Companies to efficiently track and invest in the realty sector
Investment Rationale
The Indian real estate sector is poised for significant growth, expected to reach US$ 1 trillion by 2030 and contribute 13% to GDP by 2025. By 2047, the market could expand to US$ 5-7 trillion, with potential to exceed US$ 10 trillion.
- India's urbanization will continue driving demand, with affordable housing requiring an additional 25 million units by 2030. Retail, hospitality, and commercial real estate will expand, with 41 million sq. ft. of retail space set to become operational between 2024-2028.
- Office space demand is expected to rise, driven by technology (22%), engineering & manufacturing (13%), and banking & financial services (12%). Flexible workspace operators are also growing, catering to evolving corporate needs.
- In Budget 2024-25, Under PM Awas Yojana Urban 2.0, housing needs for 1 crore urban poor and middle-class families will be met with a Rs. 10 lakh crore (US$ 120.16 billion) investment, including Rs. 2.2 lakh crore (US$ 26.44 billion) in central assistance over the next 5 years.
This smallcase includes real estate companies and REITs, providing a structured way to invest in India's evolving real estate market.
smallcase is played out