INDIA REAL ESTATE & REITS MONTHLY Large-Cap, Mid, Small-Cap & REITS  Developers:  June 2026 Review From Sector Beta to Company Alpha By Arindam Bose | India Real Estate & REITs Monthly Review | June 2026 ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ June 2026 marked a structural shift for India’s listed large-cap real estate developers. The market stopped treating the sector as a homogeneous macro bet and began pricing them as individual business models. The first half of the month was dominated by legal headlines, valuation compression, and fears that an exceptional housing cycle had peaked. However, the second half saw a selective risk-on reversal. Cooling crude prices, firming interest-rate cut expectations, and resilient residential pre-sales brought institutional capital back—but it was highly selective. Investors heavily rewarded visible cash flows, disciplined balance sheets, and institutional execution, while turning skeptical ...