Insights

Our running view of the market — data-led perspectives on residential and commercial real estate, buyer behaviour, capital flows, and our outlook for the future.

June 2026

Increasing Dependence on Domestic Capital by Real Estate Developers

India's real estate financing landscape is evolving as regulatory changes, lender preferences and capital flows reshape funding across the project lifecycle. This Insights Note examines the key…

May 2026

Accounting policy followed by real estate developers

Financial statements of real estate developers in India require careful interpretation because reported revenue and profitability may not reflect the underlying business realities. Depending on the…

April 2026

India Real Estate Credit: Structural Quality Betterment

India’s real estate sector has undergone a major structural transformation, evolving into a disciplined and creditworthy industry. Supported by RERA, higher sales and increased institutional…

March 2026

Listed Real Estate Play: Past, Present and Emerging Trends

India’s real estate capital markets have moved through three distinct waves over the past two decades - but beneath the surface, the rules of the game have quietly changed. From the IPO-led expansion…

February 2026

India Data Centres: Demand Tailwinds, First-Mile Bottlenecks and Investor Discipline

India’s data traffic per smartphone has grown from 14 GB/month in 2019 to 36 GB/month today. 5G base stations have scaled nearly nine-fold in three years. Yet India has only 1 MW of data centre…

January 2026

RERA India vs Dubai: Two Models, One Goal

For decades, real estate was India’s only major sector without a dedicated regulator. RERA, enacted in 2016, changed that. India has climbed from 36th to 31st in JLL's Global Real Estate Transparency…