AIFs drive Indian realty investments, set for continued growth
Alternative Investment Funds (AIFs) are reshaping India's real estate sector by injecting significant capital into residential, commercial, and logistics segments. Since January 2021, AIFs have announced plans to raise over $8.2 billion, with $5.3 billion already secured. This influx of capital is expected to drive sustained growth and innovation in the market. Key Points
Economic TimesBudget expectations: Realty sector seeks industry status, higher tax relief for home buyers
As Union Finance Minister Nirmala Sitharaman prepares to present the maiden budget of Modi 3.0, the real estate sector has a lot of hope from it. While the... Key Points
The Tribune India3 midcap stocks to add to the portfolio now; 3 realty stocks to bet on: Sanjiv Bhasin
Sanjiv Bhasin highlights HDFC Bank as a contrarian bet while top midcap picks are UPL, Persistent Systems and Dhanlaxmi Bank. Bhasin advocates buying real estate stocks like DLF and Godrej on dips and Indiabulls real Estate. He further mentions gold rally, tech stocks, and pharma bets like Sun Pharma, Dr Reddy's, Lupin. Key Points
Economic TimesAI could drive up the neutral rate of interest in an economy
The notion that lending rates fall over time has no basis in theory. A great wave of AI-led investment could leave the world short of savings. Key Points
mintAI could have a surprising effect on interest rates
As advancements in artificial intelligence (AI) accelerate, debates arise regarding its impact on economies and interest rates. Contrary to conventional wisdom, economist Tyler Cowen predicts that real interest rates will rise due to increased demand for capital expenditures (capex) driven by AI, leading to significant changes in economic dynamics. Key Points
Economic Times
real Madrid vs RC Celta de Vigo La Liga: Prediction, kick off, how to watch live streaming
Real Madrid vs RC Celta de Vigo La Liga match will be played this weekend. The game will be live streamed. Key Points
Economic TimesGet into consumer stocks; 2 stocks to buy as metals in a very sweet spot: Sanjiv Bhasin
Sanjiv Bhasin of IIFL Securities recommends investing in consumption stocks like Voltas and Havells. He says real income is going to be generated now from the tier II, tier III, and the smaller rural class, where we are seeing unprecedented growth He is bullish on metals and recommends Vedanta and JSW. Bhasin mentions investments in Indiabulls real Estate and Indiabulls Housing Finance. Key Points
Economic TimesTailwinds continue to favour them; 5 Southern and Western India focussed real-estate stocks with upside po
This week, two real estate companies announced that they have sold out their real estate projects. What was worth noting, the overall size of the project, time in which they were sold and the price point at which they were lapped up. Both, real estate prices and stocks of real estate have seen a revival for last three years, if above events are anything to go by than probably, it appears that the demand continues to be strong in some pockets. Given the fact that the operating matrix of the real estate industry is such that debt element will present, it would be worthwhile to stay with large players who have either strong parent group or have track record where they have survived the slowdown without piling on much debt on the balance sheet. Also stay focussed on pockets where income profile of consumer is better. Key Points
Economic TimesMind your chats or pay a heavy price
A British-Indian student's joke on Snapchat of an intent to blow up a plane resulted in jets being scrambled and threw him into a legal soup. Privacy? Wake up to the real world. Key Points
mintComparing investment potential in Indian vs US real estate markets
The US real estate market is known for its stability, diverse geography, and transparent regulatory framework. On the other hand, the Indian real estate sector has significant growth potential but is characterized by regulatory complexities and occasional economic volatility. India, on the other hand, with its burgeoning middle class and urbanisation, presents significant growth potential in its real estate sector. Key Points
Economic Times
Realty stocks add 30% gains in the first week of 2024; what’s buzzing?
The S&P BSE real Estate index gained more than 8% in a week, and the gauge hit an over 15-year high of 6820.59 points. Godrej Properties, The Phoenix Mills, Prestige Estates Projects, and Sobha gained 11-30% so far this week. While, Mahindra Lifespace Developers, Oberoi Realty, and Macrotech Developers added 6-8% this week. Key Points
Economic TimesTime to book some profit in real estate, auto stocks and Vodafone; 2 stocks to buy now: Sanjiv Bhasin
Sanjiv Bhasin says: “Be cautious of some of the outstretched valuation and when you get these big brokerage calls of absurd returns, you should be selling. Right now, if I have comfort it is in some of the PSU oil marketing companies, some of the pharma names. And if you want I can suggest two names which I think can outperform from here.” Key Points
Economic TimesAfter a troubled phase, ready for re-rating ? 7 housing finance stocks with a upside potential of up to 34
In theory, lower interest rates are supposed to push demand for real estate. but if one looks at what has happened in the last one year, this theory has been turned upside down. Interest rates are high on a relative basis as compared to what they were three years back, but still demand for real estate has not been impacted. It is the economic growth which matters for the demand of real estate. There are two or three ways to play to the real estate boom. One of them is the housing finance companies, which had gone through its fair share of problems then a clean up in the last few years. A number of them have also implemented tech solutions both from growth and controlling non performing assets NPAs. Key Points
Economic TimesTop talents at real estate PE funds seek brighter prospects
India is on the path of becoming a well-structured economy and becoming one of the top three global economies. real estate sector will be a key contributor to this growth and recognising the potential, the government and regulators are also trying to support it with apt reforms and policies, said Chakravarti, former head of indirect investments, Asia-Pacific, Ivanhoe Cambridge, the real estate arm of CDPQ. He said formalisation of the realty sector will lead to a growth pattern similar to the one seen in the financial services over the last three decades. Key Points
Economic Timesreal Madrid vs Villarreal La Liga: Prediction, live streaming, where to watch
Real Madrid vs Villarreal La Liga match will be live streamed in the US on Sunday. We have all the details. Key Points
Economic Times
Listed REITs have failed to sparkle
REITs are vehicles that own and operate income-producing properties mainly office spaces and commercial real estate. Investors, who put money in REIT units, get dividends in addition to the capital appreciation in listed units. Unitholders hold REITs for a mix of dividends and capital appreciation. Key Points
Economic TimesIndia's DLF mulls first bond issue in three years - bankers
India's DLF Ltd (DLF.NS) is mulling its first sale of bonds in three years amid a revival in the country's real estate market, three merchant bankers said on Thursday. Key Points
Reutersreal Madrid vs Cadiz La Liga live streaming: Prediction, team news, where to watch free
Real Madrid vs Cadiz La Liga game will be live streamed for fans in the US. One can enjoy Sunday vacation with a dose of soccer. Key Points
Economic TimesETMarkets Smart Talk: real estate sector is witnessing a multi-year cycle: Dr. Poonam Tandon
We believe the long-term capex story remains intact as we are seeing a massive shift in the capex cycle benefiting from the China plus strategy. For us the domestic capex story remains intact and consumers and corporate sentiments are resilient with a steady macro regime post-COVID, but we do not rule out the volatility as the hardening of USD and crude oil prices could pose a challenge in the interim. Key Points
Economic TimesNRI contributions to Indian real estate surge over five years, to reach 17% by 2025
Between 2019 and 2020, NRIs constituted 10% of total real estate investments in India. This figure has consistently increased, reaching 15% today, and is projected to reach 17% by 2025, as per a NoBroker survey report. Key Points
mint
real Madrid vs Braga live streaming: Check release date, time, where to watch and more
Real Madrid vs Braga is scheduled to take place on Wednesday, November 8, at 3:00 p.m. ET. Key Points
Economic TimesFour realty stocks including Phoenix Mills, Macrotech Developers hit new record highs; here's why
Macrotech Developers, Brigade Enterprises, Phoenix Mills and Oberoi Realty shares reached new highs in today's trading session. The strong performance of real estate stocks is attributed to increased demand for houses and FII inflow into the sector. Key Points
mintreal Madrid vs Sevilla La Liga live streaming: When and where to watch Jude Bellingham, Sergio Ramos' matc
Real Madrid vs Sevilla La Liga soccer match will be played on Saturday. Sergio Ramos is likely to make emotional return against his old club real Madrid. Key Points
Economic TimesA Home Away from Home: A guide to acquire properties in gateway cities like Dubai, London, & New York
Wealthy Indians are increasingly investing in international real estate to become global citizens. They are showing interest in properties in gateway cities like Dubai, London, and New York, as well as countries like Austria, Egypt, and Jordan that offer citizenship through investment programs. Popular destinations for Indian investors include Dubai and Portugal. Key Points
Economic TimesWhy China is facing headwinds from all directions, real estate crisis to sluggish bank growth
China’s property sector is grappling with huge losses, manufacturing has been shrinking, and youth unemployment hit a record high in June. ‘Economy progressed too fast,’ expert says. Key Points
ThePrint
India’s real estate sector is expected to expand to $5.8 trn by 2047
The estimated real estate output value will contribute 15.5% to the total economic output in 2047 from an existing share of 7.3%, mentions the report, India real Estate: Vision 2047, unveiled by M. Venkaiah Naidu, former vice president of India at NAREDCOs Silver Jubilee Celebration event in Hyderabad. Key Points
Economic Timesreal Madrid vs Juventus live streaming: Kick off date, time, where to watch soccer game between Spanish an
Real Madrid faces Juventus in a pre-season game after a match against Barcelona was postponed due to illness. real Madrid aims to continue their winning streak, making it a thrilling contest. Key Points
Economic Timesreal Madrid vs AC Milan live streaming: Date, timings, how to watch US tour match TV
Real Madrid is in the United States and will play against AC Milan in a friendly on Sunday. Viewers in the US will be able to watch real Madrid vs AC Milan match live. Key Points
Economic TimesWhat to expect in the new season of ‘Real Housewives of New York'
Season 14 of "The real Housewives of New York City" is set to premiere on July 16 at 9 p.m. ET. Key Points
Hindustan Times5 real estate stocks with 'strong buy' recos have upside scope of up to 29%
After their heyday of 2008, real estate companies made a comeback in the second half of 2020. Especially the residential part of the real estate. Multiple factors brought them back to the centre stage. Increase in demand taking care of excess inventory, and some saving’s once again shifting toward real estate as an asset class. Key Points
Economic Times
Top 10 Benefits of Investing in REITs
Real estate investment trusts, or REITs, are businesses that own and manage properties in order to make money. Companies that manage the portfolios of high-value real estate properties and mortgages are known as real estate investment trust companies. Key Points
Times of IndiaUS regulators ask lenders to work with stressed commercial real estate firms
U.S. banking regulators are asking lenders to work with credit-worthy borrowers that are facing stress in the commercial real estate market. Key Points
ReutersBarcelona to begin LaLiga title defence at Getafe
With the renovation of Barcelona's Camp Nou already under way, the Catalan giants will host the first Clasico of the season against bitter rivals real Madrid on matchday 11 (Oct. 29) at the Montjuic Olympic Stadium. Key Points
The Indian Express4 Southern and Western India focussed realty stocks with “buy” reco can rally up to 46%
One sector which made a strong comeback after covid has been the real estate sector. Especially the residential part of the real estate. Multiple factors brought them back to the centre stage. Increase in demand taking care of excess inventory, and some saving’s once again shifting toward real estate as an asset class. Key Points
Economic TimesSustainability is shaping the future of real estate
Sustainability is reshaping the future of real estate in India. By integrating energy efficiency, water conservation, eco-friendly materials, smart city solutions, and social considerations, the sector has to work harder to create environmentally responsible and socially inclusive spaces. Key Points
Financialexpress
TransIndia real Estate to sell stake in logistics parks to Blackstone
TransIndia real Estate intends to utilize part of the proceeds to to set up logistics parks in Kolkata, Mumbai and Bengaluru. The cash proceeds from this divestment will also strengthen its balance sheet. Key Points
Economic TimesIs real estate a high or low risk investment?
Many people invest in equities and debt products on the basis of their risk taking ability. Also, those who buy a house (constructed or fully constructed house) are not sure if their real estate investment must be considered as a high risk or low risk investment. Here is how you can know about it. Key Points
Economic TimesMankind Pharma director sells South Delhi bungalow for ₹91 crore
In Vasant Vihar, plot sizes range from 450 square meters to 2,000 square meters, and many of them have become available for sale after the lifting of the lockdown, said an industry expert. Numerous individuals are now seeking to liquidate their assets. The advantage of larger plots in South Delhi is that buyers can redevelop the land and construct up to four floors, a privilege not permitted in Lutyens' Delhi. Key Points
Economic TimesSevilla vs real Madrid - La Liga: Kick off Date, time, where to watch, TV Channel, Live stream details and
Real Madrid, under Carlo Ancelotti, seeks to hold onto second position against Sevilla, while Atletico faltered in a draw with Espanyol. real Madrid just overcame Rayo Vallecano to retake their position, but to keep it they must defeat Sevilla. Key Points
Economic Times10 Pros and Cons of Investing in real Estate
Real estate investing has pros and cons, just like any other type of investment, in addition to the possibility of making substantial gains. Due diligence is essential, regardless of whether you handle everything alone or seek the aid of industry specialists. Key Points
Times of India
Rising Star of India's Industry, Jash Vira, Announces Engagement and Plans for a Royal Kutchi Wedding-Entertainment News , Firstpost
Jash Vira's remarkable journey as a young entrepreneur in India's real estate industry is widely recognized. However, his personal life is now taking center stage as he embraces this new chapter with his soon-to-be wife, Nikita. Key Points
FirstpostBrookfield completes deal to pick 51 per cent stake in Bharti Enterprises’ 4 commercial properties
In a statement, Bharti Enterprises and Brookfield Asset Management on Monday announced the successful closure of their joint venture agreement for a 3.3 million square feet portfolio of commercial properties primarily located in the Delhi-NCR region. Key Points
FinancialexpressWhy should you invest in REITs and InvITs? Feroze Azeez explains
Real Estate Investment Trusts (REITs) are pooled vehicles that invest in real estate; they offer retail investors the opportunity to invest in commercial property, which is generally beyond their reach. As such, it offers a degree of regular income and tax efficiency as it operates in the lowest tax bracket. However, investors should note that a recent tax change may impact returns, resulting in a higher tax liability. Infrastructure Investment Trusts (InvITS) are more complicated than REITs. Key Points
Economic TimesKeep an eye on IT order flows, stay away from real estate stocks: Deepak Shenoy
IT companies' earnings may reflect higher dollar rate-based orders and better margins. However, midcaps may be hit more than the larger caps. real estate stocks may not sustain due to increasing interest rates, and the real estate developers tend not to make money. Investments in ancillaries related to the real estate sector, such as cement, steel and interiors, may be a better option for better ROEs. The oil and gas space, particularly the CGD space, is volatile due to policy changes, and investing now may not be wise. Key Points
Economic Timesreal estate stocks end in the green as RBI ‘pauses’ rate hike
Stocks of most real estate companies were up in morning trades on Thursday as the Reserve Bank of India kept the key policy rate unchanged at 6.5 per cent. The Nifty Realty index was also up 2.1 per cent at 401.35 points. Key Points
The Hindu