India Real Estate & REITs  Weekly Snapshot: 29 May 2026 By Arindam Bose ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ Opening Insight The Market Corrected. The Property Cycle Did Not. Last week, the sector absorbed volatility and stabilised. This week, it absorbed optimism — then lost it entirely. For most of the week, real estate stocks behaved normally. Mid-week recoveries appeared. Q4 earnings drove selective buying. Platforms with strong pre-sales momentum attracted attention. REITs held steady. The tape looked constructive. Then Friday happened. In the final 30 minutes of trade, ₹6 lakh crore vanished across Indian equities. The Nifty Realty Index , which had defended support for days, cracked 3.71% for the week. Stocks that climbed Monday through Thursday gave back gains in a single algorithmic cascade. This was not earnings-driven. It was not company-specific. It was not even real-estate-specific. It was MSCI rebalancing . Monsoon warnings. Crude above $10...

  India Real Estate & REITs  Weekly Snapshot: 22 May 2026 By Arindam Bose ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ Opening Insight: Bargain Hunting Quietly Returned — But Conviction Did Not Last week looked like a warning shot. Bargain Hunting Quietly Returned — But Conviction Did Not Last week looked like a warning shot: large‑cap developers corrected together, high‑multiple names lost altitude, and the market stopped giving unlimited credit to distant narratives. This week, something subtler unfolded. Prices stabilised. Some leaders rebounded. The overt panic disappeared. But conviction did not fully return. That distinction matters. Flows this week looked less like “the real estate party is back” and more like “let’s revisit quality — but carefully.” Investors were not chasing beta. They were selectively absorbing weakness in names where balance sheets, platforms and cash flows still command trust. And that marks the beginning of a different phase...