Read before you allocate.
Plain-English, sourced analysis on the Indian real-estate reallocation, the regulatory landscape, and how Acerly designs its product around them.
Market thesis · 8 min read
The Great Reallocation: why Indian capital is moving to tangible assets
A bifurcated market — speculative excess in F&O, structural unaffordability in housing — is pushing affluent Indian capital toward professionally managed, yield-bearing real assets.
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Affordability · 6 min read
Why a Mumbai home now costs 34 years of salary
Mumbai's house-price-to-income ratio has expanded from 3.5x in 2007 to 34x in 2025 — nearly four times more unaffordable than Manhattan after adjusting for wages.
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Legal architecture · 7 min read
India vs Dubai: why deed-tokenization cannot be copy-pasted here
Dubai's tokenization moves rely on a unified Land Department and a single registry. India's land-title, stamp duty, and securities regime requires a different design — one Acerly has architected from the ground up.
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Regulatory landscape · 5 min read
SM REITs, AIFs, and the gap Acerly fills
SEBI's SM REIT framework is genuine progress but leaves mid-market private structures underserved. Acerly sits in the structured-private middle between informal pooling arrangements and large regulated wrappers.
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Yield mechanics · 4 min read
The yield gap: residential vs Grade-A commercial
Residential rental yields of 2.5–3.5% cannot service Indian mortgage rates. Grade-A commercial yields of 7–10% can — but require a SPV structure to be accessible.
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Investor 101 · 5 min read
What investors actually own on Acerly
Plain-English explainer of SPV shares, CCDs, beneficial interests, and why this matters more than a flashy 'token' label.
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