The Union Budget 2026 reflects policy continuity through its sustained focus on infrastructure development and planned urbanisation, which together form the structural foundation for long-term growth in the real estate sector. The emphasis on urban mobility, integrated housing initiatives, and infrastructure-led expansion across Tier-1 and Tier-2 cities is expected to support orderly urban growth and strengthen regional market fundamentals over time. The Budget's measured approach toward enhancing manufacturing competitiveness through rationalisation of duties, cost efficiencies, and targeted sectoral support addresses key structural aspects of domestic production. These measures may contribute to broader employment creation and income stability, which are important enablers for consumption-led sectors, including housing, over the medium term.Overall, the continued focus on infrastructure creation, economic stability, and spatial development corridors provides a constructive policy backdrop for stakeholders across the real estate ecosystem, including developers, lenders, and homebuyers.

Mr Manik Malik, CEO, BPTP

02 Feb 2026

Union Budget 2026 - 27 is a master plan in shifting India's real estate sector from asset creation to asset efficiency. Integration of seven high speed rail corridors like Delhi - Varanasi, the government isn't just moving people, but expanding the very boundaries of metropolitans like Delhi NCR. The introduction of the Infrastructure Risk Guarantee Fund and dedicated CPSE REITs provides institutional liquidity to the sector. Most crucially, the push for domestic manufacturing of high value equipment, from tunnel borers to firefighting systems will drastically compress project timelines. For the premium housing segment, these factors will help prime locations, turning high - speed transit hubs into the next prestigious address for a bespoke living. We are witnessing the beginning of a leaner, technologically superior, and self reliant Indian infrastructure.

Jitendra Yadav, Director, Roots Developers

02 Feb 2026

The Union Budget 2026 is a significant moment for real estate in rising Tier-II hubs like Sonipat and Indore . By committing 12.2 lakh crore in capex and launching the Infrastructure Risk Guarantee Fund, the government is providing the structural 'safety net' needed for rapid urban expansion. The 5,000 crore City Economic Region initiative will transform these emerging cities into self-sustaining growth engines, while new REITs for CPSE assets will inject institutional liquidity. This budget officially shifts the industry's focus toward a 'Bharat' growth story, where enhanced connectivity and urban rejuvenation will drive unprecedented value appreciation across India's emerging skylines.

Yashank Wason, Managing Director, Royal Green Realty

02 Feb 2026

The Union Budget 2026 brings exciting news for real estate, particularly in Tier-II cities. Finance Minister Nirmala Sitharaman announced 5,000 crore per City Economic Region over five years to upgrade urban infrastructure in these growing hubs. Add to that the new Infrastructure Risk Guarantee Fund, dedicated REITs for recycling CPSE assets, and a massive 12.2 lakh crore capex for FY27. These steps will attract investments, fuel housing and commercial projects, and ensure balanced growth. Tier-II cities, especailly cities like Sonipat-Kundli are set for a real estate boom this year.

Rajat Bokolia, CEO, Newstone

02 Feb 2026

The Union Budget 2026 sends a strong long-term signal for India's real estate and infrastructure ecosystem, with a clear focus on Tier-II cities such as Sonipat, which benefit from strategic proximity to the national capital(turning out as a new economic hub), alongside Tier-III markets. The proposed Infrastructure Risk Guarantee Fund and asset monetisation through dedicated REITs are expected to unlock capital and strengthen investor confidence. With capital expenditure scaled up to 12.2 lakh crore and targeted allocations for City Economic Regions, the emphasis on balanced urban growth is evident. Improved infrastructure, enhanced connectivity and planned urban development will significantly drive housing, commercial and mixed-use real estate demand, positioning emerging cities as the next growth engines of the sector.

Abhay Kumar Mishra, CEO & President, Jindal Realty

02 Feb 2026

"The initiative to set up 5 new university townships with focus on development of higher education infrastructure and forwarding Indian traditional medicine research and development. Focused investment will attract significant private participation and aligned zoning will evoke international educational institutions to get easy access to set up campuses and proliferate cutting edge instruction mediums that can adopted and developed. By also allowing residential enclaves in these university townships, a blueprint to develop student cities that can rival international hubs like Seoul, London, Melbourne, etc."

By Ajay Sharma, Managing Director, Valuation & Advisory Services at Colliers India

01 Feb 2026

The Budget continues to reinforce India's medical tourism ambition by promoting public-private partnerships to build a more patient-centric healthcare ecosystem and attract international patients.

Jatin Shah, Chief Operating Officer, Colliers India

01 Feb 2026

A stable economic trajectory marked by sustained growth and moderate inflation creates a predictable policy environment, boosts investor confidence, and supports long-term capital formation. Government measures have already delivered a high growth rate of around 7%, strengthening consumption, employment, and overall economic resilience.

By Arpit Mehrotra, Managing Director, Office Services at Colliers India

01 Feb 2026

Budget has laid clear focus on the development of MSMEs through the creation of SME growth fund in addition to other measures. This will aid in the proliferation of small and medium enterprises across different sectors, support spatial development of sectors while creating real estate opportunities.

By Vimal Nadar, National Director & Head, Research at Colliers India

01 Feb 2026

AIFs and REITs typically invest through debt instruments and preference shares. The current proposal envisages PROI investing in equity instruments, which is likely to have a greater impact on the equity markets. AIFs and REITs are therefore unlikely to see any material impact, particularly as these investment vehicles already enjoy significant tax advantages, especially when investments are routed through GIFT City.

Saurabh Bhagat, Chief Financial Officer, Colliers India

01 Feb 2026