INDIAN ELECTION 2014: OUTLOOK FOR THE REAL ESTATE SECTOR


By PARESH KARIA, Chartered Accountant 

We are in the midst of the most exciting and path-breaking elections our country has ever seen.The entire nation is gripped by the election fever.There is a lot of enthusiasm,especially among the young and first-time voters,which is getting reflected in the higher voter turnout in the voting done so far.Others are looking forward to cast their votes in the days to come.

Everyone is eagerly waiting for the day - for May 16, the day on which the results will be announced and the future of our country will take a new course.

While the opinion polls announced show a clear majority for one party,we will have to wait till the actual results are announced to see what type of government we will have at the centre.

Assuming, we have a stable and a growth oriented government,let us now examine the state of the real estate market,post the elections.

SHORT - TERM..

The stock market has already appreciated by 10% in the last two months in anticipation of a growth-oriented and market-friendly government.

When the actual results are announced and a stable government is formed,the overall market sentiments as well as the confidence level of the people at large,in the economy, will get tremendous boost and there could be a spike in the stock market indices.

This will have an immediate impact on the real estate market as well. The developers are likely to take advantage of improved market sentiments and announce a hike of 5% to 10% in prices.

Since the sales have been stagnant,this may further create a scenario that now with an improved economic outlook,the prices will rise further and those waiting on the sidelines would rush in to buy a property. It needs to be seen whether the property buyers will fall for the bait or / hold on to their buying decision for some more time till the initial euphoria is over.

MEDIUM - TERM..

Due to an improved economic environment and confidence level, it is believed that more people will come forward to buy property. Also,due to increased job security, more people would be willing to take a house loan for buying a property. Further, those in businesses and senior management corporate employees, would also look at buying second houses.

More importantly, investors would return back to the market and those who have made gains in the stock market, would be looking at deploying whole or / part of their profits in the real estate sector. Thus, in the mediumterm, the property prices should go up, especially in investor-driven markets such as Mumbai and the NCR.

LONG - TERM..

The real estate industry is currently going through trying times.The keyproblems faced by the industry are:
Non availability of finance/high cost of finance.

Delay in approvals..

Inconsistent and impractical policies.

According to an estimate, the above factors contribute to cost escalations of 30% to 40%. Due to the inaction of the current government, a number of policy measures & reforms in the real estate sector are held up, thereby, harming the interest of the industry players as well as property buyers.

The new government is expected to take quick policy measures and introduce reforms to address the above problems plaguing the real estate industry, thereby, giving it a new lease of life.

Some of the policy initiatives expected from the new government are:

* Streamlining the process of approvals leading to faster approvals.This could be achieved through a single window clearance system,a long pending industry demand.

*  Giving an industry/infrastructure status to the real estate industry,thereby,enabling to raise funds with ease and at competitive rates.

* Liberalising FDI investment in real estate which will also make more funds available.

* Clearing the impediments in the way of introducing REITS.

*  Introduction of a real estate regulator to protect the interest of property buyers.

 *  Changes in the Land Acquisition Bill to make it easier to acquire land for development.

Apart from above policy measures,the new government is likely to take some major initiatives in the areas of affordable housing and urbanisation.Its focus on infrastructure,especially transport,will ensure availability of more habitable areas for development of houses which in turn,will lead to an increase in supply of housing stock.Thus,in the long term,the above measures will result in a vibrant real estate sector with better infrastructure and connectivity.

The writer is a chartered accountant with over 15 years of experience in banking, financial services and real estate


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