REAL ESTATE IN INDIA 2017

Transcription

1 Now Available REAL ESTATE IN INDIA 2017 Segment Analysis, Outlook and Opportunities Report (PDF) Data-set (Excel) India Infrastructure Research

2 Real Estate in India 2017 Table of Contents SECTION I: MARKET OVERVIEW AND ANALYSIS 5. Impact of Demonetisation Long-term and Short-term Impact 1. Overview Current Supply Supply by Segments Key Growth Drivers Policy Support Expected Demand and Investments Issues and Challenges Future Outlook 2. Policy and Regulatory Framework Key Agencies and their Role Real Estate (Regulation and Development) Act, 2016 Benami Transactions (Prohibition) Amendment Act, 2016 Shops and Establishments Act FDI Norms Fiscal Incentives for Developers Fiscal Incentives for Buyers Impact on Real Estate Prices Impact on Primary and Secondary Sales Impact on the Type of Transactions (transition to smaller floor plates and units, investments in serviced apartment projects, etc.) The Way Forward 6. Recent Government Initiatives Online Registration Online Revenue System Transparency Initiatives Others 7. Private Equity Financing and Transactions Current Size Recent Trends Recent Transactions Investment Experience (by type and asset class) 3. Union Budget 2017 Infrastructure Status and Impact Impact on Supply Allocation to Various Schemes Pradhan Mantri Awas Yojana AMRUT and Smart Cities Loan refinancing through National Housing Board Tax Reliefs Overall Impact on Sector Expected Rates of Return 8. Focus on REITs and InvITs Key Elements Structure and Models Experience So Far Regulatory Trends Potential Yield Curve Issues and Challenges 4. Impact of GST Scope and Timelines Progress So Far Likely Impact (on contractors, equipment providers, and material suppliers) 9. Other Financing Trends Trends in Debt Financing Trends in FDI Inflow and ECBs Recent Mergers and Acquisitions

3 10. Market Opportunities and Outlook Projected Supply New Avenues Market Opportunities for Contractors (Housing, Commercial, Retail and SEZ) Equipment Providers (Housing, Commercial, Retail and SEZ) Material Suppliers (Housing, Commercial, Retail and SEZ) 14. Special Economic Zones SECTION II: SEGMENT ANALYSIS AND OUTLOOK 11. Housing Real Estate SECTION III: BIG EIGHT CITIES 15. Profiles of Big Eight Cities Mumbai Bengaluru 12. Commercial Real Estate National Capital Region Pune Hyderabad Chennai Kolkata Ahmedabad Each profile covers the following information: - Current Supply and Asset Type - Trends in Market Indicators - Upcoming Supply 13. Retail Real Estate - Location Strategy - Investment Scenario - Future Outlook Release Date: May 30, 2017 No of slides: 318

4 Real Estate in India 2017 List of Tables and Figures List of Tables GST Scope: Proposed Rates GST Impact on Ancillary Industries Recent Private-Equity Transactions Recent Private-Equity Exits and Returns Key Asset Managers in Race for REIT/InvIT Listings Recent Trends in Mergers and Acquisitions Projected Supply and Market Opportunities Market Opportunities for Contractors as per Segment Type Market Opportunities for Equipment Providers as per Segment Type Market Opportunities for Material Suppliers as per Segment Type Snapshot of Current Housing Scenario List of Marquee Projects and Comparables Key Developers in Housing Market Key Investment Projections of Housing Market List of Housing Projects expected to be completed by 2018 Snapshot of Commercial Real Estate Scenario Key Developers in Commercial Real Estate Market List of Upcoming Commercial Real Estate Projects Snapshot of Retail Real Estate Scenario Key Developers in Retail Real Estate Market List of Upcoming Retail Real Estate Projects Snapshot of SEZs Scenario Key SEZ Developers in the Market Investment Scenario in SEZs Key Upcoming SEZ projects Key Upcoming Housing Projects in Mumbai Mumbai Key Upcoming Housing Projects in Bengaluru Bengaluru Key Upcoming Housing Projects in NCR NCR Key Upcoming Housing Projects in Pune Pune Key Upcoming Housing Projects in Hyderabad Hyderabad Key Upcoming Housing Projects in Chennai Chennai Key Upcoming Housing Projects in Kolkata Kolkata Key Upcoming Housing Projects in Ahmedabad Ahmedabad List of Figures Total Supply of Real Estate (Million Total Supply of Real Estate by Segment (Million Investment Scenario in Real Estate by 2018 Pradhan Mantri Awaas Yojana Revised Targets for 2017 (% share of housing units) Allocations to PMAY in (INR Billion) Budgetary Allocations to AMRUT and Smart City Projects (INR Billion) Impact of Demonetisation on Real Estate by Sales Value (% Q-o-Q) Impact of Demonetisation on Real Estate by Area Sold (%, Q-o-Q) PE Investments in Real Estate (INR Billion) Average Value per Transaction (INR Billion) Average Investment Returns (# of times of investment) Real Estate Investments in Transparent Countries (Global Assessment, 2016) Number of REITs in Singapore Potential Yields from REITs (2017) Share of Debt and Equity Investments in Indian Real Estate FDI in Real Estate Sector (INR Billion) Total Launches of Housing Units (#) Percentage Share of Cities in Total Launches Total Sales of Housing Units (#) Percentage Share by Size in Total Launches Base Selling Price in Housing Market (BSP, INR per Inventory Overhand across Cities (# Months to Sell, 2016) Apartment Size Sold ( Average Apartment Size Launched ( Unsold Inventory Levels across Cities Specs of Unsold Inventory Affordable Housing Units Planned (Million Units) Allocations to PMAY (INR Billion) Commitment by Private Sector towards Affordable Housing (INR Billion) Total Launches in Housing Sector (# of Units) Supply of Commercial Real Estate (Million Absorption of Commercial Real Estate (Million Vacancy Levels of Commercial Real Estate Rentals of Commercial Real Estate (INR per Sft per Commercial Real Estate Investment Projections by 2018 (Billion INR) Supply of Retail Real Estate (Million Rentals of Retail Real Estate (INR per Sft per Retail Real Estate Investment Projections by 2018 (INR Billion) Formally Approved SEZs across States (2017, Sft, %) Industry Share in SEZs 2017 Big-8 City-wise SEZs (2017, million Supply and Absorption of SEZs (Million Rental Trend of SEZs (INR per Current Supply of Housing in Mumbai (#) Current Supply of Commercial in Mumbai (Million Current Supply of Retail in Mumbai (Million Current Supply of SEZ in Mumbai (Million Total Housing Launches in Mumbai (# of Units) Total Housing Sales in Mumbai (# of Units) Base Selling Price for Housing in Mumbai (BSP, INR per Unsold Housing Inventory in Mumbai (% Share of Unsold Inventory) Total Commercial Space Supply in Mumbai (Million Total Commercial Space Absorption in Mumbai (Million Rentals for Commercial Space in Mumbai (INR per Vacant Spaces in Commercial Segment in Mumbai Total Retail Supply in Mumbai (Million Rentals for Retail Space in Mumbai (INR per Sft per SEZ Supply and Absorption in Mumbai (Million Rental Trend for SEZ in Mumbai (INR per Mumbai Location Positioning and Strategy Investment Scenario in Mumbai by 2018 Current Supply of Housing in Bengaluru (#) Current Supply of Commercial in Bengaluru (Million Current Supply of Retail in Bengaluru (Million Current Supply of SEZ in Bengaluru (Million Total Housing Launches in Bengaluru (# of Units) Total Housing Sales in Bengaluru (# of Units) Base Selling Price for Housing in Bengaluru (BSP, INR per Unsold Housing Inventory in Bengaluru (% Share of Total Commercial Space Supply in Bengaluru (Million Total Commercial Space Absorption in Bengaluru (Million Rentals for Commercial Space in Bengaluru (INR per Vacant Spaces in Commercial Segment in Bengaluru

5 Total Retail Supply in Bengaluru (Million Rentals for retail Space in Bengaluru (INR per Sft per SEZ Supply and Absorption in Bengaluru (Million Rental Trend for SEZ in Bengaluru (INR per Bengaluru Location Positioning and Strategy Investment Scenario in Bengaluru by 2018 Current Supply of Housing in NCR (#) Current Supply of Commercial in NCR (Million Current Supply of Retail in NCR (Million Current Supply of SEZ in NCR (Million Total Housing Launches in NCR (# of Units) Total Housing Sales in NCR (# of Units) Base Selling Price for Housing in NCR (BSP, INR per Unsold Housing Inventory in NCR (% Share of Unsold Inventory) Total Commercial Space Supply in NCR (Million Total Commercial Space Absorption in NCR (Million Rentals for Commercial Space in NCR (INR per Vacant Spaces in Commercial Segment in NCR Total Retail Supply in NCR (Million Rentals for Retail Space in NCR (INR per Sft per SEZ Supply and Absorption in NCR (Million Rental Trend for SEZ in NCR (INR per NCR Location Positioning and Strategy Investment Scenario in NCR by 2018 Current Supply of Housing in Pune (#) Current Supply of Commercial in Pune (Million Current Supply of Retail in Pune (Million Current Supply of SEZ in Pune (Million Total Housing Launches in Pune (# of Units) Total Housing Sales in Pune (# of Units) Base Selling Price for Housing in Pune (BSP, INR per Unsold Housing Inventory in Pune (% Share of Unsold Inventory) Total Commercial Space Supply in Pune (Million Total Commercial Space Absorption in Pune (Million Rentals for Commercial Space in Pune (INR per Vacant Spaces for Commercial Segment in Pune Total Retail Supply in Pune (Million Rentals for Retail Space in Pune (INR per Sft per SEZ Supply and Absorption in Pune (Million Rental Trend for SEZ in Pune (INR per Pune Location Positioning and Strategy Investment Scenario in Pune by 2018 Current Supply of Housing in Hyderabad (#) Current Supply of Commercial in Hyderabad (Million Current Supply of Retail in Hyderabad (Million Current Supply of SEZ in Hyderabad (Million Total Housing Launches in Hyderabad (# of Units) Total Housing Sales in Hyderabad (# of Units) Base Selling Price for Housing in Hyderabad (BSP, INR per Unsold Housing Inventory in Hyderabad (% Share of Total Commercial Space Supply in Hyderabad (Million Total Commercial Space Absorption in Hyderabad (Million Rentals for Commercial Space in Hyderabad (INR per Vacant Spaces in Commercial Segment in Hyderabad Total Retail Supply in Hyderabad (Million Rentals for Retail Space Hyderabad (INR per Sft per SEZ Supply and Absorption in Hyderabad (Million Rental Trend for SEZ in Hyderabad - SEZ (INR per Hyderabad Location Positioning and Strategy Investment Scenario in Hyderabad by 2018 Current Supply of Housing in Chennai (#) Current Supply of Commercial in Chennai (Million Current Supply of Retail in Chennai (Million Current Supply of SEZ in Chennai (Million Total Housing Launches in Chennai (# of Units) Total Housing Sales in Chennai (# of Units) Base Selling Price for Housing in Chennai (BSP, INR per Unsold Housing Inventory in Chennai (% Share of Total Commercial Space Supply in Chennai (Million Total Commercial Space Absorption in Chennai (Million Rentals for Commercial Space in Chennai (INR per Vacant Spaces for Commercial Segment in Chennai Total Retail Supply in Chennai (Million Rentals for Retail Space in Chennai (INR per Sft per SEZ Supply and Absorption in Chennai (Million Rental Trend in SEZ in Chennai (INR per Chennai Location Positioning and Strategy Investment Scenario in Chennai by 2018 Current Supply of Housing in Kolkata (#) Current Supply of Commercial in Kolkata (Million Current Supply of Retail in Kolkata (Million Current Supply of SEZ in Kolkata (Million Total Housing Launches in Kolkata (# of Units) Total Housing Sales in Kolkata (# of Units) Base Selling Price for Housing in Kolkata (BSP, INR per Unsold Housing Inventory in Kolkata (% Share of Total Commercial Space Supply in Kolkata (Million Total Absorption for Commercial Space in Kolkata (Million Rentals for Commercial Space in Kolkata (INR per Vacant Spaces in Commercial Segment in Kolkata Total Retail Supply in Kolkata (Million Rentals for Retail Space in Kolkata (INR per Sft per SEZ Supply in Kolkata (Million Rental Trend for SEZ in Kolkata (INR per Kolkata Location Positioning and Strategy Investment Scenario in Kolkata by 2018 Current Supply of Housing in Ahmedabad (# of units launched) Current Supply of Commercial in Ahmedabad (Million Current Supply of Retail in Ahmedabad (Million Current Supply of SEZ in Ahmedabad (Million Total Housing Launches in Ahmedabad (# of Units) Total Housing Sales in Ahmedabad (# of Units) Base Selling Price for Housing in Ahmedabad (BSP, INR per Unsold Housing Inventory in Ahmedabad Total Commercial Space Supply in Ahmedabad (Million Total Absorption for Commercial Space in Ahmedabad (Million Rentals for Commercial Space in Ahmedabad Vacant Spaces in Commercial Segment in Ahmedabad Total Retail Supply in Ahmedabad (Million Rentals for Retail Space in Ahmedabad (INR per Sft per SEZ Supply in Ahmedabad (Million Rental Trend for SEZ in Ahmedabad (INR per Ahmedabad Location Positioning and Strategy Investment Scenario in Ahmedabad by 2018

6 I would like to purchase the Real Estate in India 2017 report: Format (PDF) Price Site Licence (Single Location) Rs 60,000 GST (18%) Rs 10,800 Total Rs 70,800 Enterprise Licence (Multiple Locations) Rs 90,000 GST (18%) Rs 16,200 Total Rs 106,200 I am enclosing a cheque/demand draft for Rs, vide cheque/demand draft no. drawn on dated in favour of India Infrastructure Publishing Pvt. Ltd. Signature Name (Block Letters) Designation Company Mailing Address Telephone Mobile Fax Wire transfer details: Beneficiary : India Infrastructure Publishing Pvt. Ltd. Contact details: Bank Name : The Hongkong and Shanghai Banking Corporation Ltd Bank Address : R-47, Greater Kailash 1, New Delhi Account No. : Swift Code : HSBCINBB IFSC Code : HSBC Aayushi Lahoti Manager- Information Products India Infrastructure Publishing Pvt. Ltd. B-17, Qutab Institutional Area, New Delhi , India Tel: , , ; Fax: Mobile: a.lahoti@indiainfrastructure.com REAL ESTATE IN INDIA 2017 India Infrastructure Research