Real Estate Experts Weigh In on Union Budget 2026 Infrastructure Measures

The Union Budget 2026–27 reinforces the government’s long-term commitment to infrastructure-led growth, a foundational pillar for the real estate sector. The emphasis on structured urban development, risk mitigation, and connectivity aligns with the industry’s need for long-term policy stability.

The creation of the Infrastructure Risk Guarantee Fund is a positive step towards enhancing lender confidence and encouraging greater private sector participation in large-scale infrastructure projects. Improved infrastructure financing is expected to indirectly support real estate demand, given the strong linkage between housing growth and connectivity.

Additionally, the move to accelerate monetisation of CPSE-owned real estate assets through dedicated REITs is likely to improve capital efficiency and strengthen institutional frameworks for asset recycling. Overall, the Budget appears neutral for real estate in the short term while remaining supportive of long-term sectoral growth.

- Ashok Kapur | Chairman, Krishna Group and Krisumi Corporation