REAL ESTATE SECTOR

Neeraj Dewan sees consumer, realty and financials driving Diwali market rally
As Diwali approaches, markets have seen a strong rally led by large-cap banking and consumer stocks. Neeraj Dewan anticipates corporate earnings will drive future momentum, with consumer-facing sectors, financials like Jio Financial, and real estate stocks such as DLF and Max Real Estate showing promise for investors.

Emami Realty CEO Nitesh Kumar appointed MCCI infrastructure & realty council co-chairman
In an exciting development, Nitesh Kumar takes the helm as Co-Chairman of the Merchant's Chamber of Commerce & Industry's infrastructure and real estate council for the upcoming 2025-26 term. This role is a testament to his invaluable contributions to the real estate sector.

India’s office market heats up as demand outpaces supply for 6th straight quarter: Nuvama
India's commercial real estate sector is experiencing a strong upswing, with office space leasing outstripping supply for the sixth consecutive quarter. Vacancy rates have fallen significantly across major cities, while rents are rising, indicating healthy pricing power for developers. The tech sector and global capability centers are driving this robust demand.

From Mumbai to Pune: How young professionals are navigating property prices, 1 Finance study
India’s young workforce, with a median age of 28, is driving demand for homeownership, shaping urban development and economic growth. A study highlights affordability challenges, especially in Mumbai, where high property prices push young professionals toward suburbs. Strategic planning is crucial for talent retention, rental market balance, and sustainable urban growth.

Nomura sets Nifty50 target at 26,140 for March 2026, adds 3 stocks to preferred list
Nomura maintains its Nifty50 target at 26,140 for March 2026, adding Prestige Estates, Swiggy, and Titan to its preferred stocks list. The brokerage favours sectors like Financials, Autos, Cement, and Pharmaceuticals while remaining cautious on Capital Goods, IT Services, and Metals amid modest recovery expectations.

GCCs set to drive 40% India’s top 6 office markets’ leasing demand during FY26-27
Global Capability Centres are set to lease 50-55 million sq ft of office space by FY2027. This will boost India's top property markets significantly. The number of GCCs is expected to grow to over 2,500 by 2030. These centres are evolving into innovation hubs, driving demand for tech-enabled and green spaces. India's cost competitiveness and talent pool attract global firms.
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Insurance stocks set for better topline after GST changes: Nischal Maheshwari
As earnings season progresses, Nischal Maheshwari highlights positive trends in life insurance and asset management, favoring SBI Life and HDFC AMC. He advises caution on Axis Bank and Vodafone Idea, sees green shoots in IT despite AI concerns, and backs government-supported manufacturing and defense sectors. Consumption faces headwinds, but e-commerce shows promise, while real estate benefits from liquidity.
Samvat 2082: Bajaj Finserv AMC’s Nimesh Chandan says market like a coiled spring, poised for a rerating
India’s stock market is set for a rerating in Samvat 2082, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. With “markets like a coiled spring,” he expects a revival driven by consumption, metals, and real estate. From steady Nifty earnings to sectoral rotation, Chandan outlines why 2025 could mark India’s next big bull phase.
Festive, wedding season in India to generate Rs 7 lakh cr turnover this year
India's festive season and upcoming wedding period are projected to generate a substantial turnover exceeding Rs 7 lakh crore. This robust economic activity is driven by high consumer sentiment, a preference for local products, and improvements in the GST regime, boosting retail and wholesale trade across various sectors.
Vedanta’s Rs 17,000 crore acquisition of Jaiprakash Associates gets CCI nod
Vedanta Limited's acquisition of Jaiprakash Associates Limited has received approval from the Competition Commission of India. This marks a significant step in Vedanta's Rs 17,000 crore bid. Vedanta emerged as the highest bidder for Jaiprakash Associates, which operates in cement, real estate, and infrastructure. The deal involves an upfront payment and subsequent annual installments.
Home resale startup HouseEazy secures Rs 150 crore in Series B round
HouseEazy, a platform for resale homes, has secured Rs 150 crore in Series B funding. Accel led the round with existing investors also participating. This capital will fuel HouseEazy's expansion into new Tier-1 cities like Pune, Mumbai, and Bengaluru. The company aims to streamline home transactions, making them faster and more transparent for buyers and sellers through its technology.
Fractional ownership & lifestyle living - The Gen Z real estate playbook
Gen Z investors are reshaping India's real estate market, prioritizing lifestyle and flexibility alongside financial growth. They are embracing fractional ownership and seeking smart, sustainable, and wellness-oriented properties, influencing developers to adapt their offerings to meet these evolving preferences for long-term value.
Qatar to offer property titles, residency visas to foreign investors within days of real estate purchases
Qatar is set to offer property title deeds and real estate residency within days for foreign buyers investing at least $200,000. This initiative aims to streamline ownership and attract international investors, with permanent residency available for purchases of $1 million or more. The move supports Qatar's expanding real estate sector, which saw significant growth in Q2 2025.
Avenue Supermarts overvalued despite strong revenue growth: Sandip Sabharwal
Market strategist Sandip Sabharwal discussed Avenue Supermarts' high valuations and potential consolidation. He noted Tata Capital IPO's valuation is expensive despite a positive NBFC outlook. Sabharwal advised selectivity in real estate, favoring companies like DLF, and cautioned about oversupply risks in solar energy while seeing value in beaten-down IT stocks.
China’s visa uproar is part of a DeepSeek illusion
Beijing’s plan to attract foreign STEM talent through a new K visa, similar to the US H-1B, has triggered online backlash instead of praise. The initiative comes amid China’s slowing economy, weakened by a property market collapse that once made up nearly a third of GDP. While the Made in China drive has boosted high-tech industries like robotics and electric vehicles, it hasn’t replaced lost property-driven growth.
Bengaluru realty firms question need for Jakkur flying school NOC for projects
Credai Bengaluru is raising concerns over the municipal corporation's requirement for a no-objection certificate from the Government Flying Training School (GFTS) at Jakkur for project approvals. The association argues that GFTS's license has not been renewed since December 2023, and safety concerns make issuing a legitimate NOC impossible, leading to significant project delays.
Private equity in Indian real estate declines 15% in H1 FY26, deal sizes remain steady: ANAROCK Capital
Private equity investments in Indian real estate fell 15% YoY to USD 2.2 billion in H1 FY26, reflecting fewer transactions despite steady deal sizes and resilient interest across retail, commercial, and residential segments, according to ANAROCK Capital.
Investment in India’s real estate to sustain strong growth in 2025
India's real estate market is set for sustained growth, driven by investments in both existing office/retail assets and new greenfield developments. Capital inflows are targeting residential, data centers, and industrial sectors, with a notable shift towards opportunistic strategies due to constrained core office assets. This dynamic landscape reflects a maturing market balancing expansion and consolidation.
Equity investments in Indian real estate rise 48% to $3.8 bn in Jul-Sep: CBRE
Equity investments in Indian real estate surged 48% to USD 3.8 billion in Q3 2025, up from USD 2.6 billion a year ago, driven mainly by funding for land acquisition and construction, according to CBRE. For the first nine months of 2025, investments rose 14% year-on-year to USD 10.2 billion.
REITs and InvITs offer low-risk, mid-teen returns; ideal horizon is 5-10 years, says Embassy REIT CFO
REITs and InvITs offer investors stable, mid-teen returns with long-term growth potential, aligning with global equity classifications. Recent SEBI reforms enhance clarity and broaden participation, transforming India's commercial real estate market by institutionalizing the sector and democratizing investment opportunities.
PE investment in real estate down 32 pc in Jul-Sep to USD 1.5 bn: Savills
Private equity investment into the Indian real estate sector fell 32 per cent during the July-September period to USD 1.5 billion, according to Savills India.
Muted Q2 ahead for IT; realty faces mid-segment stress: Ambareesh Baliga
Indian IT firms face a muted September quarter. Investor hopes for a turnaround are tempered by analyst Ambareesh Baliga. The H-1B visa issue and AI adoption will shape the sector's future. Real estate shows polarized growth, favoring affordable and luxury segments. Investors should focus on developers in these areas. The market navigates global and domestic pressures.
India Inc's flex office demand doubles, but startups go leaner
India Inc. is significantly increasing its flex seat requests, more than doubling them to 53 this year, while startups are opting for leaner setups. This surge positions India at the forefront of the global flex movement, attracting substantial investment and transforming commercial real estate with projected flex space market penetration reaching 30% by 2030.
Karnataka real estate enters high-growth phase as CREDAI expands reach
Karnataka's real estate sector is experiencing a high-growth cycle, driven by infrastructure development, IT demand, and investor confidence. Bengaluru leads the market, with tier-2 cities like Mangaluru, Mysuru, and Belagavi emerging as new growth frontiers. CREDAI Karnataka is expanding its reach to foster this broad-based, sustainable growth.
Office investment makes a strong comeback, driving institutional real estate inflows in India
Institutional investment in India's office real estate surged 27% in Q3 2025, driving overall real estate inflows to $4.3 billion despite a yearly dip. Domestic capital's dominance, up 52%, signals a structural shift, with residential and alternative assets also showing positive momentum.
Institutional investments in real estate grow 11 pc in Jul-Sep to USD 1.27 bn: Colliers
Institutional investments in Indian real estate rose 11 per cent to USD 1.27 billion in July-September on better fund inflows into office assets, according to Colliers.
Moneytree Realty expands to Mumbai and Pune, eyes international growth
Moneytree Realty is expanding its operations to Pune and Mumbai, with plans for international markets, following a significant 30% growth in sales value in 2025. The company anticipates closing the year with ₹1,000 crore in sales, driven by a stabilized real estate sector and continued investment in property.
Institutional investments in real estate grow 11 pc in Jul-Sep to $1.27 bn: Colliers
Indian real estate saw a significant boost in institutional investments. From July to September, these investments climbed to USD 1.27 billion, an 11 percent increase. This growth was driven by strong inflows into office assets. Domestic investors led the surge, contributing 60 percent of the total. This trend highlights sustained investor confidence in India's economy and its real estate market.
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