munish arora

For sure paid article by builder lobby… Gurgaon market is at inflection point. Developers need to decide where they want it to go. They sold luxury as it was the demand post Covid.. now equity market is not making money for investors to move profits into luxury.. Developers still have golden opportunity to launch mid & premium segment homes with high density and small size before the dual income household decide to postpone buying due to AI fears. If that happens and If developers think only luxury will hold this city real estate then gurgaon market bound to go bust.

Now the ecosystem is busy pushing the narrative that property prices 'never' come down. Never? I don't know how many real estate cycles these people making such claims have actually seen in their lives. But let me tell you what I have seen. After last upcycle period ( 2010-2012), have seen corrections in even some of Gurgaon's poshest localities, that too across plotted developments and multi-storey projects, whether those projects were launched/built projects top builders like DLF to lesser-known developers, from under-construction to ready-to-move, all sold with same set of narratives. Even today after 2022-24 upcycle, whatever transactions are happening have started going ~10-15% below peak prices recorded a year or two ago. But yes, you won't find them in headlines, sponsored articles... unlike record-breaking deals get pushed into your five senses 24x7 through influencers/realtors jumping around on reels, but yes they are already happening. So when someone says housing prices never come down, whether in Gurgaon or anywhere else, it usually means one of two things... Either they have never seen real estate beyond an upcycle. Or they are simply busy peddling a convenient delusion to reassure their existing investors/traders, who were sold the story that prices only go up but getting exposed now.

@ZeptoNow if this 18 inch bottle gourd sent by you is a baby version, god knows what is the length of father bottle gourd. 😂😂

@SuperDhaasu Well said in that regard

@munish31 It's not wrong. And lodha is more M3M. But it's about chappri activities including semi nπde dancers

DLF Arbour event at Club 5 today. Met so many people. DLF owners, investors, fanboys and scrumptious food and wonderful music. M3M, Elan, Whiteland, Signature are chappris.

@Karanpartap01 Stock market, real estate, gold, silver, crypto, wars, India and world economy.

After a long break, I’m finally back and active again! I’d love to hear from you, what topic would you like me to make my next astrological prediction on ? Share your suggestions in the comments. Jai Shri Mahakaal🙏🏻☀️

Our domestic helper just shared that a new-age maid service startup is offering a fixed ₹25K/month salary with payouts at 15th day . Is this genuine blue-collar upliftment, or a classic platform bait-and-switch? Lure workers with high pay, monopolize the supply, then eventually squeeze the workers with lower pay while charging clients higher rates. Time will tell if this disrupts the sector, but one thing is certain - the baseline wage expectation for domestic help is about to rise.

How much money has been offered for creating this pro ethanol post. You said nothing about fuel efficiency and extra fuel burned caused pollution. Vehicle life degradation. Last couple of days ethanol issues reported again on x and looks like you are placed by gov agencies to counter the narrative.

@NalinisKitchen why don't you do some innovation rather then crying here to generate engagement money.

I have no hate for India, but the truth is hard to ignore. Anthropic was founded in 2021, and today raises $65B at a $965B massive valuation. At the same time, India has IT giants founded in 19XX and today stuck below a $90B valuation. Indian companies earn thousands of crores every year, but spend barely 1% on research. American companies spend 10% to 25% to build new technology. That is why India is far behind in AI. They build products. We use products. They create technology. We download apps. They build AI. We wait for access. They design chips. We buy them. India is slowly becoming a digital slave, fully dependent on technology made by other countries. Making ice cream from A2 milk is not an innovation. It is a business made for profit. Real innovation is building things the world depends on. AI. Chips. Operating systems. Robotics. Deep tech. That is what changes countries. Right now others are building the future. India is watching, consuming, and falling further behind.

@dmuthuk You must have seen economic and real estate cycles. This is a cyclical sector. Rent number is not high compared to income percentage and intrinsic value of that assets. Cycle is nearly at the top. It will reverse if incomes will not grow.

Buying a house is becoming prohibitive for current generation. Many are reconciling to the fact that they may have to stay only for rent unless some financial break through happen in life. What is surprising is the kind of rental increase happening in recent years. People outside Chennai may not know the locations mentioned here. In OMR, near Hindustan institue,which was once a distant suburb, someone working in GCC is taking a 3 BHK flat for rent. I was surprised when I came to know that the rent he would be paying is Rs.45,000 per month. Was speaking to a Doctor yesterday. He has recently moved to an area called Mylapore, which is in the heart of Chennai. It is a posch 3 BHK flat. The monthly rental is Rs.1.25 lakhs. Despite earning few lakhs per month, housing is still a dream for those people. Those who have bought few properties say 2 or 3 decades ago, are enjoying such a high rental income, even if they work in a senior role at a MNC would not earn an equivalent income as salary.

This is not fully true and ncr developers have high gross margins. Developers can easily utilize tod license to launch projects with high density, small size catering to premium or mid segment in low ticket size. How come houses are affodable in pune, chennai and hyderabad vs gurgaon. Think about it.

Was sitting with some large land developers in Guguram. Even these guys who have been in business since decades say they are unable to get land at any reasonable price to bring in new projects that can be sold at palatable costs. Land prices in India are the root cause of our misery. and i am disappointed that govt has done nothing to solve this problem.

Not getting logic of this tweet.. isn’t this tweet is saying the same thing as your original tweet..if you really worried then this tweet should not be made..is it the guilt of removing original tweet? no doubt that ethanol issues are for real and everyone is silenced by gov in power.

Yesterday, I posted about my sibling’s petrol car getting stranded on the road due to a fuel pump failure. The company itself confirmed it was linked to a fuel blending issue related to ethanol. But unfortunately, I had to delete the post because of immense pressure from higher authorities. For the first time in my life, I was forced to take down something purely out of concern for family safety and precautions. The unfortunate truth is that whenever someone speaks up about ethanol-related issues, attempts are made to silence them. This may continue, but these problems won’t disappear and tomorrow it could be my own car stranded the same way. #ethanol @nitin_gadkari

@Panks_Arora Wait for few more months.. you will start to see opportunities coming in

Can’t afford a 3BHK in Gurgaon anymore even ₹2 crore doesn’t feel enough. 🏙️ House prices are too high, and rents are getting worse every year. Forget DLF, even areas like Manesar are becoming expensive. Tried renting too still very costly. Living in Noida and spending 5–6 hours daily in traffic. 😩 NH8 jams, tolls, long drives, and daily stress are mentally exhausting. Feels like Gurgaon is no longer made for middle-class families. 💔 #Gurgaon #RealEstate

@ValueWithPrem Looks to me just an engagement farming post speeding Chinese whsiper

I have heard of a Zomato loophole which is so simple, terrifying and Zomato should be losing sleep over it A person orders 1 roti on Zomato. ₹40. Then he calls the restaurant directly 6 rotis, paneer butter masala, malai chaap, dal makhani, gulab jamun and pays them on UPI. Tells the restaurant to pack everything with that 1 roti Zomato order. The Zomato rider picks it up. Delivers home. No clue that ₹1,200 of food is riding shotgun with a ₹40 order. He’s using Zomato’s app. Zomato’s rider. Zomato’s entire logistics network and paying zero commission on 90% of his bill. It’s cheaper than booking directly from Porter and restaurant. The restaurant loves it. Full margin, no 25 to 30% Zomato cut. The customer loves it. No platform fee. No surge. No GST on the hidden portion. Zomato? Quietly subsidising the entire operation. And here’s the part nobody’s talking about this isn’t one rogue customer. Restaurants are in on it. They may be whispering this tip to regulars to keep them off the app. If this spreads, the unit economics of food delivery don’t just dip they bleed out from the inside. Zomato needs to plug this loophole. This is exploitation of the system. Zomato MUST do something to stop this. Have you seen this happening in your area?

@GauravGupta_RE You are misleading your clients with Godrej feedback. Godrej has major time and quality issues with their delivered and ongoing projects in Delhi ncr.. they might be ford in Maharashtra but only a Nissan in Delhi ncr.

Godrej at 32K/sqft on Golf Course Road vs Oberoi at 40K/sqft on Golf Course Extension A client asked me to share my thoughts especially when Godrej Samaris is warmshell and Oberoi 360 North will be bareshell apartments This is what I told him: Godrej is like Ford. Trusted name. Delivers every time (almost). Good Execution. You know exactly what you’re getting before you walk into the site office. Good product. Safe bet. But the facade won’t stop you mid-conversation. The lobby won’t make you feel overwhelming. Products aren’t designed to leave a legacy. That’s not a punchdown, it’s something that Godrej is not known for. Oberoi is like Ferrari. Ferrari doesn’t just build fast cars. They manufacture desire. Just like Oberoi. It’s not that they both can’t build more but they deliberately won’t. Oberoi is not a volume player. Every new project the facade, the design, the club experience, the lobby the standards they raise the bar on their own last project. Oberoi is not a developer that does average. It’s a builder that makes a statement with every new project. The 7-8K/sqft gap isn’t brand premium alone. It’s a larger land parcel. It’s a product spec that genuinely has no compromise baked in. And it’s bare shell which at this price point isn’t a drawback, it’s the strength. You’re not buying someone else’s finish. You’re buying a canvas. At Rs 20-35 Cr+, there’s a buyer who doesn’t want a house. They want THEIR house. One that reflects who they are, not what a developer team decided was aspirational five years ago. Bare shell is what makes that possible. Two very different products. Two very different buyers. The mistake is comparing the price per sqft and calling it expensive. These aren’t comparable products. They’re not even the same category. Nobody walks into a Ferrari showroom asking why it costs more than a Ford. They already know. The right buyer for Oberoi already knows too.

“NRI math that nobody talks about: Bought flat in any top city in 2024 for ₹2 Cr = $24,027 Sold 2026 after 30% gain for ₹2.6 Cr = $26,916 After stamp duty, broker & maintenance costs? Net dollar gain: ~$924 over 2.5 years. That’s less than 2% per year. A US savings account gave 4.5%. Rupee fell 16% while you celebrated 30% gains. You made rupees. Not money. #NRI #IndianProperty #Rupee #CurrencyRisk”

@Aunindyo2023 @thetribunechd I think middle class is also now tired of these appeals and not gave high support which they used to give earlier. Why doesn’t government make fii exit difficult by imposing some tax, sip are coming in to give them exit. Repeated policy change on gold is also poor policy making.

PM Modi has asked us to carpool, work from home, not buy gold, use less cooking oil, and avoid foreign holidays. But, why should only the middle-class sacrifice, while big business makes hay? And why shouldn't govts stop using freebies to buy votes? I ask in @thetribunechd

@lunarastro108 What is the use and how can anyone validate what happened vs claimed. If u have conviction on your predictions then predict it openly before the event and not after.

Made gold predictor in March using Astrology parameters -Can't tell you what is going to happen next to gold, but will reveal after it happens. #astrology

@aakashgupta and I follow you to learn. Will follow them as well

I'll be honest: I thought I could replace parts of my team with AI agents. I kept trying. It kept failing. What I'm actually seeing as a founder: my most AI-pilled employees are becoming more effective than they have ever been. The right employee who is 10x-ing with AI, using it better than I do and teaching me how, is more valuable than anyone I could hire today. Most employees don't see this. Only CEOs and founders do. The frontier is moving so fast that the people learning it best are pulling away from everyone else on the team. All the alpha right now is in being at the frontier edge of learning AI. The way you get there is to follow the handful of people who are actually doing the work and distilling what matters. The ones I follow: Greg Eisenberg, Riley Brown, Lenny Rachitsky, Carl Vellotti, Hannah Stulberg, Ruben Hassid, Paweł Huryn. The empty pattern is scrolling X for three hours a day and absorbing noise. The winning pattern is a few high-signal digests from people you trust who are testing the latest stuff so you don't have to. That's why I've shifted most of my own time to using the latest tools and distilling what actually works. The punchline: jobs for people who can use AI well are going up, not down. Same thing happened with Excel. Same thing happened with the computer. The people who learned them early got the high-paying jobs. Be the 10x employee. Or hire one.

@realhyderabad86 Good advice but AI is here from last couple of years but you suggested to buy. Why change in stance after oracle firing?

My sincere advice: If you are over-leveraged in real estate, pause and reassess. Struggling with EMIs No cash runway Uncertain job in an AI world This is not the time for optimism. This is the time for prudence. Leverage works only when your base is strong. Eg: ₹10 Cr net worth + ₹2 Cr loan → manageable ₹1 Cr net worth + ₹2 Cr loan → dangerous, especially if 70–75% of your income goes into EMIs. I am seeing many people owning an extra home or plot… but living under constant stress. “Should I sell or hold?” is becoming a common question. Simple answer: If survival is at risk, reduce leverage. Even if it means selling assets. This is not panic. This is discipline. Protect your downside first. Listen to your heart. In over supply areas, don't invest trying to make money For example, prestige Kollur is definitely not going to be a crazy investment! 5000+ homes 25 km from Raidurgum or 16 km from financial district is not a rare home! For living, everything is fine as long as it fits your needs