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Motilal Oswal Alternates achieves first close at ~INR 1,250 Cr for its sixth real estate fund

Mumbai 21-Feb-2024

Motilal Oswal Alternates achievesfirst close at ~INR 1,250 Cr for its sixth real estate fund

Mumbai, 21stFebruary 2024: Motilal Oswal Alternates (“MOAlts”), the alternative investments arm of Motilal Oswal Financial ServicesLimited has announced the first close of IndiaRealty Excellence Fund VI (IREF VI), its sixth real estate fund. The Fund,launched with a target corpus of INR 2,000 Cr (including a green shoe of INR500 Cr) has received commitments aggregating ~INR 1,250 Cr in the first close.

MO Alts, till date, has invested capitalin the real estate sectorthrough five real estate funds.The Firm also manages other standalone and proprietary investments in the real estate space. MO Alts is a seasoned real estate manager and has till date undertaken more than 150 investments and funded ~INR 7,500 Cr across50 developers in India. They have also successfully exitedmore than 85 investments and generated an IRRof more than 20% from their pre-approval bets.

IREFVI will strategically focus on early-stage investments pre-dominantly inmid-income/affordable residential projects across India''s top 8 cities,including Mumbai, Delhi-NCR, Pune, Bangalore, Chennai, Hyderabad, Kolkata andAhmedabad.

ThisFund has been raised from high net worth individuals, non-resident Indians andfamily offices/corporates. The Fund is set up as an alternative investment fund(AIF Category II).

MO Alts is the alternative investments platform of MotilalOswal Financial ServicesLimited. The cumulative AUM under MO Alts is more than USD 2 billionacross growth stage private equity and real estate verticals.

Mr. Vishal Tulsyan, MD & CEO, MO Alts said “This marks thelargest and the fastest first close for our realestate funds to date. This successful fund raise amidsta bullish equity market underscores the unwaveringconfidence our investors have placed in our capabilities. We are very optimisticabout the real estate market as we foresee a period of robust growth ahead.Moving forward, we are committed to strengthening our position as a leadingcapital provider for real estatesector by capitalizing on a myriadof opportunities in the years to come.”

Mr. Saurabh Rathi, Co-Head(Real Estate) at MO Alts said “The Indian realestate market has exhibited remarkable resilience and growth in recent years.The residential sector has witnessed decadal high demand while the officemarket has demonstrated strong absorption nearing the pre-pandemic peaks. With sectoralindicators projecting continued momentum, the demand for early-stage capital has become increasingly pronounced. We are dedicated to addressing this need byleveraging our strongtrack record, conservativeunderwriting practices and robust risk management framework.”

Mr. Anand Lakhotia,Co-Head (Real Estate) at MO Alts said “We are immensely grateful to our investors, including those who have previouslyinvested in our funds, for their continued trust in our investment expertise. With tightening restrictions on Banks and NBFCs regardingcapital usage and a promisingoutlook for the real estate market,we are strategically positioned to capitalize on emerging opportunities. The deal flow looksvery promising as we have already built a robust pipeline of investmentopportunities across major cities at attractive risk-adjusted yields which areat various stages of evaluation.”


 

About MO Alts RE Platform

MO Alts is the alternative investments arm of Motilal OswalFinancial Services Limited (MOFSL). MO Alts RE Platform is currentlymanaging five real estatefunds, namely India Realty ExcellenceFund (IREF), India Realty Excellence Fund II(IREF II), India Realty Excellence Fund III (IREF III), India Realty Excellence Fund IV (IREF IV) and India Realty Excellence Fund V (IREF V)along with other standalone & proprietary Investments. Today, cumulativeAUM under MO Alts RE Platform stands at more than INR 7,500 Cr. IREF, launched in 2008 was an ~INR 164 Cr domestic real estate fund focused on equity investments in real estate projects in top three cities inIndia viz. Mumbai, Pune and Bangalore. IREF made 7 investments and has secured exits in all 7 investments. On the back of its success, MO Alts RE Platform launchedIREF II - an INR 489 Cr domestic real estate fund. IREF II has made 14 investments till date (includingre-investments) and secured 13 exits at an investment level IRR of 19.6%. The third fund, IREF III is an INR 1031 Cr domesticreal estate fund focusing on early stage structured/ mezzanineinvestments. IREF III has made 26 investments across the top 6 cities in India with established developers and secured 18 exits at an investment level IRRof 21.0%. The fourth fund, IREF IV is an INR 1155 Cr domestic real estate fundfocusing on early stage structured / mezzanine investments. IREF IVhas made 37 investments acrossthe top 7 cities in India with established developers andsecured 20 exits at an investment level IRR of 20.6%. The fifth fund, IREF V isan INR 1215 Cr domestic real estate fund focusing on post approval projects.IREF V has made 15 investments till date and secured 3 exits at an investmentlevel IRR of 18.1%.

 

Formore details, contact:

Rohini Kute

Head of GroupCorporate Communications,

Motilal OswalFinancial Service Ltd

Rohini.kute@motilaloswal.com / 9820196838