ValuePickr Carolina (USA)

I tried to compile key data from multiple brokerage reports to get an understanding of currently where the cycle is and where it is headed for the Indian Real Estate industry

Company related financials and business data was provided by @aritra_pal and @ganeshrpl.

India RE - Amit Rupani.pdf (1.5 MB)

Disc: small exposure to RE industry through basket approach by investments in Godrej, Kolte, and Sobha. More technical bet than fundamental.