As Nifty soars to a new high, Siddhartha Khemka of MOFSL shares how investors can generate alpha and also talks about the stocks and the sectors that can strengthen their portfolios
So far, REITs have been an instrument of choice for big realty developers and investors. There is scope for smaller players to step up for this financing route to build office capacity. This would also formalise capital flow into commercial real estate, which can be expected to improve the quality of future supply.
Real estate companies are set to ride a wave of launches in the second half of the financial year. But the sector could face a bit of a dampener from delayed interest rate cuts, the slowdown in the IT sector, and outcomes of state elections.