India Real Estate & REITs Weekly Snapshot  11 September 2026  The Correction Catches Up By Arindam Bose | India Real Estate & REITs Weekly Snapshot | 11 SEPTEMBER 2026 ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ After weeks of idiosyncratic stock stories, this week's dominant force was macro: rising global bond yields and climbing crude oil prices triggered a broad, sector-wide selloff across Indian real estate equities, with commentary citing the same causes across large and mid caps alike. DLF fell 5.5%, Lodha 8.6%, Prestige Estates 5.6%, Oberoi Realty 7.2%, and Brigade Enterprises gave back 8.3% of its recent rally — none of them on a specific negative company disclosure, all of them caught in the same rate-driven, high-beta selloff. Godrej Properties fell hardest among the mid caps, down 11.8%, and unlike its peers this one had a specific catalyst: the company disclosed a settlement of its long-running Godrej Air project disputes ...