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ICICI Securities Report
Real estate was one of the sectors impacted significantly by Covid-19/lockdown in FY21.
We note following trends have emerged in FY21 and are likely to continue even in FY22.
1. continued prevalence of ‘Work from Home’ negatively impacting office space requirement;
2. residential real estate has made a strong comeback with need for larger homes;
3. industry consolidation and market share gains for larger incumbents across real estate asset classes;
4. quality malls will continue to attract footfalls and consumption whenever Covid-19 impact wanes;
5. rental assets continue to attract public and private institutional capital in the form of real estate investment trusts’ and platform deals.
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