RBI Rate Cuts To Drive Realty Stocks Higher In 2026, Here's The Top Picks

Real estate could emerge as a strong-performing sector in 2026 after a phase of underperformance, backed by government-led infrastructure spending and RBI interest rate cuts. The outlook favors' developers with high corporate governance standards and a pan-India presence, positioning them to benefit from improving demand and lower borrowing costs. Among top picks, Godrej Properties is seen as a steady long-term wealth creator, supported by strong execution and balance-sheet discipline. From current levels near ₹2,035, the stock is projected to move towards ₹2,400 over the next year, with downside protection around ₹1,940. DLF is another preferred bet, with a target of ₹900 from current levels near ₹700, and a stop-loss at ₹630. Together, these stocks capture the realty recovery theme for 2026.