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Time of India
30-07-2025
- Business
- Time of India
Real estate sentiment improves in Q2 2025 as demand, liquidity and policy support boost outlook: NAREDCO Index
Policy easing, demand revival drive recovery Live Events Developers take the lead in confidence surge Premium housing fuels residential recovery Commercial office market remains resilient Improved liquidity and macroeconomic stability Industry poised for sustained growth (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel After a year-long moderation, optimism has returned to India's real estate sector, driven by macroeconomic stability , accommodative policy, and robust demand in premium housing and office spaces. The Q2 2025 Knight Frank–NAREDCO Real Estate Sentiment Index reveals a marked improvement in confidence among developers, investors, and to the 45th edition of the index, the Current Sentiment Score rose to 56 in Q2 2025 from 54 in the previous quarter, while the Future Sentiment Score jumped to 61, up from 56. Both figures reflect a shift toward optimism after four quarters of cautious outlook.A confluence of favorable economic indicators—including a six-year low in CPI inflation (3.2%), record GST collections of Rs 2.4 lakh crore, and a 100-basis-point rate cut by the RBI in H1 2025—has helped rejuvenate stakeholder sentiment. These developments have improved liquidity, lowered borrowing costs, and sparked confidence in high-value residential and commercial segments.'This quarter marks a turning point,' said Shishir Baijal, Chairman and MD, Knight Frank India. 'Improved macro fundamentals and maturing sector strategies are enabling stakeholders to realign toward long-term growth, especially in premium and yield-accretive assets.'Developers exhibited the sharpest rise in confidence, with their Future Sentiment Score climbing from 53 to 63. Factors such as easier financing, stronger demand for luxury housing, and sustained commercial leasing in urban hubs are reinforcing their participants—banks, NBFCs, and private equity players—also reflected higher optimism, with their sentiment score increasing to 60 from 57. Structured funding opportunities in premium residential and office markets continue to attract institutional regions, sentiment rebounded, with the South leading at a score of 63, thanks to resilient markets like Bengaluru and Hyderabad. The North, previously hit by post-COVID uncertainty, rose from 48 to 55, while the West and East maintained a strong footing at 61 each.A strong 70% of stakeholders expect residential launches to remain stable or grow, with a marked preference for premium homes priced above Rs 1 crore. However, developers remain cautious on affordable housing due to tight margins and rising expectations also held strong, with 94% of stakeholders anticipating stable or rising prices, backed by double-digit year-on-year growth in cities like Bengaluru, Delhi-NCR, and office segment continues to perform well, buoyed by demand from Global Capability Centres (GCCs), third-party IT firms, and flex-space operators. About 80% of respondents foresee leasing volumes staying strong or improving, while 93% expect rentals to remain stable or Hyderabad, and Pune remain focal points, despite tight Grade A supply. Developers are taking a cautious approach to new commercial development, focusing instead on meeting targeted residential credit availability, thanks to the RBI's 100-bps rate cut, has significantly boosted funding sentiment. Ninety percent of stakeholders expect access to capital to stay stable or improve, compared to 79% in the previous robust macroeconomic indicators—ranging from record GST collections to an expanding PMI—have added to the positive outlook. About 70% of stakeholders now expect India's economic momentum to sustain or improve, up from 55% in Babu, President of NAREDCO, noted that the Q2 results signal the sector's growing resilience. 'Backed by lower borrowing costs, policy support, and strong demand for premium real estate, India's property market is on a strong footing for continued growth through 2025,' he said.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Hindustan Times
29-07-2025
- Business
- Hindustan Times
India's real estate market in ‘cautious recovery' mode; ₹1 crore homes drive growth in Q2 2025
Real estate developers and financial institutions remain optimistic about growth in India's property market over the next six months, despite ongoing global uncertainties. According to the Knight Frank-NAREDCO Real Estate Sentiment Index, the sector displayed signs of a 'cautious recovery' in Q2 2025. The ₹1 crore-plus housing segment continues to outperform, driven by strong demand in select micro-markets. Developers are increasingly tailoring new launches to align with evolving lifestyle preferences and patterns of urban expansion. Despite global uncertainties, real estate developers and financial institutions remain optimistic about India's property market growth over the next six months, the Knight Frank-NAREDCO report said. (Representational photo)(Pixabay) Geographically, South India emerged as the most confident region, registering a Future Sentiment Score of 63. Key cities such as Bengaluru, Hyderabad, and Chennai led this momentum, supported by robust office space absorption and active developer participation in both plotted developments and apartment projects. The Current Sentiment Score rose modestly to 56 in the April-June quarter, from 54 in the preceding January-March period, ending a four-quarter downward streak. The Future Sentiment Score climbed to 61 in April-June, from 56 a quarter ago. A score of 50 indicates a neutral outlook; scores above 50 reflect positive sentiment, while those below 50 suggest a negative outlook. The report also pointed to renewed optimism in the housing market, especially in the premium segment, spurred by falling interest rates, record GST collections, and strong demand momentum. Also Read: Bengaluru, Mumbai, Delhi among top 15 global cities for prime residential price growth: Knight Frank report Premium homes continue to attract buyers The Q2 2025 Sentiment Index showed that around 70% of stakeholders expect residential launches to remain steady or increase in the coming months. "The ₹1 crore-plus segment continues to outperform, with developers focusing on high-demand micro-markets and tailoring new launches to meet specific lifestyle needs and urban growth patterns. In contrast, launches in the mid- and low-income segments remain limited due to affordability constraints and shrinking margins, despite financing incentives," the report said The sentiment on pricing remained stable, with 94% of stakeholders anticipating stable or rising residential prices, consistent with last quarter's outlook. Cities like Bengaluru, NCR, and Chennai have reported double-digit year-on-year price growth in H1 2025, driven by limited fresh supply and strong demand for branded homes with lifestyle amenities. The report pointed out that sales expectations have also strengthened modestly. In Q2 2025, 52% of respondents expect residential sales to remain stable or improve over the next six months, slightly higher than the 50% recorded in Q1. Developers are more optimistic than before, the report said One of the key highlights of the report is the surge in optimism among developers. "The sentiment among developers has seen a sharp increase, with their Future Sentiment Score rising from 53 in Q1 to 63 in Q2 2025. This change is largely attributable to easing financing conditions, falling borrowing costs following a 100-BPS cumulative repo rate cut by the Reserve Bank of India in H1 2025, and a visible pick-up in high-ticket residential demand," the report said. The non-developer stakeholders, which include banks, NBFCs, and private equity funds, have also reported a positive sentiment this quarter. Their score improved from 57 to 60 in Q2 2025, reflecting greater comfort with the quality of inventory being developed and a growing alignment between funding institutions and developers in terms of strategic market focus, it noted. Also Read: Developers, financial institutions cautiously optimistic of growth in the real estate sector South India leads regional sentiment The report said that geographically, South India, home to high-growth residential markets such as Bengaluru, Hyderabad, and Chennai, emerged as the most confident region with a Future Sentiment Score of 63, supported by office absorption and strong developer activity in both plotted and apartment segments. "The north zone, which had hit a post-COVID low of 48 in Q1 2025, recovered to a score of 55 in Q2 2025, supported by improving infrastructure connectivity, a resurgence in demand in Delhi-NCR, and a shift in developer focus toward premium inventory. The West zone saw an increase from 58 to 61, underpinned by continued strength in markets like Mumbai and Pune, which are seeing a consolidation of residential supply and sustained demand for office space," the report said. Meanwhile, the East zone held steady at 61, with Kolkata's residential segment showing consistent mid-market activity and buyer confidence.
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Business Standard
29-07-2025
- Business
- Business Standard
Realtors, financial firms bullish on Indian real estate growth: Report
Real estate developers and financial institutions have become more optimistic towards growth in India's property market for the next six months despite global uncertainties, according to Naredco and Knight Frank. On Tuesday, realtors' body Naredco and property consultant Knight Frank India have released the 45th edition of the 'Real Estate Sentiment Index' for April-June quarter, which showed a significant shift in the mood of the supply-side stakeholders in the Indian real estate sector. "Following a year-long moderation in sentiment, stakeholders are beginning to look beyond short-term global uncertainties and are anchoring their expectations on India's structural economic strength, accommodative monetary policy, and robust demand in premium residential and office segments," the consultant said. The Current Sentiment Score rose modestly to 56 in the April-June quarter, from 54 in the preceding January-March period, ending a four-quarter downward streak. The Future Sentiment Score climbed to 61 in April-June, from 56 a quarter ago. A score of 50 indicates a neutral outlook; scores above 50 reflect positive sentiment, while those below 50 suggest a negative outlook. The report noted that India's economic environment has become more conducive to growth and investment because of low inflation, high GST collections and reduction in interest rates. Naredco President Hari Babu said the index reflects renewed optimism in the sector. "This recovery is led by steady office leasing -- particularly by GCCs and flex operators -- and strong demand for premium housing... Developers' outlook has notably strengthened amid improved liquidity and lower borrowing costs. Backed by record GST collections, robust PMI, and monetary easing, India's real estate sector appears well positioned for sustained growth through the rest of 2025," he said. Knight Frank India CMD Shishir Baijal said the recovery in both current and future sentiment scores reflects the sector's resilience and adaptability. (Only the headline and picture of this report may have been reworked by the Business Standard staff; the rest of the content is auto-generated from a syndicated feed.)
Yahoo
27-06-2025
- Business
- Yahoo
Red Lobster expands alliance with Olo
US seafood restaurant chain Red Lobster has broadened its collaboration with Olo, a technology solutions provider for eateries. Having left Olo in 2023 to create its own digital ordering platform, Red Lobster is now returning to Olo's framework. The chain acknowledged the difficulties of sustaining cutting-edge digital systems in-house as the reason for this shift. As digital ordering, customer interaction, and data analysis grow increasingly complex, many companies opt to work with expert technology partners. Red Lobster highlighted Olo's improved functionality, cost-efficiency, and capacity to stay aligned with emerging tech trends as reasons for the renewed alliance. This decision mirrors a wider industry trend towards outsourcing advanced digital solutions. The collaboration will be implemented in stages to enhance the chain's operational performance. A primary focus is the rollout of Olo's feedback management tool, Sentiment, currently being deployed across all the chain's outlets. Sentiment collates customer reviews from various platforms and delivers AI-driven insights to improve guest satisfaction. Red Lobster will also launch Catering+, Olo's comprehensive catering solution, marking its debut in direct catering services. Catering+ provides tools for managing capacity and simplifies operations through seamless point-of-sale integration. This introduction represents a significant step forward for the brand's service expansion. By the close of 2025, the chain aims to adopt Olo's complete Order suite, including its Borderless network. The move will further strengthen the chain's digital ordering capabilities and streamline operations. The phased strategy reflects the chain's dedication to smooth technological integration. Headquartered in Orlando, Florida, Red Lobster focuses on serving freshly prepared seafood that is traceable, sustainable, and responsibly sourced. In September 2024, Red Lobster exited Chapter 11 bankruptcy restructuring after completion of its acquisition by RL Investor Holdings. "Red Lobster expands alliance with Olo" was originally created and published by Verdict Food Service, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
Business Wire
26-06-2025
- Business
- Business Wire
Red Lobster Returns to Olo with Expanded Partnership, Launching First-Party Catering
NEW YORK--(BUSINESS WIRE)-- Olo Inc. (NYSE: OLO), a leading restaurant technology provider, today announced that Red Lobster has returned to the Olo platform with an expanded partnership that surpasses their original 2017 engagement. After a brief departure to pursue an in-house digital ordering solution, Red Lobster has chosen to rejoin Olo's ecosystem, citing the platform's enhanced capabilities, cost-effectiveness, and ability to keep pace with evolving technology trends. The renewed partnership also marks a significant milestone for Red Lobster as they prepare to launch first-party catering ordering for the first time in the brand's history. Red Lobster's return to Olo will follow phased approach designed to maximize operational efficiency. The seafood leader has prioritized launching Sentiment, Olo's reputation management platform, which aggregates guest feedback across review sites and provides AI-powered insights, which is currently rolling out across all locations. Building on this foundation, Red Lobster will launch Catering+, Olo's integrated catering solution, which includes capacity management tools and streamlines operations through automated POS integration, marking their entry into first-party catering ordering. That launch will be followed by the full Order suite of products by the end of 2025, including Olo's Borderless network. "We're incredibly excited to launch first-party catering for the first time in Red Lobster's history," said Nichole Robillard, Chief Marketing Officer at Red Lobster. "Catering+ will open entirely new revenue opportunities while Sentiment gives us powerful insights to enhance our guest experience across all locations. While we gained valuable learning from our internal development efforts, we're thrilled to be partnering with Olo again and look forward to what's to come." Red Lobster's journey highlights the broader industry trend as restaurant brands increasingly recognize the complexity and ongoing investment required to maintain competitive technology platforms. After departing Olo in 2023 to develop their own online ordering infrastructure, Red Lobster discovered that maintaining competitive digital capabilities requires constant innovation across multiple areas, including security, scalability, reliability, and the integration of emerging technologies. As digital ordering, guest engagement, and data analytics become more sophisticated, many brands are choosing to partner with specialized technology providers rather than develop internal capabilities. "We're honored to welcome Red Lobster back to the Olo platform and excited to support their expansion into first-party catering," said Noah Glass, Founder & CEO at Olo. "Red Lobster's return validates what we've always believed – that restaurants achieve better outcomes when they focus on what they do best: creating exceptional dining experiences. Their decision to come back demonstrates that even the most sophisticated restaurant brands recognize the value of partnering with Olo as their guest-facing tech provider." About Olo | Hospitality at Scale™ Olo (NYSE: OLO) is a leading restaurant technology provider with ordering, payment, and guest engagement solutions that help brands increase orders, streamline operations, and improve the guest experience. Each day, Olo processes millions of orders on its open SaaS platform, gathering the right data from each touchpoint into a single source—so restaurants can better understand and better serve every guest on every channel, every time. Over 750 restaurant brands trust Olo and its network of more than 400 integration partners to innovate on behalf of the restaurant community, accelerating technology's positive impact and creating a world where every restaurant guest feels like a regular. Learn more at Red Lobster is the world's largest and most-loved seafood restaurant company, headquartered in Orlando, Fla. With a proud heritage, Red Lobster is focused on serving the highest quality, freshly prepared seafood that is traceable, sustainable, and responsibly sourced. To learn more about Red Lobster, including locations and menu options, please visit or find us on Facebook, X, Instagram, Threads, or TikTok.
