Real Estate’s Big Comeback : What's For You

From Crash to 600% Growth

Tuesday, 2 Sep 2025

Forwarded this email? Subscribe Now

Good evening, WeekendInvestor

Nifty Realty's Rally: From Demolition to Domination

The Phoenix of the Nifty Realty Index

The story of the Nifty Realty Index is a powerful testament to the cyclical nature of markets and the danger of succumbing to short-term sentiment. From 2006 to 2016, the sector experienced a crushing drop of nearly 86%. This dramatic crash left many investors disillusioned and unwilling to give real estate a second look. The prevailing wisdom was that the sector was demolished and had no chance of a comeback.

From Demolition to Domination

However, the next decade told a completely different story. From 2016 to 2025, the very same sector that was considered a lost cause posted an astonishing gain of 600%.

This incredible performance turned the Nifty Realty Index into one of the best-performing sectors. This showcases how a worst-performing sector can, with time, become a leader.

The Futility of Guesswork

Source : Sameer on ET Wealth

The real estate example, also highlighted in the ET Wealth returns quilt, clearly shows how the sector often languished at the bottom before suddenly leaping to the top for multiple years. This rapid shift in fortunes proves the futility of trying to guess which sector will perform well in the future. Instead of making predictions, a more effective strategy is to follow the momentum of sectors that are already doing well.

By aligning with current trends, you can remove the element of guesswork from your portfolio decisions and ride the wave of success.

Key Takeaways:

  • Don't write off a sector based on past performance: A significant crash doesn't mean a sector is permanently dead.

  • Market sentiment can be misleading: The collective pessimism surrounding a sector can often precede a period of strong growth.

  • Avoid guessing: Trying to predict which sector will be the next winner is often a fruitless exercise.

  • Follow the momentum: A more pragmatic approach is to invest in sectors that are already demonstrating positive performance.

Important Announcement

From 15th of Aug 2025, we have started sharing all our strategy updates, rebalances, and important announcements on our official WhatsApp Channel

Why this change?

Because it’s simpler, faster, and right where you already are — WhatsApp makes staying updated effortless.
Stay updated with:

• Strategy updates & rebalances
• Exclusive announcements & offers
• Important reminders – all in one place

Here’s an instruction manual if you are new to Whatsapp Channels

What To Read This Week ?

Today’s Market Update

Today, the markets gave us a very mixed day. The first half was steady and looked positive, but the second half turned into a sharp fall. Many stocks were hit hard, and it felt like a complete sell-off. Still, there is hope that the rally which started two days ago can continue.

One key reason is the news around US tariffs. The executive orders related to tariffs are being challenged in court, and the courts are not fully accepting them.

  • Looking at Nifty, it opened higher, touched 24,756, but then fell sharply to 24,522. The index closed just below yesterday, down 0.18%.

  • On the other hand, Nifty Junior closed higher by 0.5%, showing that selling pressure was mainly concentrated on large caps.

  • Mid-caps also managed to stay slightly positive, and small caps closed above their two-day high, which is a good sign.

  • The biggest weakness came from Nifty Bank. It erased yesterday’s gains and closed near a four-month low.

  • Gold showed strength during the day. Prices touched ₹10,528 per gram and also tested the key resistance of $3,500 per ounce internationally.

Other Market Triggers

  • In stocks, Tata Motors, Mahindra, Dr. Reddy, Cipla, Kotak Bank, HDFC, and ICICI Bank all saw losses.

  • Reliance was strong in the first half but closed up just 0.9%. Power stocks like NTPC and Power Grid did well.

  • MRF jumped 6.2% on hopes of a GST cut on tyres, hitting a new high.

What to watch next ?

  • While the markets are still fragile, small caps, FMCG, and gold are giving early signs of strength. If Nifty can hold its support, we may see more stability in the coming sessions.

  • If banks continue to drag, the overall market may find it difficult to recover.

  • Our administration seems confident and is building new ties with other countries to improve business prospects. This may help markets stay stable even if the overall mood looks weak.

Get your Portfolio Momentum Report today and ensure your investments are positioned for success!

Meme Of The Day

Follow for Daily Market Updates and Insights

Share this daily insightful newsletter with your market savvy friends and family or sign them up for the newsletter !

For detailed blogs, reports and strategies, check WeekendInvesting.com

Disclaimers and disclosures : https://tinyurl.com/2763eyaz

Disclaimer : This newsletter is for informational and educational purposes only and does not constitute financial advice or an advertisement

Reply

or to participate.