- Mumbai property registrations reportedly fell ~8% in Jan 2026 (11,219 units) while stamp duty collections rose (~2%) and remained very high, suggesting mix shift toward higher ticket sizes.
Read-through for Hyderabad: Premium segment resilience often spills into Hyderabad’s luxury pipeline with a 1–2 quarter lag.
Bengaluru — Affordability pressure in key corridors
- Bengaluru price appreciation remains strong; reports flag widening affordability stress even for high earners.
- Another cited tracker shows multi-year PSF growth leadership among Indian metros.
India-wide — Infrastructure remains the strongest price catalyst
- Broadly, metro/highway connectivity continues to command measurable premiums (buyer + rental demand clustering around access).
Global — Rate-cut expectations and CRE positioning
- Global macro: expectations of rate easing (example: UK rate-cut expectations) can support cap-rate stabilization themes.
- 2026 CRE narratives from major researchers emphasize selective recovery and “modern space scarcity” as new supply slows in many regions
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