Connectivity drives demand: Property prices along Dwarka Expressway double in 4 years
Property values along Dwarka Expressway surged from ₹9,434/sqft in 2020 to nearly ₹18,668/sqft in 2024, with 3BHK prices rising from ₹1.8 crore to as high as ₹4 crore in 2025. With both Delhi and Gurugram portions of the expressway now operational, analysts expect another 15–20% growth by 2027.
- Strong infrastructure-led appreciation is rewarding early investors; long-term capital gain seekers should still see upside.
- Rental demand will strengthen due to IGI Airport and CBD connectivity.
- Developers launching mixed-use projects benefit from end-user demand, not just speculation.
- Key risk: affordability ceiling could slow absorption in premium units.
- Best suited for investors targeting long-term appreciation and premium rentals.
Reference: Connectivity drives demand: Property prices along Dwarka Expressway double in 4 years.
Gurugram real estate: Bubble or boom
Prices are up ~67% since mid-2023, with 14,000 units sold in Q2 2025 despite high circle rates and rising costs. Analysts argue the market is not in a speculative bubble yet but affordability is stretched.
- Strong sales of premium projects indicate real demand rather than pure speculation.
- Rental yields may not immediately match capital growth, requiring patience.
- Circle-rate hikes and stretched affordability may cool momentum in mid-income segments.
- Residential and luxury investors benefit now, but short-term flippers face risk. This is a selective boom, not a broad bubble.
Reference: Gurugram real estate: Bubble or boom
Gurugram’s affordable housing projects hit by missing roads
Residents in budget housing projects (e.g., Signature Global City, Pyramid, ROF Alante) protest missing 24-metre roads and key amenities promised under approvals.
- Infrastructure lapses undermine buyer trust and investor confidence in affordable housing.
- Lower rental demand due to poor accessibility – even taxis refuse entry to some projects.
- Investors in this segment face delivery and reputation risk. Safer to focus on mid and premium housing where infrastructure is assured.
Reference:Gurugram’s affordable housing projects hit by missing roads
Table Space leases 5 lakh sq ft in Gurugram’s Intellion Park for Google
Table Space signed a six-year, ₹3.5 crore/month lease at Sector 59’s Intellion Park, sub-leasing to Google.
- Landmark lease signals strong corporate demand for Grade-A office space.
- High-profile tenants like Google enhance area branding and nearby commercial values.
- Stable long-term rental cash flow validates Gurugram as a commercial investment hub.
- Positive for office space and REIT investors, strengthening long-term rental income visibility.
Reference: Table Space leases 5 lakh sq ft in Gurugram’s Intellion Park for Google
DDA to e-auction 200+ properties including festival sites & cafes
Delhi Development Authority will auction 200+ license-based sites (event lawns, kiosks, cafés, towers) for 10–12 month terms starting Sept 30.
- Short-term licenses create operational opportunities, not long-term asset plays.
- Limited direct impact on appreciation, but boosts local commerce around auctioned sites.
- Neutral for investors; more relevant for SME operators and retail entrepreneurs.
Reference: DDA to e-auction 200+ properties including festival sites & cafes
CAG audit flags discretionary plot allotments in Greater Noida
A CAG audit shows 30% of allotments between 2006–2018 bypassed eligibility norms, causing ₹3,600 crore losses and low operationalization of plots.
- Governance lapses erode investor trust in GNIDA.
- Legal disputes and possible cancellations create regulatory risk.
- Negative sentiment for industrial/commercial investors in Greater Noida until reforms and transparency restore confidence.
Reference: CAG audit flags discretionary plot allotments in Greater Noida
Greater Noida relief for Sampada Livia stalled project
GNIDA allowed mortgage approvals and validity extensions for Sampada Livia project (Sector Chi-5), unlocking bank loans for long-delayed completion by 2026.
- Revives buyer sentiment and signals government intent to resolve legacy issues.
- Could unlock value in long-stalled projects, improving liquidity.
- Positive for residential buyers and distressed-asset investors; policy-driven revivals can unlock trapped capital.
Reference: Greater Noida relief for Sampada Livia stalled project
UP govt approves GIS-based Ghaziabad Master Plan 2031 with TOD
Plan expands developable land by 28%, focusing on 4,261 hectares around RRTS and metro nodes, aiming for high-density mixed-use growth for 6.47 million population.
- Transit-Oriented Development (TOD) boosts land values near stations and corridors.
- Attractive for long-term investors in residential and commercial verticals.
- Positive for Ghaziabad realty; expect capital appreciation around RRTS and metro belts.
Reference: UP govt approves GIS-based Ghaziabad Master Plan 2031 with TOD
UP to introduce QR code–based property verification
By 2026, all UP property documents will feature QR codes enabling instant title checks. Registry–revenue integration will allow real-time ownership updates; stamp duty on rental agreements will be reduced.
- Strong fraud prevention and transparency, improving investor confidence.
- Faster registration boosts liquidity and reduces transaction delays.
- Lower stamp duty encourages formal rental market growth.
- Major positive reform for institutional and retail investors; strengthens UP’s real estate market credibility.
Reference: UP to introduce QR code–based property verification
Investor Summary
- Gurugram premium and expressway zones remain growth engines, though affordability risks loom.
- Affordable housing in Gurugram is under stress – caution advised.
- Commercial space demand is strong, validated by Google’s entry.
- Governance risk weighs on Greater Noida, but revival policies show green shoots.
- Ghaziabad and UP at large offer long-term structural opportunities driven by TOD and digitization reforms.
