Real Estate

Lodha Developers delivered a strong performance in the third quarter, reporting a 25% increase in sales as residential demand remained resilient across key urban markets. The growth was driven by sustained buyer interest in mid-income and premium housing, supported by stable interest rates, improving consumer confidence, and faster project execution. The company benefited from healthy bookings, higher average realizations, and steady momentum in ongoing launches.

Sobha Ltd reported a sharp 52 percent increase in sales, reflecting a strong rebound in residential housing demand across its core markets. The performance was driven by higher booking volumes, improved buyer sentiment, and steady absorption of new and ongoing projects. Demand remained particularly robust in urban centres, where end-users and investors showed renewed confidence in branded developers. Efficient project execution, disciplined inventory management, and a focus on quality helped translate market momentum into sales growth.

Private equity investment in real estate rose sharply to $6.7 billion, underscoring renewed confidence in the sector amid improving fundamentals and selective value creation opportunities. The uptick reflects stronger deal flow across commercial office spaces, warehousing, logistics parks, and income-generating assets, supported by stable demand and disciplined pricing. Investors are increasingly favoring assets with long-term cash-flow visibility and resilience to economic cycles.

Home registrations across nine major Indian cities declined by 5 percent in the latest reporting period, indicating a temporary cooling in residential real estate activity after a prolonged phase of strong demand. The moderation reflects a mix of affordability pressures, higher borrowing costs, and cautious buyer sentiment, particularly in mid-income housing segments. While end-user demand remains intact, transaction volumes have softened as purchasers reassess budgets amid elevated property prices.

India’s residential real estate sector experienced a notable slowdown in 2025, with housing sales across seven major cities declining by 14% compared to the previous year, according to Anarock Research. The contraction reflects a combination of high property prices, rising interest rates, and cautious buyer sentiment amid macroeconomic uncertainties. Despite the slowdown, certain micro-markets and affordable housing segments showed resilience, suggesting selective demand persists.

Prestige Estates has acquired a significant parcel of land in Chennai to develop a large-scale residential project, reinforcing its long-term commitment to India’s urban housing market. The transaction reflects the developer’s confidence in sustained homebuyer demand, supported by infrastructure upgrades, steady employment growth, and rising urbanization in the region. By strengthening its land bank in a key southern market, Prestige aims to enhance project visibility and revenue certainty over the coming years.

LIC Housing Finance has announced a reduction in its home loan interest rates, bringing the starting rate down to 7.15%. The move comes at a time when affordability and housing demand are closely linked to borrowing costs. By easing interest rates, the lender aims to support first-time homebuyers, encourage refinancing, and stimulate demand across the residential real estate sector. The decision reflects improving liquidity conditions and competitive pressures within the housing finance market.

Godrej Properties has reported property sales worth Rs. 2,600 crore in Hyderabad, underlining the city’s growing importance in the company’s national expansion strategy. The strong performance reflects sustained demand for residential real estate, driven by steady job creation, infrastructure development, and improving buyer sentiment. Hyderabad continues to attract both end-users and investors, benefiting from its reputation as a stable, technology-led market.

CREDAI-NCR has appointed Vishal Gupta as its new president at a time when the real estate sector is undergoing significant regulatory and market shifts. His leadership comes as developers navigate evolving buyer expectations, tighter compliance frameworks, and a renewed push for sustainable development. Industry observers expect Gupta to steer the association toward greater transparency, improved policy engagement, and enhanced collaboration between stakeholders.

State Bank of India (SBI) has achieved a significant milestone, with its home loan portfolio crossing Rs 9 lakh crore, reflecting strong demand for housing finance across the country. The growth is attributed to a combination of favorable interest rates, government housing schemes, and sustained urban and semi-urban demand. Analysts note that SBI’s strategic expansion, competitive pricing, and digital lending platforms have strengthened its market leadership.