India Real Estate & REITs Weekly Snapshot – 16 January 2026 By   Arindam Bose ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ Indian real estate equities closed the week of 16 January 2026 in a market that still respects the long‑cycle housing and office uptrend , but is increasingly unforgiving of rich multiples , missed guidance and weak earnings conversion. Dips in key large caps, sharp ongoing de‑rating in high‑P/E names like Signature Global and Sobha, and a quiet but steady bid for REITs all underline a regime where cash‑flow delivery and balance‑sheet quality—not sector narratives—are doing the heavy lifting. This was a sorting week, not a capitulation: leaders with cleaner leverage and annuity visibility still find support, while leverage‑heavy, guidance‑sensitive names continue to reprice toward more defensible valuation zones. ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ Large-cap realty: weekly snapshot Company Last Week Close (₹) T...

  India Real Estate & REITs Weekly Snapshot – 09 January 2026 By  Arindam Bose ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ India’s listed real estate complex walked into the second week of 2026 with strong price memory and rich multiples, but the tone flipped decisively from quiet confidence to cautious interrogation. Macro noise around potential 500% U.S. tariffs on Russian‑oil buyers, a choppy broader market tape, and visible FII de‑risking have all converged to turn what began as a controlled consolidation into a more broad‑based valuation check on both developers and REITs . Indian large-cap realty spent this week backing away from the early‑January “controlled reset” and slipped into a broad, valuation‑heavy consolidation led by corrections in the very names that had anchored last week’s stability. Price damage is still modest in absolute terms, but the tone has clearly shifted from quiet accumulation to “show me” on execution and cash flows. The marke...