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STAKEHOLDERS is an executive audio briefing hosted by Rohit Sinha (Senior Legal Analyst), engineered specifically for family offices, institutional investors, and HNWIs navigating global luxury and commercial real estate. The show bridges complex macroeconomic data and regulatory shifts with actionable wealth preservation strategies.

Episodes

  1. 3h ago

    UAE Real Estate & Logistics Boom_Q3 2026

    Despite a seven-month regional conflict and shipping disruptions in the Strait of Hormuz, the UAE’s core real estate and industrial sectors are posting remarkable growth. In this solo analytical briefing on Stakeholders, we break down the data from CBRE’s Q3 2026 UAE Real Estate Market Review and September 2026 UAE Industrial & Logistics Report. Discover how the UAE’s exit from OPEC, rapid fiscal stimulus, and a permanent "Zero Reliance" infrastructure sprint along its east coast are driving double-digit rental growth in commercial offices and warehouses—even as broader GDP forecasts contract. Key Topics Covered: ​Macroeconomic Buffers: How surging oil production (5.26 mbpd) and record non-oil trade (AED 1.937 trillion) offset travel and transit headwinds.​Commercial Office Scarcity: Why Grade A rents jumped 12% in Dubai and 29% in Abu Dhabi's ADGM amid massive institutional inflows.​Residential & Hospitality Divergence: Comparing Dubai’s residential rent moderation with Abu Dhabi’s off-plan boom, plus the post-March aviation rebound.​The East Coast Infra-Sprint: How Fujairah, Khor Fakkan, Etihad Rail, and Hafeet Rail are permanently bypassing the Strait of Hormuz and fueling a 25% industrial rent surge in key submarkets.🎙️ Your strategic move starts here __ 🌍 LinkedIn | @askrohitsinha 📰 Coffee Affairs Newsletter 🧭 Email: askrohit@coffeeaffairs.in __ CHAPTERS 00:00 – Intro: The Q3 2026 UAE Macroeconomic Paradox 02:30 – Segment 1: OPEC Exit, Fiscal Stimulus & The PMI Rebound 06:30 – Segment 2: Commercial Offices — Structural Scarcity in DIFC & ADGM 10:30 – Segment 3: Residential, Hospitality & Retail — Dubai vs. Abu Dhabi Divergence 15:00 – Segment 4: The East Coast Infra-Sprint & Industrial Real Estate Boom 21:00 – Conclusion: Three Strategic Takeaways & The 2027 Recovery Outlook

    UAE Real Estate & Logistics Boom_Q3 2026

  2. 2d ago

    India’s Warehousing Boom_Q3 2026

    India’s industrial real estate sector defied $100+ crude oil, a weakening Rupee, and an RBI rate hike to post 55.9 million sq ft in year-to-date leasing (+14% YoY). Tailored for family offices, institutional investors, and HNWIs, this episode explores why Mumbai single-handedly generated 81% of the nation's net warehousing growth, how manufacturing is decentralizing beyond traditional auto hubs, and what the acute Grade A supply gap means for capital allocation heading into 2027. 🎙️Your strategic move starts here. __ 🌍 LinkedIn: @askrohitsinha 📧 Email: askrohit@coffeeaffairs.in __ CHAPTERS 00:00 Intro: Why Institutional Warehousing Is Defying Gravity 02:15 The Macroeconomic Storm: $100 Oil, RBI Rate Hikes & Market Resilience 06:30 The Manufacturing Revolution & The 3PL Outsourcing Surge 12:00 City-by-City Breakdown: Why Mumbai Drives 81% of National Growth 16:15 Flight to Quality, Grade A Scarcity & The 2027 Capital Outlook 18:45 Outro: Strategic Takeaways for Capital Allocators ___ 🧭 Navigate COLLAB (Coming soon)

    India’s Warehousing Boom_Q3 2026

  3. 6d ago

    AI & Commercial Real Estate

    Is Artificial Intelligence a threat to physical space, or the ultimate economic engine for property demand? In this episode of Stakeholders, host Rohit Sinha strips away the macro hype to look at the structural forces moving real estate. We conduct a deep-dive analysis of Cushman & Wakefield’s landmark 10-year report, “AI Impact on Commercial Real Estate: The Next 10 Years”. 🎙️Your strategic move starts here __ CHAPTERS 00:00 - Intro: AI & Macro Hype 01:14 - Scenarios (Baseline, Upside, AI Bust, and Displacement) 05:01 - Sector Exposure (Office, Industrial, Retail & Multifamily) 08:52 - Regional Divergence (US, Europe, and Asia-Pacific) 11:54 - Playbooks for Occupiers and Investors 14:26 - Outro: Preparation vs. Prediction __ 🌍 ⁠⁠LinkedIn⁠⁠⁠⁠ | @askrohitsinha ⁠📧 ⁠askrohit@coffeeaffairs.in⁠

    AI & Commercial Real Estate

  4. Oct 30

    Quick Commerce

    This episode explores quick commerce growth in India and its impact on real estate and logistics based on a report projecting significant urban logistics demand by 2030, referencing insights from CBRE. 🎙️ Your strategic move starts here __ CHAPTERS 00:00 – The Q-Commerce Evolution & Market Landscape 04:09 – Inside the Dark Store: Operations & Real Estate Blueprints 08:08 – Infrastructure Challenges: Power, Traffic, & Compliance 10:14 – The Billions in Funding & FDI Regulations __ 🌍 ⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | @askrohitsinha ⁠📧 ⁠⁠⁠askrohit@coffeeaffairs.in⁠⁠

    Quick Commerce

  5. Oct 23

    Vikisit Bharat

    The macroeconomic surge is driving India's unprecedented infrastructure boom. We explore capital expenditure projections, Morgan Stanley’s GDP outlook, and the massive expansion of the National Infrastructure Pipeline. From the rise of Indian REITs to the modernisation of railways and highways under PM Gati Shakti, discover the key strategic takeaways and green transition strategies shaping India's economic future towards Viksit Bharat 2047. 🎙️Your strategic move starts here __ CHAPTERS 00:00 Economic Growth & GDP Projections. 01:52 Real Estate & Infrastructure Pipelines. 02:37 Modernising Transport & Logistics (PM Gati Shakti). 04:36 Green Transition & Strategic Takeaways. __ 🌍 ⁠LinkedIn⁠⁠⁠ | @askrohitsinha ⁠📧 ⁠askrohit@coffeeaffairs.in

    Vikisit Bharat

  6. Season 2 Trailer

    Stakeholders

    Welcome to my podcast, it’s an executive audio briefing hosted by Rohit Sinha (Senior Legal Analyst-Real Estate), engineered specifically for family offices, institutional investors, and HNWIs navigating global luxury and commercial real estate. The show bridges complex macroeconomic data and regulatory shifts with actionable wealth preservation strategies. 🎙️Your strategic move starts here __ 🌍 ⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | @askrohitsinha ⁠📧 ⁠⁠⁠askrohit@coffeeaffairs.in⁠

    Stakeholders
  • 1 Trailer
    5 Episodes

Trailer

About

STAKEHOLDERS is an executive audio briefing hosted by Rohit Sinha (Senior Legal Analyst), engineered specifically for family offices, institutional investors, and HNWIs navigating global luxury and commercial real estate. The show bridges complex macroeconomic data and regulatory shifts with actionable wealth preservation strategies.

Information

  • Creator
    Coffee Affairs
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Coffee Affairs
  • Show Website
    Stakeholders