India Real Estate & REITs Weekly Snapshot: 26 June 2026 By Arindam Bose | India Real Estate & REITs Weekly Snapshot | 26 June 2026 ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ Opening Insight: Institutions Are Buying Platforms Again — But Only Selectively Last week looked like a broad recovery. This week looked much more selective. Large-cap developers continued moving higher, but the quality of participation changed noticeably. Institutional money returned to established franchises. Execution stories attracted flows. Balance sheets mattered. Rental platforms mattered. Land banks mattered. Narratives alone increasingly did not. The market appears to be entering another sorting phase. And sorting phases reveal hierarchy. Investors increasingly appear to be asking: Who owns scarcity assets? Who controls urban land? Who generates recurring cash flows? Who can continue compounding through difficult credit cycles? The broad "buy real estate" trade increas...