Data Centre Realty: Lodha, Mindspace REIT Could See 20% Upside On $60 Billion Boom, Says Morgan Stanley

Morgan Stanley has projected a significant growth opportunity in the data centre sector, estimating a $60 billion boom that could benefit various realty developers in India. Among the frontrunners, Lodha and Mindspace REIT are highlighted as prime candidates for a potential 20% upside in their valuations. The report suggests that the demand for data centres is on the rise due to increasing digitalization and the growing reliance on cloud services. Furthermore, other notable players in the real estate market, including DLF and Prestige Estates, are also positioned to capitalize on this emerging trend. As the Indian economy continues to embrace digital transformation, the data centre market is expected to expand, presenting lucrative opportunities for investors and developers alike. This growth aligns with global trends in technology and infrastructure, reinforcing the importance of data centres in supporting the digital economy.