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Opinion and Only Opinion

Thursday, November 1, 2018

Changing face of real estate - Market consolidating with Big + Local builders

Indian real estate has seen several waves of set backs in the last 3 years

Wave 1 - Demonetization
Wave 2 - Removal of tax benefits on home loans - losses against interest payment limited to 2 lakhs
Wave 3 - GST
Wave 4 - RERA - Real Estate regulatory act
Wave 5 - Real estate company bankruptcies in North India
Wave 6 - Accounting changes to Ind AS 115 from Ind AS 18 - Not so relevant to consumer

All the above waves has made only a few locally strong & branded & financial sound builders dominant in the respective markets.
Landlords and consumer's bargaining power is coming down

Positives

Land owners could lower the expectations as only these reputed builders whose projects are sale-able would dictate terms.

Land price component coming down would encourage builders to launch projects at a lower price to facilitate faster sales.

Newer projects can come at prices quoted last year or even lower.

Builders will bank on volumes rather prices as overall costs - financing, land and construction (modern techniques) - come down. The companies will be akin to manufacturing factories.

More affordable housing stock due to government incentives under PMAY

A good 10 years of hibernation for real estate seems to be finished with the MEN coming out stronger and the BOYS perishing.

Real estate landscape is altering and is presenting a much more consumer friendly and professional face.


 

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