“The Union Budget adopts a capex-led, asset-focused approach that indirectly strengthens the real estate sector through infrastructure-driven growth. The ₹12.2 lakh crore public capital expenditure, with emphasis on transport, urban infrastructure, energy and climate assets is expected to improve connectivity, unlock new micro-markets and enhance land values across residential, commercial and mixed-use segments. REIT-led monetisation of surplus CPSE commercial assets marks a significant structural reform, deepening the REIT market without privatisation. Long-term policy support for data centres and manufacturing-led initiatives across MSMEs and emerging sectors will strengthen employment clusters and drive housing absorption beyond metros. While the absence of direct support for affordable housing remains a gap, the budget reinforces long-term confidence in real assets, positioning real estate as a key beneficiary of India’s infrastructure and investment-led growth cycle.”
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