Real Estate – From Dust To Glory – The SurReal Story: Motilal Oswal

Uncategorized

2:27 PM IST, 18 Jan 20222:27 PM IST, 18 Jan 20222:27 PM IST, 18 Jan 20222:27 PM IST, 18 Jan 2022

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

The residential real estate sector is poised for an upcycle, primarily buoyed by the improved affordability. Decadal low interest rate regime, stagnant prices over the last seven years, and rising income base have driven the affordability quotient.

According to the Indian Brand Equity Foundation, the real estate sector is expected to report a 19% compound annual growth rate to $1 trillion over FY20-30E.

The ongoing

industry consolidation lead by concentration of capital, 400-600 basis points advantage in cost of funding for large developers and buyers’ trust on organised developers will further escalate growth for large listed developers.

Inventory across most of the cities is at a manageable level (overhang of 23 months) given the industry wide launch discipline that has helped in absorbing cost pressures.

Click on the attachment to read the full report:

Motilal Oswal Real Estate Thematic.pdf

DISCLAIMER

This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Sharing is caring!

Leave a Reply