Resurfacing a December 2024 report: Delhi-NCR retail leasing and high-street rents climbed as 27 mn sq ft supply is projected by 2028
Delhi-NCR’s retail property market strengthened in 2024, with premium-mall vacancy declining and leasing rising in Noida and Gurugram, according to a report resurfacing from late December 2024. The region is projected to add more than 27 million sq ft of retail space between 2024 and 2028, supported by infrastructure-led growth corridors.
What happened
Delhi-NCR retail real estate market · Delhi-NCR retail property recorded stronger leasing, lower mall vacancy and rising high-street rents in 2024.
Key facts
- India retail leasing rose 7% YoY to 3.1 million sq ft in H1 2024
- Delhi-NCR premium-mall vacancy fell to 8.3% in 2024 from 9% in 2023
- South Extension ground-floor rents reached ₹800–₹1,000 per sq ft
- Consumer spending rose 12% YoY
- Golf Course Road rents exceeded ₹300 per sq ft
- Noida and Gurugram retail leasing increased 12–15% in 2024
- 12 Delhi-NCR land transactions covered 160 acres in Q1
- FY2023-24 recorded 29 land deals spanning 313 acres
- Delhi-NCR is projected to add more than 27 million sq ft of retail space during 2024–2028, 66% of major-city supply
Why this matters
The infrastructure-backed pipeline creates an opening to secure strategic mall, high-street, and mixed-use partnerships now, particularly in Noida and Gurugram, ahead of accelerated retail-space delivery through 2028.
What to watch
- Quarterly net absorption versus new retail completions in Noida, Gurugram and Greater Noida.
- Premium-mall vacancy sustaining below 8% and renewal rent escalations exceeding inflation.
- Pre-leasing levels and anchor commitments for projects scheduled between 2025 and 2028.
- Metro, Dwarka Expressway, Noida International Airport and other corridor infrastructure commissioning dates.
- Retailer store-opening announcements, particularly from international brands, D2C chains, QSR and entertainment operators.
- Growth in landlord incentives, revenue-share deals and fit-out contributions in newly delivered centres.
- Prioritise flagship and omnichannel stores in low-vacancy premium malls before rent resets become entrenched.
- Use phased commitments in new Noida and Gurugram projects: smaller initial footprints, expansion rights and co-tenancy protections.
- Negotiate rent-free fit-out periods, turnover-linked rent and exit clauses in emerging high-street corridors where future supply is concentrated.
- Increase catchment-level assortment and fulfilment capabilities around metro and expressway nodes, turning stores into pickup, returns and rapid-delivery assets.
- Develop experiential tenant mixes—F&B, wellness, family entertainment and events—to defend dwell time as conventional apparel supply expands.