REALTY Sector

JEFFERIES ON REALTY : 06.01.2022

* Jefferies on Realty: Indian residential property cycle will enter its 2nd positive year in 2022
* Indian Residential Property Cycle Will Enter Its 2nd Positive Year In 2022
* 8-yr Low Inventories & Affordability Imply 10% Ind Vol And 5 10% Price Hikes
* Office Occupancy Should Also Rise As WFH Reverses, Rental Uptick Could Be Lagged
* Any Rate Hike Driven Scare In Property Stocks Would Be A Buying Opportunity
* Godrej Properties, Macrotech Developers (Lodha) & Prestige Are Preferred Picks