Demand · 07
Demand intelligence
Every call produces a reason, and reasons aggregate into something a market report cannot give you: priced, dated, named evidence about demand you could not serve.
Conversations analysed
1,310
Last 30 days, Bengaluru cluster
Live requirements unserved
593
▲ 19%vs 8 months ago
Competitors named
999
Across all conversations
Weighted win rate
53%
▲ 6%8 month trend
Why a live requirement did not convert
No availability in the right micro-market
Expansion pipeline evidence
Rate per bed
Incentive or tenure trade
Move-in date mismatch
Callback timed to notice period
Lock-in and notice terms
Commercial policy
Parking ratio
Centre level fix
Stayed with incumbent landlord
Nurture at next expiry
Note the top line
The largest single loss reason is not price. It is not having the right space in the right micro-market, which is a capital allocation signal rather than a sales problem. Twenty eight per cent of lost live requirements is the strongest argument in this console for where the next centre goes.
Unserved demand, by micro-market
Operators raised in comparison
| Operator | Raised | We won | Where |
|---|---|---|---|
| Smartworks | 284 | 47% | Indiranagar and Hebbal |
| Awfis | 241 | 58% | Kanakapura and Electronic City |
| The Daftar | 186 | 52% | Sarjapura and Bannerghatta |
| Smartworks | 118 | 44% | Indiranagar |
| DevX | 96 | 63% | Whitefield and HSR |
| Cohesion Mental healthcare | 74 | 61% | CBD and Jayanagar |
Unserved demand, 8 month trend
Rising faster than win rate is closing the gap
Rate tolerance among unserved requirements
Top micro-markets, month over month
What the demand book is telling capital allocation
970 of 1,238 unserved requirements would pay at or above quote
PricingRate is not the blocker for the majority — availability in the right micro-market is. That argues for capacity over discounting.
Sarjapura and Hebbal alone account for over 30% of unserved demand
Site selectionConcentrated enough that a single well-placed centre addressable within 18 months materially closes the gap in this cluster.
Win rate against named competitors has improved 6 points in 8 months
CompetitiveHeld broadly across operators, suggesting the gain is in Aiera's qualification quality rather than a single competitor's misstep.
The point of this screen
1,238 live requirements in Bengaluru could not be served from current inventory.
Concentrated in Sarjapura and Hebbal, with a stated bed count, a stated move-in window and a stated rate tolerance against each one. That is demand evidence for the expansion committee that arrives dated and priced, rather than a market report that arrives quarterly and agrees with whatever was already decided.