'We're just 2-3 years into an 8-year Real Estate Cycle' | How to Analyze Real Estate Stocks?

► Need Term or Health Insurance?

► 26,000+ readers have joined my Investing Newsletter

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

#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

[manmohandhanoa]

I like Your style of saying *Let's begin* and a miniature Shankar jumping out to request people for a like 😊

[maulik]

He is the best youtuber in terms of quality of content

[manishdedhia]

As a developer.. this was near perfect analysis.. good job

[albinvk]

I was about to invest in dlf... I found this channel very lately.. Thank you😍

[hmt]

I think home loans are not cheaper compared to what it was few years ago. But yes, it is the cheapest loan overall.

[Pratik-zdzj]

Majority of real estate builders accept unaccounted money in their transactions going as low as the circle rate .
This unrecognised revenue which should ideally belong to shareholders is simple siphoned off by the promoters .

This has prevented me from investing in real estate stocks. What are your thoughts ?

[deepakkapri]

Hi Shankar sir, if you are reading this comment, I have a request to you.
Sir can you please share your views on swing trading or can you make a video in which you explain some good swing trading strategies. Thank you so much.

[awanipandya]

This video is very informative and as usual very thought of. I want to understand why we have such high demand for residental properties even from investment perspective but as per rental ROI is less than 4% ..

[youngbrains]

let me predict... ur subscriber base will be 10X in next 2-3 yrs.. super content man.... amazing

[thyagarajankrishnan]

Hi Shankar - From a consumer's (apartment owners') perspective, is the current real estate boom the best period for undertaking any redevelopment projects to get the best deal from real estate companies or should we wait for the downturn? Though not completely related, will be good to know your perspective.

[vtsanjeev]

Sir, please make a video on books, sites, tools used to be successful investor.

[commanderbharatkumarunerca]

Great insight as always Shankar. Kudos!!!

[uncommonprofit]

Good one as usual Shankar ...could you pls do a video on India listed REIT please

[loveeveryone]

I love watching your videos. I started investing after watching your videos. Thank you for the inspiring us through your videos to invest. How to contact you for consultation? Thank you

[agape]

Can you brief what affects exchange rate Does infaltion in India affect USD to Inr Can you brief it

[parthkapoor]

I have a fairly good understanding of all the the indiacators that you talk about. I would also request you to give us links where we can find these numbers to make a better choice. Kudos to your great work Sir.

[eastkailash]

Hi Shankar, wonderful video. I was wondering what are your thoughts about the r eal estate (asset) prices - residential specially?

[vishalkumar]

Your have collected information very precisely and near to actual, thanks this

[shankhasuvradas]

Hi Shankar Sir,
Can you please guide us on how to determine about when to switch or exit a mutual fund? I have UTI Flexicap Fund in my bucket which is performing poorly at the moment. But few years back hdfc flexicap fund was also giving negative returns, and then a turnaround story happened. Can you please make a video on this topic?

[anonymous-jmiw]

n the past there were few Mutual Funds scheme which got closed or didnt worked Many youtubers influecners are making videos on mutual fund scheme but no one is telling us the history of mutual Funds in india like in year 1999-2000 many mutual fund scheme closed and many people money were gone almost to nil we want a video on those mutual funds why the fund got closed and how does this all happen how do we will get to know about when a mutual fund will close their scheme for example- Reliance natural resources Fund
Do make a video on this and share some knowledge which others wont thnakyou