The Real Estate Story Nobody Is Tracking
Everyone is focused on residential sales numbers. The more interesting data point is land acquisition. Over the past few quarters, major developers have aggressively acquired land banks despite premium valuations. Companies typically don't deploy capital this aggressively unless they see strong demand visibility for the next 3–5 years. Developers like $DLF , $GODREJPROP , $PRESTIGE continue to expand their project pipeline, signaling confidence that the real estate cycle may have more room to run.
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