印度的房地产部门在2025年底稳定下来,办公租赁强劲,各地区的情绪有所改善。 India's real estate sector stabilized in late 2025, with strong office leasing and improved sentiment across regions.

印度房地产部门在2025年的Q4中表现出稳定的情绪,骑士Frank-NAREDCO指数报告,当前感知分数为60分,稳定的未来分数为61分,反映出乐观情绪。 India's real estate sector showed stabilized sentiment in Q4 2025, with the Knight Frank-NAREDCO index reporting a Current Sentiment Score of 60 and a steady Future Score of 61, reflecting optimism. 改善宏观经济条件、缓和通货膨胀和稳定供资支持信心,其驱动力是强有力的办公租赁——特别是从全球能力中心租赁——以及有限的高质量空间。 Improved macroeconomic conditions, easing inflation, and stable funding supported confidence, driven by strong office leasing—especially from Global Capability Centres—and limited high-quality space. 流动性得到改善,投资者支持优质资产,而以南方、西方和东方为首的所有地区,62岁和以北方为首的区域情绪上升,59岁和以北方为首的区域情绪上升。 Liquidity improved, with investors favoring quality assets, while regional sentiment rose across all zones, led by the South, West, and East at 62, and the North at 59. 机构投资者表现出强烈的信心,而开发商仍保持谨慎。 Institutional investors showed strong confidence, while developers remained cautious. 保费部分的住宅需求保持稳定,该部门进入2026年的基础较为稳定。 Residential demand remained steady in premium segments, and the sector entered 2026 on a more stable foundation.