Delhi-NCR retail real estate hits record 2024 with 3.1M sq ft leased, vacancy down to 8.3%

CBRE data shows Delhi-NCR leasing up 7% YoY to 3.1M sq ft as vacancy eases from 9% to 8.3%. Rents climb in Noida and Gurugram, with South Ext at ₹800-1,000/sq ft and Golf Course Road above ₹300/sq ft. The region anchors India's 27M sq ft retail pipeline through 2028.

— FiledThu, 2 Jul, 2026, 00:01 IST·First seen Thu, 2 Jul, 2026, 00:00 IST·Source Financial Express · BrandWagon

What happened

CBRE India · Delhi-NCR retail real estate hit a record 2024 with 3.1M sq ft leasing (up 7%), falling vacancy, and rising rents in Noida and Gurugram. Region set

Key facts

  • 7% YoY leasing growth
  • 3.1 million sq ft
  • vacancy 8.3% (from 9%)
  • ₹800-1,000 per sq ft South Ext
  • ₹300+ per sq ft Golf Course Road
  • 12% consumer spending growth
  • 27 million sq ft pipeline 2024-2028
  • 66% of total development
  • 29 land deals / 313 acres FY23-24

Why this matters

The 27M sq ft pipeline through 2028 plus tightening supply creates a window to lock in strategic footprints or partnership deals ahead of further rent escalation in Golf Course Road and South Ext corridors.

What to watch

  • Quarterly vacancy trend (below 8% confirms tightening; above 9% signals overhang)
  • Pipeline completion timing and clustering in 2026-27
  • Prime rent spreads between Golf Course Road/South Ext and secondary micro-markets
  • Consumer spending and discretionary retail sales data for NCR
  • New mall pre-leasing commitment ratios before delivery
  • Retailers accelerate lease signings in Noida/Gurugram to lock rates before further rent escalation
  • Developers fast-track prime-corridor projects and defer or reposition weaker secondary assets
  • Landlords shift to shorter renewal terms and revenue-share clauses to capture upside
  • F&B, fashion and premium brands expand flagship footprints in high-street nodes