India Real Estate & REITs Weekly Snapshot: 01 May 2026 By   Arindam Bose ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ ⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡⬡ Opening Insight: The Market Has Stopped Rewarding Momentum The Indian real estate complex remains in a mature consolidation phase, with this week’s tape once again rewarding only those stories where execution, balance‑sheet quality and valuations line up—but now with a visible  drift lower  across many bellwethers. Large caps largely traded soft despite steady news flow, mid and small caps showed sharp dispersion name‑by‑name, and office REITs continued their slow yield‑driven grind. This is still a  positioning  market, not a liquidity wave. Capital is cycling through the sector with a clear checklist: governance, visibility and valuation discipline—anything that fails on these axes is either ignored or punished quickly. from liquidity-driven rally → positioning-driven market It is actively testing conviction. Large caps ...