CapitaLand
RS
CapitaLand Investment

AI Investment Committee Copilot

Continuously analyses acquisition opportunities, valuations, rental yields, comparables, financing, occupancy, tenant concentration, cap rates, macro and ESG — and prepares the IC memo. The committee still decides.

1. Deal
2. Thesis
3. Financial model
4. Risks
5. Comparables
6. Sensitivities
7. Recommendation
Deals screened (QTD)
146
Memos generated
23
Analyst hours saved
1,840
+62%
Screening → memo
3.5 days
was 3 weeks

Deal pipeline

AI attractiveness score

Grade A office · Whitefield, Bangalore84
1.2M sq ft · ₹2,450 Cr · cap 8.1% · occ 92% · Memo ready
Logistics park · Chakan, Pune78
850k sq ft · ₹980 Cr · cap 8.6% · occ 100% · Modelling
Data centre land · Chennai Ambattur71
12 acres · 60MW · ₹610 Cr · cap — · occ — · Screening
Serviced residence · Tokyo Minato66
214 keys · ¥18.4B · cap 4.2% · occ 88% · Screening

Investment Committee Memo

Whitefield Grade A campus · draft v3

Deal
Acquire 1.2M sq ft Grade A campus, 92% leased, WALE 5.8 yrs, 41% tech tenants.
Thesis
Whitefield supply constrained to 2028; GCC demand +31% YoY; mark-to-market upside 14% on 38% of leases expiring by 2028.
Financial model
Entry cap 8.1%, stabilised yield 9.4% by Y3, levered IRR 16.2%, equity multiple 1.9x on 55% LTV at 8.4%.
Risks
Top 3 tenants = 34% of rent; 2 leases with early-break in 2027; power backup capex ₹38 Cr.
Comparables
Embassy TechVillage block (7.9% cap, 2025), Bagmane Constellation (8.3%), RMZ Ecoworld tower (8.0%).
Sensitivities
IRR 13.1% at +100bp exit cap; 14.8% at 85% occupancy; 17.5% with ₹6 rent upside.
Recommendation inputs
Proceed to binding offer subject to DD on early-break clauses and power infrastructure.

Investment intelligence

Eight-week operating trend · demonstrative data

Live model
Deals screened
158
Analyst time saved
77%
Human handoff
12%

Autonomy trajectory

Analyst time saved versus human handoff