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Below Perspective on Union Budget 2026-27 of Mr. Sandeep Ahuja, Global CEO, Atmosphere Living

“What stands out in Budget 2026–27 is the government’s conviction on public capex, raised to ?12.2 lakh crore, even as real estate cycles remain selective. The combination of CPSE asset recycling through dedicated REITs, an Infrastructure Risk Guarantee Fund and ?5,000 crore allocations per City Economic Region over five years directly improves project viability and lender confidence. Improved logistics under the Coastal Cargo Promotion Scheme further supports destination-led hospitality development. On the demand side, simplifying TDS on non-resident property transactions by removing the TAN requirement meaningfully reduces friction for NRI buyers. Together, these measures strengthen capital flow, execution certainty and long-term investability across hospitality-led real estate markets.

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