MUMBAI: The property funds of Housing Development Finance Corp (HDFC)
and its asset management unit have more than $1 billion of available
funding and will look to buy distressed real estate projects, Chairman
Deepak Parekh said.

The funds are yet to buy any projects, but he said there could be
opportunities within six months if the current downturn in the realty
sector continued.

"I would like to see both my funds, the international and the domestic
fund, play a much greater role in takeovers and buyouts of real estate
projects which are facing difficulty," Parekh said in an interview on
Thursday.

India's top mortgage lender, in which Citigroup holds a stake of about
12 per cent, has an $800 million property fund that was raised
overseas, and only a third of it is committed, he said.

Its asset management unit raised almost Rs 4,000 crore ($900 million)
under its real estate portfolio management services business last
financial year and has invested only Rs 300 crore, Parekh said.

"I expect that some of the developers who have bought land at
exorbitant prices will not have the wherewithal to complete the
development," said Parekh, who has been with HDFC since 1978. He
became chairman in 1993.

"We will function like an asset reconstruction fund," he said.

After five years of boom, real estate firms are battling tepid sales
and a cash crunch, with buyers scared away by rising interest rates
and some signs of softening in property prices.

A lot of developers flush with funds from the realty boom picked up
land without setting aside enough for building the property, as they
tended to fund developments out of customer bookings. But now the
cycle had been broken, he said.

"For the last 30 years we have been dealing with these builders in
good times as well as bad times. We have had times when interest rates
were 18-18.5 per cent. We still survived and we still supported
developers," Parekh said.

"It is not the end of the world if prices come down 20 or 25 per
cent."

FUNDS DRYING UP

Most Indian developers have delayed land acquisitions as a slide in
the stock market, higher interest rates and hard bargaining by private
equity investors shuts the door to funding.

Top listed realty firms DLF and Unitech have delayed planned listings
of real estate investment trusts (REITs) in Singapore after stock
markets soured.

Shares in DLF have lost half their value in 2008, while Unitech's have
dropped two-thirds.

Analysts say the cash crunch has forced developers to put off new
project launches and delay work on current projects. Some planned
projects may not even materialise.

"You had such good fun for so many years. You can't have all the fun
and not have any pain," Parekh said. "This will be a painful time,
This will be a difficult time. The less greedy you are, the faster you
can come out."

N.Sukumar
Research Analyst
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