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The unsold inventory in the top 8 metros remained at 926000 residential units as at end of June 2024; The high sales momentum is foreseen to be there even in this holiday period.

Three months later, the ‘Housing inventory overhang’ is defined as term to sell the residual residential units in any real estate market at particular sales velocity in the current state of affairs. This particular measure is very critical in determining the outlook of a real estate market as it depicts greater market performance with less inventory overhang.

Top 8 Cities Performance In Q2 2024

Ahmedabad

Property market of Ahmedabad stands out of the among eight markets examined, recorded the highest reduction in inventory overhang from 33 months to just 18 months QoQ in Q2 2024. This amount to a net reduction of more than 12500 units every year Strong demand is reviving the real estate market of the city particularly for mid-price and low end homes which is aiding the developers in offloading the available unsold stock quite effectively.

Most of the market analysis is centered on the Developer’s approach – which has been quite strategic of late – in the launching of new projects to avoid market supply imbalance, this is greatly credited on the dramatic cut back. Such favorable trend observed in the Ahmedabad real estate market is likely to be sustained in second half of the year based in industrial and commercial base that is underpinning the housing need. Delhi-NCR

Delhi

Real estate update in Delhi shows that the inventory overhanging property improved and by the end of June 2024 this tendency had improved significantly declining from a whopping 72 months in 2023 to just 31 months. As compared to 2012, the city managed to offload more than 9400 apartments that were left unsold year on year basis. Worth noting is the enhanced performance of the property market in the area which had been troubled with overstocked High end properties.

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Delhi-NCR developers have shifted their focus on constructing affordable and mid-priced housing units to cater the needs of the growing middle class. As a result of this change of strategy, better sales and a higher rate of market absorption have been recorded. There are however eases, especially in the higher end markets where about the demand is still low.

Mumbai Metropolitan Region (MMR)

In spite of improvement in overall market conditions, Mumbai Metropolitan Region (MMR) tussles with high level of slow moving unsold housing stock. As of Q2 2024, MMR high rise accounted for 3,39,362 unsold units or 54% of total 621,095 unsold inventory across eight top most markets of India. There has been considerable inventory build up in MMR because every few months new projects are being launched by developers due to steady interest from both investors and end users.

Still the huge amount of high-end and luxury property remained in demand. Sales are more sluggish, however, because the number of new projects coming up is huge. It will take some time for the market to soak up this stock of 28 months of overhung inventory even if it is expected that holiday sales events will give an upside to sale.

Pune

In Pune, another region where there is quite a lot of unused stock, there were 1,57,555 available unsold units as at June 2024. Similar to MMR, high number of newly launched projects in Pune has fostered 1% unsold inventory even after a year. Pune is currently saddled with a 24 month inventory overhang which is much of lower absorption pace than other cities of India.

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However, Pune’s mid-price and low-cost residential real estate is still performing well due to the city’s growing IT sector and industrial base that is creating high housing needs. Construction companies are focusing on adapting their latest projects as per the preferences and requirements of young employed professionals and first-time homebuyers.

Bangalore

Bangalore property is considered to be more or less stable in nature and this trend remained the case in Q2 2024. The housing inventory overhang reduced from 36 months in 2023 to 18 months in Q2 2024 with the city still having 81,153 units remaining unsold. The demand for the IT boom coupled with the available residential spaces of diverse categories in affordable, average and luxury have contributed to this hybrid market.

The builders in Bengaluru have started to delve into new launches very gradually, ensuring that there is no overriding demand. Consequently, the market remained even and developers have converted unsold stock at a normal rate.

Hyderabad

Hyderabad Property in Hyderabad saw a decrease in property overhang inventories from 39 months in the year 2023 to 26 months in Q2 2024. However the city still has large amounts of unsold stock standing at 1,32,178 units. With its status as a leading IT destination and base for international corporate houses, the city has recently impressive development mark in the real estate industry.

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Hyderabadi developers getting ready to launch new slots due to the increasing population in the city, however, this has caused some regions to be over supplied. The market will take swifter pace to clear off present unsold stock despite the strong appetite for housing focusing on mid-range property.

Chennai

Chennai The inventory overhang of property in Chennai decreased somewhat from 2020 to 2023 and stood at 28 months by 2023 where it so stands at 24 months in Q2 2024. At present, there are more than 34,000 unsold units in the city. However, Chennai’s housing market does not enjoy the same level of absorption seen in Ahmedabad or Bengaluru even with the ongoing demand in the housing sector including the mid-range market, and the mid-range segment.

The middle-class people in Chennai are yearning for budget housing therefore the developers have shifted to smaller constructions in the region. Yet this strategy is reducing the inventory overhang steadily, the absorption rates remain lackluster compared to other major markets.

Conclusion

The dramatic low inventory overhang observed in Q2 2023 is clear evidence that the dynamics of the demand and supply balance in the real estate market in India is improving. The greatest advancements have been noted in Benguluru, Delhi-NCR and Ahmedabad; on the other hand, Mumbai, Pune and Hyderabad still grapple with piled up stock of unsold real estate. With the onset of the festive season, we expect this outlook to only get stronger and therefore improve the activity and the levels of buyer engagement across the country.

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