Vishal Bhargava
@VishalBhargava5
Tracks Mumbai real estate, ex-Economic Times/ET NOW, CLSA India, Bank of America
Gurgaon Real Estate: The House of Cards is on the Edge
Unpopular Opinion: We need to take a Pause on technology enhancement. The degree, speed and scale of advancement underway is unprecedented - it will be painful for humanity.

My optimism on Noida as a city is no secret. This development can be a true game-changer for the city. Given his scale and model, he will need to be Fair, Fast and Furious. That’s a good thing. Price Fair, Sell Fast, Construct Furiously Everyone will gain.

Of all the famous actors I have ever read on - few have undergone tragedy to the extent Keanu Reeves has.

Unlimited FSI is like buffet in a restaurant Tempts you to consume more than your stomach can handle.
If unlimited FSI isn't revised soon, West Hyderabad is headed for disaster. Builders are abusing it, left, right, and center. 50+ floors everywhere. No breathing space. No traffic plan. It’s time to regulate, not just collect ₹150–₹200/sft as a bribe and look away. FSI…
There’s a peculiar “Insider” vs “Outsider” feeling in the Real Estate business. Especially when builders of one city are going to another. As long as the builder is skilled, whether he’s from Gurgaon, Bangalore, Karachi or Nigeria - it shouldn’t matter for the home buyer.
Supreme Court clears way for ₹36,000 crore redevelopment project by Adani in Goregaon Residents had gone to court seeking to self-redevelop the land instead of handing it to Adani Legality aside as well - Large land parcels need a central player to get the job done.

Hyderabad: 7/10 Gurgaon: 6/10 Mumbai: 5/10 Bangalore: 4/10
Who will win the road quality competition?
No landscape like this anywhere in India today. But Bangalore, Gurgaon and Hyderabad will join the skyscraper contest soon.

Everyone doing big ticket luxury projects in Bandra-Khar-Santacruz with big floor plates and high per square feet prices - worked with the assumption “I just have to sell 10/12 apartments” It’s turning out that selling those 10 apartments is not easy.
I don’t want to get all LinkedIn on X - but if there is one big learning for me in the past decade: This is it.

Walking is a hobby for me which is why Mumbai’s footpath scam is painful for me. Except in locations like BKC. However the CBD must do away with the barely-used cycle track. It’s a waste of space given the car traffic here. Either widen footpath or the road.

One video of disgruntled buyers of Godrej Nest in Noida is viral on Instagram. I’m not certain of the exact specifics but I am not surprised. As I had tweeted 3 months back, the disappointment among NCR buyers with Godrej is widespread and real. Need to fix ASAP.
Many Indian cities have potential but their problems are intractable with long-term solutions. Except Pune. If Pune gets 5 years of decisive and capable leadership at the municipal level - there is zero possibility that it won’t be India’s most liveable city.
Naman Xana: How it became India’s most expensive building?
My Thoughts DLF’s Mumbai Entry: No Blockbuster but a Positive Opening The Gurgaon heavyweight reported a sell-out of 416 units in its Andheri launch. There was chatter of Mumbai brokers not being very supportive of the “outsider.” In response DLF launched one of the most…
Hype vs Honesty: Why India’s real estate story is only half told but fully sold Well written by @kaul_vivek The game ends badly as once you create this narrative - then your subsequent costs go up: From Land to Govt charges You raise your costs for sure. But not your prices

Normally when I’m walking, I keep noticing buildings all around. Every now and then a part of your past comes up. School bus is one of that. You leave everything else and just focus on that. Smile. And then move on.

In terms of ruthlessness, the subvention scam was when the entire real estate ecosystem smashed the home buyers apart. Builder, Lender, Broker vs Buyer. The buyer lost.
