Supply Compression and the Villa Premium
North Goa micro-markets are experiencing structural supply tightening not reflected in asking prices. Comparative transaction analysis and infrastructure assessment.
MARKET REPORTS.
Quarterly and ad-hoc reports on the markets we cover. Grounded in verified data. Written without agenda. Some reports are available to all readers. Full access requires the private list.
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Expressway Absorption and the Rental Differential
A data review of three Noida sectors showing rental demand outpacing new completions. Implications for entry timing and project selection.
Off-Plan Cycle Maturity and Secondary Market Emergence
As the off-plan cycle matures in Business Bay and JVC, secondary market liquidity is beginning to form. An assessment of timing and micro-market selection.
Selective Entry in South Delhi and Lutyens Adjacencies
A focused review of specific micro-markets within Delhi NCR where infrastructure tailwinds and political factors create a long-duration hold thesis.
North vs South Goa: Why the Thesis is Different
We cover North Goa specifically. This report explains why the South Goa narrative — while visible in media — is not where our current research focus lies.
2025 Market Review: What We Got Right and What We Missed
Our annual review of market calls made in 2025. Where the TLPI was directionally correct, where it was not, and how we have adjusted the methodology.
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