Growth · Real Estate Strategy
Expansion Radar
Where Cadabam's should open next — argued with unserved demand, rent economics, GCC hiring signal and competitor supply, not instinct.
Micro-markets scored
148
Refreshed weekly
Unserved demand
7,400 beds
▲ 42%in 6 weeks
Top payback
27 months
Sarjapura
Competitor openings
19
Next 12 months
Verdict mix across scored markets
Share of the 148 scored micro-markets
148
Scored
Unserved enquiry index
Aggregated overflow, waitlists and CRM demand
Scoring factors
Blended weights behind the market score
Unserved demand88
Rent economics74
GCC hiring signal81
Competitor gap63
Commute reach77
Talent density85
Candidate micro-market scoring
Ranked by blended demand, supply and payback signal
| Market | Unserved beds | Rent ₹/sq ft | Competitor supply | GCC signal | Score | Payback | Verdict |
|---|---|---|---|---|---|---|---|
| Sarjapura, Bengaluru | 1,240 | 68 | Moderate · 3 operators | High | 92 | 27 mo | Pursue |
| Mangaluru Kadri | 980 | 54 | Low · 1 operator | Medium | 87 | 31 mo | Pursue |
| Kochi Kakkanad | 860 | 61 | High · 4 openings planned | Medium | 79 | 38 mo | Diligence |
| Indiranagar, Bengaluru | 740 | 58 | High · supply glut risk | High | 71 | 46 mo | Monitor |
| Hebbal, Bengaluru | 690 | 49 | Moderate · 2 operators | Medium | 66 | 34 mo | Diligence |
| Electronic City, Bengaluru | 610 | 63 | Low · 1 operator | High | 84 | 29 mo | Pursue |
| Rajajinagar, Bengaluru | 420 | 79 | High · saturated | Low | 52 | 58 mo | Pass |
| Kanakapura Road, Bengaluru | 380 | 84 | Low · premium niche | Medium | 61 | 44 mo | Monitor |
| Vijayanagar, Mysuru | 340 | 41 | Low · 1 operator | Low | 58 | 48 mo | Monitor |
| Kuvempunagar, Mysuru | 290 | 38 | Low · none live | Low | 55 | 51 mo | Monitor |
| Hebbal Mysuru, Mysuru | 260 | 35 | Low · none live | Low | 49 | 55 mo | Pass |
| Chennai Anna Nagar | 520 | 44 | Moderate · 2 operators | Medium | 73 | 36 mo | Diligence |
| Kochi Kakkanad · Sector 30 | 410 | 57 | Moderate · 2 operators | Medium | 68 | 39 mo | Monitor |
| Hubballi Vidyanagar | 380 | 39 | Low · premium niche | Medium | 64 | 42 mo | Diligence |
| Bannerghatta, Bengaluru | 480 | 66 | Moderate · 3 operators | Medium | 69 | 37 mo | Monitor |
| Hennur, Bengaluru | 560 | 62 | Moderate · 2 operators | Medium | 72 | 35 mo | Diligence |
| Hyderabad BKC Fringe | 890 | 96 | High · saturated core | High | 76 | 49 mo | Diligence |
| Mangaluru Bejai | 610 | 47 | Low · 1 operator | Medium | 75 | 33 mo | Pursue |
| Kochi Kharghar | 340 | 45 | Low · none live | Low | 57 | 47 mo | Monitor |
| Chennai T Nagar | 300 | 37 | Low · 1 operator | Low | 60 | 45 mo | Monitor |
| Hubballi Wardha Road | 350 | 36 | Moderate · 2 operators | Low | 54 | 50 mo | Pass |
| Vijayawada Patamata | 180 | 29 | Low · none live | Low | 44 | 60 mo | Pass |
| Vijayawada Benz Circle | 210 | 31 | Low · none live | Low | 47 | 57 mo | Pass |
Commute basins & catchment
Talent reach around top candidate markets
Sarjapura
6 km / 35 min2.1 L IT workforce
Anchors: IT parks along the Sarjapura-Wagholi corridor
Mangaluru Kadri
8 km / 40 min1.6 L BFSI + manufacturing HQ staff
Anchors: Kadri industrial-to-office conversion corridor
Kochi Kakkanad
5 km / 28 min1.4 L IT/ITES employees
Anchors: Kakkanad IT belt, metro connectivity
Competitor openings
Tracked supply moves in candidate markets
Competitor · Sarjapura Annex
Q3 FY2545k sq ft managed campus, targeting GCC anchor tenants.
Competitor · Indiranagar Phase 2
Q4 FY25Third operator entering the micro-market — supply glut risk rising.
Competitor · Kochi 62 expansion
Q1 FY2620k sq ft, aggressive pre-leasing discounts reported.
Competitor exit · Mangaluru
Q2 FY26Rumoured exit from Mangaluru Kadri — clears a competitive slot.
Shortlisted sites
Live diligence with capex and payback economics
Sarjapura · ITPL Road
68,000 sq ft
Capex
₹18.4 Cr
Payback
27 months
IRR
34%
Size
68,000 sq ft
Anchor GCC in advanced LOI talks for 400 beds.
Mangaluru · Kadri
52,000 sq ft
Capex
₹11.2 Cr
Payback
31 months
IRR
29%
Size
52,000 sq ft
Rent 22% below Bengaluru core, strong BFSI back-office demand.
Kochi · Kakkanad Metro
40,000 sq ft
Capex
₹9.6 Cr
Payback
38 months
IRR
22%
Size
40,000 sq ft
Competitor openings warrant a phased 2-floor entry.
Demand heat by micro-market × industry
Unserved demand intensity, 0-100 scale
How the scoring model works
From raw signals to a ranked, financed shortlist
Ingest demand
Pool unserved enquiries, waitlists and CRM overflow by micro-market and pincode cluster.
Overlay supply
Map live and planned competitor centres, rent benchmarks and vacancy against the same grid.
Weight signals
Blend GCC hiring announcements, commute isochrones and talent density into a 0-100 score.
Model payback
Run capex, fit-out and stabilised-occupancy assumptions to rank sites by payback and IRR.
Recommended actions
Next moves from the market radar and finance modeller agents
Fast-track Sarjapura LOI
Anchor GCC discussion is live — lock the 68k sq ft site before a competitor's Q3 opening.
Deepen Mangaluru Kadri rent survey
Confirm 22% rent discount holds across 3 comparable buildings before committing capex.
Watch Indiranagar supply
Hold off until competitor Phase 2 lease-up data is visible — re-score in 90 days.
De-prioritise Rajajinagar
Saturated with premium supply and thin unserved demand; redirect scouting budget elsewhere.
Expansion radar insights
What's shifting the shortlist this cycle
Sarjapura payback improving faster than modelled
AheadActual payback tracking 3 months ahead of the original 30-month projection as pre-leasing demand firms up.
GCC hiring signal strongest in Whitefield
OpportunityNew GCC headcount announcements in the last quarter make Whitefield the highest-confidence unserved-demand read.
Competitor supply accelerating in two markets
Time-sensitive19 tracked openings in the next 12 months, concentrated in Gachibowli and Sarjapura — narrows the window to act.