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Rapid Urbanisation Expected To Offer Significant Opportunities For Domestic Real Estate

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Capital Market
Last Updated : Sep 06 2018 | 12:50 PM IST

FICCI and JLL have released a report titled 'Future of India Real Estate: Deciphering the Mid-term Perspective' at the 12th edition of FICCI Real Estate Summit. The report analyses the drivers and challenges facing the sector in the next 2 to 3 years. The rapid urbanisation is expected to offer significant opportunities for real estate and infrastructure development in Indian cities. This sector has witnessed high growth in recent times with the rise in demand for office as well as residential spaces. It is also important to note that the real estate developers have been instrumental in changing the face of India through building state-of-the-art infrastructure, buildings, townships, shopping malls spread all over the country.

India's recovery from the effects of demonetization and GST is reflected in 2018 Q1 GDP clocking an impressive 8.2% growth. CPI inflation, which has been a concern in the recent past, is expected to remain at 4.7% in the annual forecast for median inflation (2018-19 and 2019-20). Apart from the macro-economic indicators, inflection points observed within each category of real estate markets indicate an overall stable growth in the medium term.

Here are the key takeaways from the report:

Office Market: Steady Growth and Stable Vacancy Rate

Suburban sub-markets playing a bigger role; contributing more to office activity
Co-working has almost doubled to 9% in H1 2018 over CY 2017
Bengaluru is likely to see the highest absorption during 2018-2020; absorption rate in Mumbai to surpass supply during the same period
NCR, Bengaluru and Hyderabad will contribute more than 60% to total supply in 2018-2022
Retail: Predictive analytics to aid future growth

As of 1H18, India's Grade A completed stock in the retail segment stood at 77 million sq ft, and is expected to reach nearly 103 million sq ft by 2022

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Delhi-NCR likely to witness highest absorption during 2018-2020; closely followed by Hyderabad

Absorption levels in Mumbai and Kolkata to surpass the supply during 2018-2020

Mumbai to lead rental growth trends; with other markets witnessing marginal rise
Residential: Affordable Housing Holds the Key

The number of new launches crossed the 40,000-unit mark for the 1s time after eight quarters in Q2 2018

Bengaluru & Mumbai remain the major contributors to new residential launches

Launches within the INR 40 lacs pricing bracket were the highest during 2017 and H1 2018

Affordable housing finance is estimated to burgeon into an INR 6 lac cr. business opportunity by 2022
Logistics & Warehousing: The Evolutionary Leap Forward

India is set to witness investments of close to INR 50,000 cr. for the creation of warehousing facilities across the country between 2018 and 2020

The sector is expected to grow at a CAGR of 22.2% in the period 2018 to 2020

Large infrastructure projects like DFC, DMIC, Sagarmala and Bharatmala to drive growth of the sector

Total cumulative stock of 138.5 mn sq ft was recorded in 2017 for Grade A and Grade B across eight primary locations
Student Housing: An Emerging Sector

Student Housing, has the potential to yield more than 12% returns vis-a-vis the core commercial sector in which returns remain range bound between 7% & 10%

This sector is expected to grow at a 38% CAGR until 2020, to INR 2,400 cr.

The sector is still at a nascent stage with the top 15 players dominating the organized space; cumulatively operating around 84,500 beds and plan to grow to 1,60,000 beds by 2020

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First Published: Sep 06 2018 | 12:35 PM IST

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