Thursday, 17 September 2015

Kochi ranks number 1 realty destination, South markets outperform the North: PropEquity Study


Kochi has emerged as the top Tier II city in India thanks to substantial rate of real estate construction and new launches matched by significant sales.

The city, along with Indore, achieved the highest sales in the year of project launches, among all the Tier II cities, as per the latest annual report by PropEquity on top 19 tier II cities of India.

 Kochi, proposed to be one of the smart cities is fast becoming home to emerging software companies. Kochi has also pipped the state capital Trivandrum, which finished at number 5 in the Prop Equity report.

The report has thrown some startling revelations in some ways, as no city could come on top on more than 2 advanced parameters, and in fact most cities, doing extremely well on some parameters, fared poorly on others. A case in point is Dehradun, which is top on 2 parameters, while last in other four, and hence, has fallen in overall ranking. As a result, cities which fared slightly above moderate on most parameters, excelled in the overall rankings. Cases in point are Kochi and Nashik.

On a regional level, it is not just (#1) Kochi, which has done well from the southern region. The latest report by PropEquity puts all top six Southern TIER II cities of India in the overall top 10, with Vishakapatnam at #3, Trivandrum at #5, Mangalore at #7, Goa at #9 and Coimbatore at #10.

Kochi is followed by Nashik at #2 and Vadodara at # 4, both from Western India. Regionally, South is at the top, followed by West and Central India. North India finds itself at the bottom.

Overall, the top 6 cities have achieved very close cumulative numbers (in range of 12.3 to 13.6), based on which rankings have been calculated. Consequently, these cities are collectively looking worthy, rather than standing way apart from each other.

The top 10 rankings consist of 6 cities of South India, 2 from West India, and 1 each from Central and North India Only one city from Northern India, Jaipur, came in the top 10 with sixth rank. Much like TIER I cities report which was released recently, TIER II cities from North are also marred by project delays, expensive properties and a demand and supply mismatch.

“Kochi has done relatively well on several parameters including absorption in new launches, construction, committed to construction completed, and CAGR of absorption. These reasons helped the city attain the top rank in our study. Although the Tier 2-3 cities have performed better in India, they too have been adversely affected during this current slowdown, which has severely impact the tier I cities,” Mr. Samir Jasuja, MD and Founder at PropEquity said.

Top 10 cities in the list are-
 1) Kochi
2) Nashik
3) Vishakapatnam
4) Vadodra
5)Trivandrum
6) Jaipur
7) Mangalore
8) Indore
9) Goa
10)Coimbatore

Ten key parameters have been taken into account to generate the rankings, including the price, supply, absorption, inventory, and new launch trends. The study has also looked at execution delays and the size of the market in value terms.

The bottom four cities in the complete ranking Agra, Lucknow, Bhiwadi and Mohali are all from the Northern region.

Interestingly the 19 TIER II cities (consolidated) have a total market size in terms of annual primary sales of INR 326 Billion annually,which is lesser than the market sizes of Bengaluru (at INR 361 Billion) and Mumbai ( at INR 341 Billion) respectively.

Overall, the new residential supply in the top 19 TIER II cities has fallen by an overwhelming 64% in the last two years, as against a fall of 40% in top 14 TIER I cities, in the same period.

Residential absorption in the 19 TIER II cities has fallen by 17% in the last two years, as against a fall of 32 % in the top 14 TIER I cities, in the same period. The TIER II markets are clearly end user driven than investor driven.

The launch prices of tier II cites increased at an annual rate of 9% over a period of 2 years compared to 10% for TIER I cities.

Southern cities have proven to be resilient, and their conservative nature in even better times actually has helped them sustain traction in the troubled times that the industry is going through.

Report Summary: 

SOUTH INDIA

•Southern India has traditionally been an end user market, which has kept its realty prices in check and relatively affordable.
• All 6 cities of South India have ranked amongst the top 10.
• Kochi bags the top position because of its superior connectivity, economic activity, project delivery track record, and low inventory
• Kochi is also a proposed smart city with several emerging software hubs and manufacturing industries. The influence of the Non Resident Keralites has also kept the demand ticking in this port city.
• Kochi has seen the highest absorption in new launches at 39%, a critical indicator of healthy demand in any real estate market.
• Barring Coimbatore, all other top south Indian TIER II cites have inventory in the range of 15 to 22 months, which is well within the comfortable level of 24 months.
• Unsold inventory in Coimbatore remains high at 28 months. Yet the city makes it to the top 10, as the second largest producer of software in Tamil Nadu, after Chennai.

WEST INDIA

• Gujarat is developing at a rapid pace because of its commitment to infrastructure development, triggering growth in its Tier II cities.
• Vadodara stands way ahead of all other TIER II cities in terms of absorption, clocking an average of 12,500 units or 16% of the overall absorption in TIER II cities. These sales have resulted in Vadodara clocking INR 43 Billion sales.
• The weighted price of absorbed units in Vadodara stands at INR 2,322 psf, making it highly affordable. This also makes it the second lowest figure amongst the TIER II cities.
• Mumbai-Vadodara Expressway has also been planned which will further boost prices in Gujarat. Budding social infrastructure in Vadodara and Nashik, is drawing many investors from neighboring cities like Pune and Mumbai.
• Gandhinagar is worth a mention because of the lowest delays in execution of projects. At 8 months it is almost half of average delay of 15 months of all the TIER II cities.
• The cities considered in the Western region have the lowest average delay of 9 months for execution. Surprisingly, the TIER II city developers in the western region are showing more commitment to execution than their TIER I counterparts.

CENTRAL INDIA

• Nagpur is fast emerging as a strategic hot spot with developments like the upcoming rapid transit, Nagpur Metro and the MIHAN project. The fully functional Nagpur international airport is also a big positive for the city.
• Slowdown is now visible in Bhopal with absorption falling by 38%. The increase in government levied taxations and certain legal judgments passed on the real-estate sector, are impacting the housing market. Raipur has also not done too well, with a 36% fall in absorption over last year.
 • Surprisingly though, despite falling demand, Bhopal witnessed the maximum launch price increase among TIER II cities, with a CAPR of 23%. This rate of increase is higher than that witnessed in other TIER II cities.
• Central India has the lowest average absorption prices of all the regions, that is 15% less than the national average, at INR 2,538 per square feet.

NORTH INDIA

• North India is the worst performer amongst all regions, performing below par on all the evaluated parameters.
• Three of the top four cities in terms of inventory overhang belong to north India, with Mohali leading with 50 months of inventory.
• Dehradun (23 months) is the only city from the North with inventory overhang of less than 24 months.
• Investors are shying away from this market due to price stagnation and disappearing returns on investments. End-users are waiting for the prices to further correct.
• Northern region has emerged as the second most expensive destination among TIER II cities, with the weighted average price being INR 3,000 per square feet.

About PropEquity:

P.E. Analytics owns and operates PropEquity which is an online subscription based real estate data and analytics platform covering over 45,000 projects of 8,200 developers across over 40 cities in India. We add approximately 500 projects every month. It is a premier Business Intelligence product- a first of its kind in India in the Realty space.

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