MARKET SIZE

• Real estate sector in India is expected to reach a market size of US$ 1 trillion by
2030 from US$ 120 billion
• Retail, hospitality and commercial real estate are also growing significantly,
providing the much-needed infrastructure for India's growing needs
• The Indian real estate sector has witnessed high growth in recent times with the
rise in demand for office as well as residential spaces
• Driven by the increasing transparency and return, private investments in this
sector have surged
• Between 2008- 18, Indian real estate sector attracted institution investment
worth 30 billion USD
• Smart City Project, where there is a plan to build 100 smart cities, is a prime
opportunity for the real estate companies

THE PLAYERS
Sr Company Last Price Change % Chg EPS
1 Eldeco Housing 1,567.35 -32.5 -2.03 151.2
2 Dilip Buildcon 397.95 -0.5 -0.13 44.58
3 Sobha 396.35 0.75 0.19 36.49
4 TCI Express 757.2 -3.2 -0.42 22.16
5 Ajmera Realty 121.65 -1.15 -0.94 16.96
6 Godrej Prop 906.1 -12.3 -1.34 13.54
7 Ahluwalia 278.05 -9.45 -3.29 13.19
8 DLF 211.75 2.9 1.39 12.92
9 Brigade Ent 213.5 6.55 3.17 12.35
10 Arvind Smart 94.35 -2.6 -2.68 12.13

MAJOR INVESTMENTS & DEVELOPMENTS GROWTH PROJECTION BY CBRE

• New housing launches across top seven cities in India are expected to
increase 32 per cent year-on-year by 2018 end to 193,600 units.
• In September 2018, Embassy Office Parks announced that it would raise
around Rs 52 billion (US$ 775.66 million) through India’s first Real Estate
Investment Trust (REIT) listing.
• New housing launches across top seven cities in India increased 50 per cent
quarter-on-quarter in April-June 2018.
• In May 2018, Blackstone Group acquired One Indiabulls in Chennai from
Indiabulls Real Estate for around Rs 900 crore (US$ 136.9 million).
• In February 2018, DLF bought 11.76 acres of land for Rs 15 billion (US$ 231.7
million) for its expansion in Gurugram, Haryana.
ROAD AHEAD GOVERNMENT INITIATIVES
• The SEBI has approved REIT platform which will help in allowing all kinds of investors • The government has allocated 2500 crore for under-
to invest in the Indian real estate market. construction properties.
• It would create an opportunity worth Rs 1.25 trillion (US$ 19.65 billion) in the Indian
• The Finance Ministry has increased the deduction that can be
market over the years.
claimed for interest paid on home loans by 1.5 lakhs to 3.5
• Real estate developers are also investing in centralized processes to source material lakhs up to 45 lakhs.
and organize manpower and hiring.
• Corporate tax cut will improve liquidity of cash for cash starved
• The growing flow of FDI into Indian real estate is encouraging increased transparency.
developers and increase demand of commercial property.

“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about
the safest investment in the world.” -Franklin D. Roosevelt

Franklin D. Roosevelt Aishwarya M. | Ankita Sadani | Ashish Yadav | Nikhil Mehta | Simran Sha | Tamal Mandal