PE in Indian real estate down 15% over H1 FY25, deal sizes holding: ANAROCK Capital Flux
MMR and Kolkata, followed by Chennai, witnessed a sharp rise in activity, while pan-India / multi-city transactions took a back seat in H1 FY26.
MMR and Kolkata, followed by Chennai, witnessed a sharp rise in activity, while pan-India / multi-city transactions took a back seat in H1 FY26.
Fueled by supportive policies, envisaged demand traction and rising developer as well as investor interest, Indian real estate is poised for decades of growth acceleration across most asset classes.
Bengaluru emerged as the dominant market, capturing 24% market share with 6.55 Mn sq ft absorption, reflecting a 64% Y-o-Y increase.
The report shows that 87% of markets worldwide saw positive annual growth, with Turkey, North Macedonia, and Portugal topping the global rankings. At the other end, Mainland China and Hong Kong SAR recorded the steepest annual declines.
For a wider perspective, ANAROCK analysed trends in capital appreciation and rental growth across 14 of the most active micro markets in Bengaluru, Hyderabad, Pune, NCR, MMR, Kolkata, and Chennai.
The report urges investors to re-evaluate traditional portfolio models like the 60/40 split in the wake of rising global uncertainty, inflation volatility, and changing economic leadership.
The shift toward moderation became particularly evident from Q3 2024 onwards. Between Q4 2024 and Q1 2025, most cities either held steady or posted low single-digit gains.
City wise analysis indicates that the demand for 3 BHK homes is particularly high in Hyderabad, Gurugram, Noida, and New Delhi.
As per the SKYE report, 31% of the new supplies are in North India, closely followed by west with 28%.
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