“Dipan Mehta is structurally positive on the Real Estate sector, anticipating a potential multi-year upcycle driven by companies' increased focus on cash flows and transparency, even if the near term sees some cooling. He prefers names like DLF and Prestige for their annuity income streams, and also sees interest in commercial real estate plays such as WeWork, Awfis, and Phoenix Mills due to tight supply dynamics.”

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%