A Goldman Sachs report indicates that US and Indian equity markets are becoming less attractive due to lower free cash flow (FCF) yields as valuations rise, while European markets offer significantly higher yields. Concurrently, India's top-listed residential real estate developers experienced a moderation in pre-sales in Q1FY27, attributed to delayed project approvals, limited launches, and high year-ago bases, though underlying housing demand remains healthy.
Several Indian real estate companies, including BPTP Ltd and Smartworld Developers, are rethinking or shelving their initial public offering (IPO) plans, which were expected to raise around 15,000 crore, due to weaker housing demand, higher costs, and a more cautious investment climate.
'While salary increments are moderating compared to last year, not all functions are moving at the same pace.'
New completions in India's office real estate sector fell by 36 per cent to 9.7 million square feet in Q1 2026, the lowest in four quarters, primarily due to developers adopting a cautious stance amid global uncertainties, particularly in Bengaluru, Hyderabad, and Mumbai. Despite this, office absorption increased by 20 per cent, indicating strong occupier demand.
The Indian banking sector is projected to experience a steady 9-13 per cent industrial credit growth in the first half of 2026, driven by capital expenditure, infrastructure development, and sectoral demand recovery, according to a Ficci-IBA survey.
Lodha Developers plans to generate approximately 10,000 crore in sales over the next three to four years by monetising about 150 acres of land at its data centre park in Palava, part of the Mumbai metropolitan region (MMR). This strategy is a planned recurring pillar of their business, funding the build-out of 1 gigawatt of powered shell capacity and aiming for over 2,000 crore in annual rental income by FY32.
Corporate India is projected to offer salary increments ranging from 8.6 per cent to 10.2 per cent across various industries in the financial year 2026-27, primarily fuelled by a sustained demand for skilled and execution-focused talent, according to a TeamLease Services report.
The ongoing West Asia conflict is expected to severely impact the supply of affordable housing in India, as rising input costs further erode already thin developer margins. Fluctuations in crude oil and gas prices, coupled with higher freight costs, are driving up prices of essential construction materials like cement and steel, making new projects increasingly unviable for developers.
While gold continues to provide safety after its strong 2025 rally, well-chosen real estate investments held with a long-term view remain attractive.
Indian realty developers are contemplating price increases for ongoing and upcoming projects to offset margin pressures caused by rising input costs and supply chain disruptions, exacerbated by the West Asia conflict. Input and labour costs have surged by 5-12%, directly impacting developer margins, especially for under-construction projects.
The Enforcement Directorate (ED) conducted searches at multiple locations in Punjab and Chandigarh, including premises linked to an official in the CMO, as part of a money laundering probe against realty groups accused of fraudulent land use changes and investor fraud.
The Enforcement Directorate (ED) conducted searches at multiple locations in Punjab and Chandigarh, including premises linked to an alleged associate of a Punjab Aam Aadmi Party functionary, as part of a money laundering probe against two realty groups accused of fraudulent land use changes and investor fraud.
Do home prices really never fall? Ramalingam Kalirajan begs to differ.
The Enforcement Directorate (ED) conducted searches in Punjab and Chandigarh, targeting realty groups and individuals linked to an official in the Chief Minister's Office, as part of a money laundering investigation into fraudulent land use changes and investor fraud.
Deepika Padukone has raised concerns about the deteriorating air quality in Mumbai, India, highlighting the impact on residents, especially children. Her comments come amid growing concerns about pollution levels in the city, which have worsened in recent years due to construction, vehicular emissions, and industrial pollution.
Even as sectors across India embrace technological transformation, the construction side of the real estate industry continues to trail global trends. While technologies like Building Information Modelling (BIM), 3D printing, drone surveillance, and IoT-enabled smart building systems are increasingly common overseas, their adoption in Indian construction remains limited and largely experimental, developers said.
Real-estate firms have welcomed the Goods and Services Tax Council's reforms, expecting better affordability for buyers, spurring demand. The council has reduced the rate on cement from 28 per cent to 18 per cent, while the rate on sand lime bricks or stone inlay work and granite blocks has been cut to 5 per cent from 12 per cent.
Developers are entering one of the busiest construction cycles, with the top four firms planning launches worth Rs 1.13 trillion over the near to medium term, even as execution faces pressure from approval delays, labour shortages, rising costs, and contractor capacity limits across the industry.
India's top listed real estate developers - DLF, Lodha Group, Prestige Estates, and Oberoi Realty, excluding Godrej Properties - reported strong presales growth in the first quarter (Q1) of 2025-26 (FY26), even as earnings showed a mixed trend. According to Nomura, the top five developers - DLF, Lodha, Prestige, Oberoi, and Godrej - recorded a cumulative 59 per cent year-on-year (Y-o-Y) growth in presales.
The government's Budget announcements providing tax holiday for data centres, setting up of city economic regions (CERs) and funding to improve infrastructure in Tier-II and -III cities may give an indirect boost to India's realty sector, said industry executives.
'We are targeting a 2.5x to 3x increase in valuation by FY31.'
While investors would focus on the results and guidance for the third quarter of financial year 2025-26 (Q3FY26) in the normal course of business, the US-Israeli attack on Iran and the latter's retaliation at Gulf allies of the US has forced them to weigh the consequences of the event.
India's top listed real estate developers reported steady growth in Q4FY25, supported by healthy pre-sales, even as earnings reflected signs of moderation amid elevated housing prices and subdued launches.
'It would be similar to what happened during COVID-19.' 'They are not just losing income, but being pushed into distress.'
Office redevelopment is emerging as a key growth frontier for developers as India's commercial real estate market shifts towards quality, sustainability, and capital efficiency. With land parcels scarce in central business districts (CBDs) and demand for Grade A offices remaining strong, developers and investors are increasingly turning to ageing office stock in prime locations to unlock value.
Asia takes the lead, boasting four Indian cities on the list, according to the 2024 Savills Growth Hubs Index.
Part-I of this three-part series dives into Delhi-NCR's SPR, Sohna, Dwarka Expressway, and Jewar Airport leading the charge.
If you're a beginner eager to embark on wealth-building journey in the real estate sector, Karan Shetty shares this comprehensive guide on how to get started.
FDI inflows into India are expected to register robust growth in 2026, supported by strong macroeconomic fundamentals, big-ticket investment announcements, sustained efforts to improve the ease of doing business, and a new generation of investment-linked trade pacts.
India's hospitality sector is rolling out the red carpet for investors. A flurry of upcoming IPOs, or initial public offerings, the entry of new players, and ambitious expansion plans by Indian and global hotel brands are ushering in what could be the industry's most formalised era yet. Leading the charge are real estate titans, who are turning their hotel arms into global hospitality chains.
Currently, India has five publicly listed Reits: Brookfield India Real Estate Trust, Embassy Office Parks Reit, Mindspace Business Parks Reit Nexus Select Trust, and Knowledge Realty Trust.
'I can sanction projects worth Rs 20 trillion annually as of today.' 'But my system is only capable of executing projects worth Rs 3 trillion to Rs 4 trillion.'
India's market regulator is moving ahead to include real estate investment trusts (Reits) in benchmark indices in a phased manner, Sebi chief Tuhin Kanta Pandey said, while asserting that the regulator was working to strengthen the link between infrastructure building and the markets.
Developers based outside Mumbai are making a beeline for India's largest real estate market through redevelopment projects. These include Delhi-based DLF, Bengaluru-based Prestige Estates and Puravankara, Pune-based Kolte-Patil Developers and Vascon Engineers, and Hyderabad-based Ramky Estates.
The exit of Larsen & Toubro (L&T) from the Hyderabad Metro is a long-term positive for the stock. It could be a bullish trigger, alongside higher international orders, and new opportunities in segments like defence and data centres.
While demand for sub Rs 50-lakh affordable housing prevails, market players cite increased land rates, escalated construction costs and low margins as key prohibiting factors.
The recent blip in housing sales on a quarter-on-quarter (Q-o-Q) basis should not worry investors as the long-term prospects of real estate stocks remain on a strong foundation, according to analysts. In the first half of the calendar year 2024 (H1CY24), realty stocks surged up to 104 per cent. This sharp run should be used to book partial profit in related stocks, suggested Deepak Jasani, head of retail research at HDFC Securities.
The move will help address apprehensions as well as potential disputes on various computational and transitional issues such as the loss of input credits and pricing that were bound to arise on account of the change.
Housing demand should improve nationwide after the Reserve Bank of India (RBI) cut the repo rate by a larger-than-expected 50 basis points (bps) on Friday, said real estate industry executives. The rate cut comes after housing sales in top Indian cities in the first quarter of 2025 dipped 28 per cent due to skyrocketing residential property prices and geopolitical headwinds, according to Anarock.
Sonia Gandhi criticizes the Modi government's environmental policies, claiming they endanger the Aravalli hills and disregard environmental protection.
