Insights

Selected writing from the desk.

Notes on the corridors we watch, the documents most investors do not read, and the reasoning behind our current positions.

01

Land Intelligence

Corridor research: what the plan documents actually say, and what that means for a buyer.

02

Shorter notes on how land buying works, and the mistakes it punishes.

03

Corridor coverage worth your attention, with our read on why it matters.

Whalesbook · 2026-08-07
MMRDA Signs Surbana Jurong For Mumbai 3.0 Master Plan
MMRDA partners with Surbana Jurong for Mumbai 3.0 master plan in Raigad. Includes details on Mapletree's $1.1B investment and land acquisition risks.
Why it mattersA master-planning appointment is a signal about intent, not about permissions. Nothing a consultant draws changes what a survey number is allowed to become until it lands in a sanctioned plan, so the useful question for a buyer is which document moved — and here, none has yet.
Read more at Whalesbook(opens on the publisher’s site)
Re-mumbai · 2026-04-19
‘Third Mumbai’ Project Moves Ahead As MMRDA Begins Land Acquisition, Seeks Villagers’ Consent - Re-mumbai
The Mumbai Metropolitan Region Development Authority has initiated the land acquisition process for its ambitious “Third Mumbai” project, inviting landowners across 124 villages in Uran, Panvel, and Pen tehsils to submit consent for surrendering their land parcels. Online consent forms will be…
Why it mattersConsent-based acquisition across 124 villages means the ownership position on a given parcel can change during a transaction rather than before it. Anyone buying inside the notified area should be reading the acquisition status of that specific survey number, not the district-level headline.
Read more at Re-mumbai(opens on the publisher’s site)

04

Short films and site walk-throughs from the corridors we work in.

No videos published yet. Recorded commentary from the desk will appear here.