"We're just 2-3 years into an 8-year Real Estate Cycle" | How to Analyze Real Estate Stocks?
Shankar Nath Shankar Nath
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 Published On Mar 22, 2024

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The Indian real estate industry is experiencing unprecedented growth, marked by a surge in property launches across the top 7 cities in 2023. Companies like DLF, Prestige, Sobha, Godrej Properties, Oberoi Realty, Macrotech (Lodha Developers), Ashiana Housing and others are at the forefront of this expansion, with robust sales and strategic initiatives driving market momentum. In this video, we shall examine the real estate industry in greater details as we look at the structural variables, the complexities, macroeconomic factors, RERA and much more. Real estate stocks have been on an upswing over the past 2 years and with increased project launches, reduced unsold inventory and rising consumer confidence, this trend is likely to continued for another 3 to 4 years. Ergo, we'll also examine the metrics and variables one needs to look for when evaluating real estate companies

👉 Video Chapters:
00:00 India's Real Estate Market
01:13 Highly Fragmented
02:02 Inherently Cyclical
04:42 Capital Intensive
05:41 Large Size of Operations
06:19 Brand & Market Position
07:21 Diversification
08:18 Risks
10:06 Area Constructed & Bookings
11:23 Collections
12:57 Advances
14:35 Sales Potential & Launches
15:59 Debt Levels
16:41 Shankar's Viewpoint

👉 Additional Reading/Resources
▸ Real Estate Industry Analysis by Dr. Vijay Malik: https://www.drvijaymalik.com/real-est...
▸ Youtube video by Scientific Investing:    • Unraveling the Secrets of Real Estate...  

#realestatesector #realestatestocks #dlf #prestige #sobhacity #godrejproperties #oberoirealty #lodha #macrotech

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

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