100 50

Q1

Q2

Q3

Q4

Q1

Q3

Q2

Q4

Q1

Q2

Q3

Q4

0

2007 CBD

2008

North Kolkata

2009 E M Bypass

South Kolkata

Salt Lake

New Town

HIGH STREET RETAIL LEASE RATES Newly Opened Store at Ballygunge MALL VACANCY RATES Average mall vacancy in Kolkata dropped from 4.2 per cent in the second quarter to 2.08 per cent in the fourth quarter of 2009. The overall vacancy rate would further go down to 1.5 percent if the City Centre New Town mall vacancy is to be considered. This newly opened mall has a vacancy level at around 5 percent at the end of December 2009.

High Street Rentals in the Kolkata market remained relatively stable during 2009. Average rental in the CBD area like Park Street, Camac Street, Elgin Road are currently hovering around Rs. 90-220 /sq.ft./month. Rentals in north and south Kolkata are slightly up from the December’08 level. Average rentals in north and south Kolkata have Rs. 80 & 100/sq.ft./month respectively at the end of 2009. Rs. / sq.ft. / month 250

Vacancy rates in the Mani Square mall was 2% at the end of 2010 and 4% down from June 2008. This is because new transactions had happened.

200 150 100 50 0

Q1

Q2

Q3

Q4

2007

8% CBD

Q1

Q3

Q2

Q4

Q1

Q2

2008 North Kolkata

South Kolkata

Q3

Q4

2009 East Kolkata

New Town

6%

FORECAST 4%

With the gradual recovery of the economy, the demand for retail space is likely to increase by the second half of 2010,

2%

0% City Centre-I City Centre-II Metropolis Mani Square South City

Q4, 2008

Forum

Q4, 2009

MALL LEASE RATES Rental values in the malls in Kolkata remained stable over the last twelve months. Since January 2009, the asking rental values in the CBD area malls has been hovering between Rs. 150 and Rs. 225 per square feet per month. There were no rental growth in the malls in South Kolkata in the last twelve months and currently have rentals in the range of Rs. 75-150/sq.ft./month. Salt Lake and New Town area malls also have not registered any growth in the last twelve months. Rentals in the E M Bypass area malls declined marginally at the end of 2009 and currently have rentals in the range of Rs.50175/sq.ft./month.

Expansion of major leading brands would be more in the coming months as the retailers aggressively planning to roll-out more stores which was stalled during the recession period. Demand for prime retail space would be more in the key high street locations due to the absence of adequate supply and would put upward pressure on rentals. Less supply of mall would spurt the key high street retail demand in future. Pressure from the retailers to keep the rentals low and to go for other options like revenue sharing in the malls are likely to continue for the next six months. Rental values in the malls are likely to remain stable till first quarter of 2010. Source: NAI NK Realtors Research


REESIDENTIAL SERVICES

2009 Year End Market Review

KOLKATA RESIDENTIAL MARKET The demand for residential real estate projects in the city has gained momentum in the past few months after battling a phase of slowdown. With the softening of interest rates and introduction of affordable housing, potential home owners have started showing interest in the residential sector again. The Government's stimulus package, the marginal improvement in the economic condition along with the steady recovery in the share market, have indeed helped this sector to be back on its feet. In fact, the city's housing market started looking up in April, 2009 and has not regressed since. Kolkata property market has not witnessed any significant change in price between October 2008 and March 2009. Property prices have started rising since 3rd quarter, 2009, especially in the areas such as Jessore Road, Garia, Narendrapur and Ballygunge. Prices have increased at BT Road in the North by 5%, Narendrapur in the South by 5% and Queens Park, Sunny Park, Ballygunge Circular Road and Ballygunge Park Road in the South-Central by 10%. After the commissioning of the Metro rail up to Garia in 1991, the entire area between Tollygunge and Garia along the NSC Bose Road enjoyed a spurt of residential activities. Since then, the demand particularly in the MIG segment has increased significantly. Consequently, a large number of residential projects are on the anvil in localities such as Chawk Garia, Nayabad, Narendrapur, Rajpur, Sonarpur and Baruipur. Furthermore, easy accessibility following the September 2009 inauguration of the Metro coupled with the availability of land parcel will further boost the pace of construction and influence the pricing in the near future. The Narendrapur and Sonarpur station Road area will have an influx of approximately 1.5 million sq.ft . by the end of 2009 and two million sq.ft. by the end of 2011. B.T. Road in the north is other area attracting developers and occupiers, as metro rail extension till Barahnagar will open up its untapped potential in near future.

Residential Price Movements in 2009 Rs*. / sq.ft. 10000 8000 6000 4000 2000 0

Q4

Q1

Q2

North

Central

South

South-Central

Howrah

East

South-West

South-East

Q3

* The bars in the above graph indicate the average price

The Kolkata residential sector has consistently been an end-user driven market. The city's residents, especially the younger generation, with increasing purchasing power at their disposal, are currently driving the market, particularly in the Middle Income Group (MIG) and Lower Income Group (LIG) segments. Incidentally, there is a substantial gap between the demand and supply of MIG and LIG housing in the city. The high end luxury projects launched in 2008 in Alipore, Ballygunge have started moving again since May and in Rajarhat since October this year. For example, projects such as Kanan launched in 2008 and developed by Jain Realty in Alipore, were completely sold out during the past two months. As mentioned earlier, prior to July 2009, no transactions had been carried out. Projects such as Alipore Terrace, Grandure, Velvedere, Onkar Tower and Tirumani located in these neighbourhoods have almost the same story to share. However, the movement in Rajarhat was much slower compared to other two locations. There was no positive change in the value recorded in these locations during the past 12 months. With the real estate market looking up, developers

are launching or firming up plans to build new projects, however majority of them are affordable and low cost housing. After the launching of ‘Eden Court’ at New Town by TATA Housing in the first quarter, Kolkata has witnessed the launch of two more new projects from national developers like Godrej Properties and Unitech in the 3rd quarter. ‘Godrej Prakriti’ on B.T. Road at Sodepur is currently the largest residential project in North Kolkata. Unitech has rolled out their affordable housing project ‘Gateway’ under the brand name UniHome at Kona in West Howrah. Source: NAI NK Realtors Research


REESIDENTIAL SERVICES

2009 Year End Market Review

RESIDENTIAL SALE RATES Rates in Rs. per sq.ft.

North Jessore Road VIP Road Madhyamgram Shyambazar B.T.Road

1800 - 3300 2400 - 4000 1500 - 1900 2200 - 2800 150 0 - 2000

Central Park Street Loudon Street Theatre Road

900 0 -10000 9 000 -10 000 9 000-10000

South Central Queens Park Sunny Park Ballygunge C ir. Rd. Ballygunge ParkRd. Ballygunge Place Mayfair Road Goal Park Gariahat Rashbehari

8000-12000 8000 -12000 8000 -12000 8000-12000 5000 - 6000 7000 - 9000 5000 - 6000 5000 - 8000 5000-6 0 00

Devaloke - de Casa Location

SouthWest Alipore Behala

8 000 -12000 1600 - 2200

Batanagar & Maheshtala

1400- 2600

Type of Development

South Lansdown Road Bhawanipore P.A. Shah Road Jadavpur Tollygunge

6 000 - 8000 6000 - 7000 3 500 - 6500 3 000 - 3500 3300 - 4000

South East Garia Narendrapur R.B.Connector

2200 -3200 180 0 - 2400 410 0 - 46 00

Kumrakhali, Sonarpur Station Road Apartment

No. of Units

288 (approx)

Expected Launch

February 2010

Expected Completion

February 2013

Developer

Devaloke Group

East Salt Lake

3000- 4500

Beleghata

2500-3000

Howrah

Kankurgachi

4000-5500

Dobson Road 2500- 3200 GTRoad (South) 2500-3000

EM Bypass (Central) 4500-6000 New Town

2200-3500

RESIDENTIAL LEASE RATES MAJOR ZONES

Rs./sq.ft./month

NORTH KOLKATA Shyambazar

12-15

V.I.P Road

10-15

EAST KOLKATA Salt Lake

Location

15-20

Type of Development

E.M.Bypass (Central)

25-30

CENTRAL KOLKATA Park Street, Theatre Road

25-35

Expected Launch

January 2010

15-20

Expected Completion

10-15

Tollygunge

10-15

Developer

July 2013 Bengal NRI Complex Ltd.

FORECAST

SOUTH - WEST KOLKATA Alipore

30-35

Behala

8-10

SOUTH - CENTRAL KOLKATA Ballygunge (Prime Areas)

30-40

Ballygunge (Other Areas)

25-35

SOUTH - EAST KOLKATA 12-15

Garia

8-10

Narendrapur

8-10

Source: NAI NK Realtors Research

Apartment, Duplex & Penthouse 1,100 (approx),

Jadavpur

E.M.Bypass (Near Rash Behari Connector)

Chowbhaga, Near Ruby Hospital

No. of Units

SOUTH KOLKATA Prince Anwar Shah Road

Urbana

From the beginning of new year, prices are likely to go up by 5% to 10% in the MIG and upper MIG sectors. Demand and prices in the premium segment are likely to remain stagnant up to the first quarter of 2010. Peripheral areas are likely to see more new large projects in the sub 20 lakh category.


LAND AND HOSPITALITY

2009 Year End Market Review

KOLKATA LAND MARKET

KOLKATA HOSPITALITY MARKET

Fall in home loan interest rates and stability in housing price have made the housing sector more affordable over the last twelve months. The city residential demand started picking up in April 2009 and the demand of residential land is high since then. Developers are increasingly looking for large chunk of land to cash in on the current demand situation.

Hospitality industry in kolkata is back to the business again. Most of the star hotels in Kolkata had kept up their brisk business on the back of high profileweddings, conferences, sports events and corporate movements in the fourth quarter of 2009.

With the early sign of revival in residential real estate market, land owners are also trying to cash in on the increased demand of land after a lull. With the gradual stabilization of the market, developers have started acquiring land parcels. However, few transactions have occurred on an unrealistic price against the current market trend. This is due to the dearth of land availability in localities such as Ballygunj, Alipore, Salt Lake etc. Due to the wait and watch policy adopted by the developers during the recession, demand has gone up post recession. And this has led to the rise in land prices to unrealistic level in some pockets.

SIGNIFICANT TRANSACTIONS Company

Location

Size

Rate

(Acre)

Rs./Acre

Ideal Group

Alipore (Rosui Factory)

3.817

22.26 Crore

Ideal Group

D.H. Road, Thakurpukur

3.75

undisclosed

Ideal Group

GT Road, Howrah

4.00

undisclosed

3.00

37.00 Crore

Sunshum Properties EM Bypass(Behind Science City) South City Projects Salt Lake, Sector-V WIPRO

Rajarhat

Two small land parcels 40.00 Crore 50.00

1.50 Crore

The overall land prices in Kolkata and its micro market corrected nearly 20-25 per cent between December’07 and December’08. Land rates started picking up from July’09 and currently stands at December’ 07 level. The rise in land price in few pockets are much higher than the December,07 level such as Alipore, Ballygunge,Gariahat, Jodhpur Park, Garia etc.

RESIDENTIAL LAND RATES Area

Rates (Rs./Cottah)

Alipore (prime areas) Ballygunge (prime areas) Ballygunge (other areas) Park Street, Theatre Road Gariahat, Rashbehari Shyambazar V.I.P Road Salt Lake Jodhpur Park, Jadavpur Tollygunge, Behala Garia, Narandrapur, Kona Joka, Pailan Jessore Road, B.T. Road Madhyam Gram Developable land in fringe areas

7.00-10.00 7.00 -10.00 5.00 - 7 .0 0 10.00 -1 0.2 5 5.00 - 7. 50 2.50 - 4 .50 2.00 - 3.00 1.0 0- 3 .2 5 1.50 - 5.00 1.00 - 2 .00 0 .60 - 1.00 0.20 - 0 .5 0 0.30 - 2 .00 0.40 - 0 .7 0 0.10 - 0. 30

million " " " " " " " " " " " " " "

Source: NAI NK Realtors Research

Kolkata has witnessed a dearth in room availability in November and December due to the increased corporate movements, several high-profile weddings and international convention which has helped to rise the occupancy level among the star hotels. The average occupancy in the city star hotels were in the range between 70% and 75% at the end of fourth quarter of 2009. At the onset of peak season, most of the star category hotels in the city have jacked up room rates in the range of 15-20 per cent in the beginning of third quarter. The growth in room rent in Kolkata was quiet high among the major cities across India and stood only after Delhi . The shortage of star-category rooms in Kolkata that were to fill up by the proposed 18 to 19 national and international hotel chains by 2011-2012 adding over 5,000 rooms now seems to be a distant dream. Around two third of the proposed hotel projects either have delayed or shelved due to the economic crisis. Eastern Metropolitan Bypass and New Town in Rajarhat are the two important locations in Kolkata where most of the upcoming hotel projects have been planned and currently have only two projects underway - The Taj Gateway hotel project on the E M Bypass and Swissotel, a five-star hotel at City Centre-2 in New Town by Ambuja Realty.

NEW PROJECTS TO UNVEIL Shristi Infrastructure Development Corporation Ltd. has partnered with global hospitality major Westin Hotels & Resorts to develop a around 323 room 5star business hotel at Rajarhat. The hotel is expected to be ready for the guest by end of2011. Welside Hotels & Resorts Pvt. Ltd. Will develop a boutique concept Hospitality project on six acres at Donnagar, Madhyamgram near the NSCB airport in two years. Indian Tourism Development Corporation (ITDC) and Kolkata based Shelter Group will develop a 220 room five star Hotel at Birati which is also very near to airport. VIDEOCON group is making a forey into the hospitality business and is planning to set up a hotel at its upcoming IT Park at Salt Lake Sector-V.


WAREHOUSE AND INVESTMENT

2009 Year End Market Review

KOLKATA WAREHOUSE MARKET

KOLKATA INVESTMENT MARKET

Kolkata warehouse market has managed to obtain rental growth in the last six months despite the recent economic crisis when most of the potential sectors like FMCG, organized retail and engineering were minimizing expenses. This is because the warehouse segment is the least developed on the market of commercial real estate in Kolkata and the number of modern warehouses are very less which can fulfil the demand of international and domestic companies.

With the improving economic climate leading to revival of real estate, the investment real estate market in Kolkata began to improve since the end of second quarter of 2009.

SUPPLY Due to the lack of available financing and high market risks, developers postponed the new construction in 2009. The current inventory of warehousing space in greater Kolkata is around 3 million sq.ft. and around 1.8 million sq.ft. new supply will be added by 2011.

SUPPLY IN PIPELINE Company CCI Logistics Maa Ambe Keventer Agro Meeri Chai Co. South City Anmol Projects

Location NH6 (Chamrail) NH2 (Dankuni) Barasat Road Budge Budge Trunk Rd. NH6 (Jagadishpur)

Sq.ft. 5,00,000 3,00,000 5,00,000 3,00,000 5,00,000

SIGNIFICANT TRANSACTIONS Tenant MRF Tyers AIRTEL Adani group

Location

Sq.ft.

NH2 Barasat Road Taratala

20,000 20,000 20,000

RENTS AND VACANCY The average vacancy rates in the NH6 (20%), NH2 (10%) and Taratala area (5%) has remained more or less same over the last twelve months. Growing demand and shortage of quality space together exerted considerable upward pressure on rents. Over the last six months, rents have risen by almost 18% in NH6 area, 9% in NH2 area, 22% in Taratala-Hide Rd. area, 7% in Budge Budge Trunk Rd. area and 30% in Barasat-Madhyamgram area. Area

The investors sentiment have improved over the last few quarters on the back of fall in interest rate, stability in pricing, recovery in the share market, improvement in the job market etc. With the growing residential demand together with the launch of a number of properly priced affordable housing projects in some locations like Rajarhat, B T Road, Kona, Behala and Narendrapur, the residential sector in Kolkata is currently on the radar of potential investors both from within and outside of Kolkata. This is the right time for buy-to-sale investment as residential prices have just started picking up and banks are disbursing housing loans in attractive rates.

Rates (Rs./Sq.ft.)

NH-6 NH-2 Taratala, Hide Road Budge Budge Trunk Road B.T. Road

11 -15 10 -14 15 -18 14 -18 10 -14

Barasat-Madhyamgram

12-14

FORECAST Demand is exceeding supply currently and this trend will continue till 2011. Demand will be more from the Telecom, Electronics, Organized Retail and FMCG sectors. Recovery of the warehouse property market will depend largely on economic stabilization. The faster the pace of economic growth, the more activity in the warehouse market.

As the economy started looking up, the demand for commercial properties in Kolkata have started picking up over the last three quarters. High demand from the telecom, engineering, entertainment & media and BPO have helped the Kolkata office sector to tide over the impact of economic slowdown. Currently a significant number of commercial spaces with all the modern facilities in Salt Lake, Sector-V and Rajarhat area, either ready or yet to get ready are available for lease. Investing on these properties for over a medium to long term would fetch considerable return. Fall in consumer sentiments led to reduced retail activity and unrealistic rentals affected the retail sector very hard over the last one year. Drop in yield coupled with low leasing activity and high vacancy rates particularly in the malls have led investors to stay away from retail. The situation is likely to continue over the next two quarters.

SECTOR WISE TREND IN RETURN ON INVESTMENT ROI% 16% 12% 8% 4% 0%

Residential Dec’08

Commercial June’09

Industrial Dec’09

FORECAST Number of private investors opting to invest in real estate would be more in future due to the uncertainty in other sectors such as stock market, commodity market etc. Source: NAI NK Realtors Research


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NAI NK Realtors is a real estate service provider and provides real estate services to both local and global clientele.

NAI NK Realtors services include multi-site acquisitions and

dispositions, sublease, tenant representation, lease administration and audit, site searches, finance and investment services, demographic analysis, feasibility analysis, due diligence and related consulting and advisory services. For more information, visit NAI NK Realtors Web site at: www.nkrealtors.com This report contains information available to the public and NAI NK Realtors accepts no responsibility if this should prove not to be the case. No warranty or representation, express or implied, is made to the accuracy or completeness of the information contained herein. The same is submitted subject to errors, omissions, change of price, rental or other conditions, withdrawals without notice.

36/1A, Elgin Road Kolkata 700020 India Tel : 91 33 40401010 Fax : 91 33 40401040 E-mail : info@nkrealtors.com Web : www.nkrealtors.com


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