The Daily Brief Concrete, cash, and confidence: Decoding residential real estate
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Aug 13, 2025 Delve into the intriguing world of India's real estate, where virtual property bookings challenge buyers. Explore the critical land acquisition strategies and recent regulatory shifts that protect customer payments. Discover how developers navigate market trends amidst rising prices and construction challenges. The podcast also touches on the startling surge in alcohol and tobacco consumption in India, scrutinizing governmental taxation efforts. Lastly, it analyzes the struggles of Indian IT companies and the implications of new shipping legislation for trade.
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Sales For Buildings That Aren't Built
- Hundreds queue in Gurgaon to buy apartments that don't exist yet, showing pre-sales mania.
- The developer collected Rs 500 crores in bookings on launch day for a project still a 3D model.
Land Choice Defines The Business Model
- Land sourcing strategy (buy, joint development, redevelopment) determines a developer's funding needs and risk.
- Land can be 5-10% of costs on greenfields and over 60% in central metros.
Approvals Make Or Break Timelines
- Projects require 50–60 different government approvals and delays in any can stall the whole project.
- Knowing approval-stage versus active construction projects reveals a developer's future growth visibility.