Ep. #20 | WTF are Indian Real Estate Giants Up To? Nikhil ft. Irfan, Nirupa, & Karan

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  • Опубліковано 21 лис 2024

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  • @raavijain7940
    @raavijain7940 Місяць тому +783

    "When you see success you start loving what you do and when you see constant failure you hate even your passion" how rightly said👏🏼

    • @ankitap2511
      @ankitap2511 Місяць тому +3

      @@raavijain7940 timestamp please? I think I have missed these beautiful lines

    • @raavijain7940
      @raavijain7940 Місяць тому +4

      ​@@ankitap2511 27:30

    • @samratpurkayastha5623
      @samratpurkayastha5623 Місяць тому +6

      47:50 the silence is so loud

    • @kaaliraj_on_youtube
      @kaaliraj_on_youtube Місяць тому +2

      Bayes theorem

    • @idrisahmed2659
      @idrisahmed2659 Місяць тому

      Yea success is important can't go on forever with nurturing a passion without results

  • @abhijeetgyal
    @abhijeetgyal Місяць тому +1053

    Saw nikhil three weeks back on my flight from bangalore to Mumbai. Crazy he does fly economy! Only luxury he had were the front row XL seats😂. His large sunglass and cap were a poor camouflage and the guy did acknowledge all the youngsters selfie requests even though he looked quite embarrassed 😅. I wanted one selfie too but as a mid 40s guy couldn't muster the same courage as the youngsters and just shouted"love your work on You Tube, a big fan! ", nice to see a guy practice what he professes.👏👏👏👏

    • @Kashif_17
      @Kashif_17 Місяць тому +40

      He knows that show off is waste of time so he choose simplicity, if he wants he can buy a private jet 😂but he choose simplicity over show off

    • @sivajik
      @sivajik Місяць тому +10

      Is that a reason he bought a house while professed real estate was not a wise investment at all so far??

    • @93792sam
      @93792sam Місяць тому +16

      That might be because of the fact indigo flies most of the slots all across Indian cities. Though there are flights offering business class seats but might not have enough seats available for a last minute booking or at the time you want. This could be the reason flying economy.

    • @MyEmail-jt4ng
      @MyEmail-jt4ng Місяць тому

      @@sivajik I think he heard him mention somewhere it was due to inconvenience of moving every few years on rent that made him buy. And if memory serves me right he bought UB Group or Malaya prop in Bangalore (again a reference made by Mr Irfan in his realty baron chat)

    • @abhijeetgyal
      @abhijeetgyal Місяць тому

      @@93792sam this flight had no business class seats bro

  • @tharunravishankar2470
    @tharunravishankar2470 Місяць тому +759

    I realized that these podcasts are without ads. Thank you Nikhil & WTF team !!

    • @nntta29
      @nntta29 Місяць тому +10

      No UA-cam Ads also?? One can do that??

    • @Saksham-e5t
      @Saksham-e5t Місяць тому +118

      It took a lot of time for you to realize that nikhil is a billionniare

    • @AshokKumar-qm5cj
      @AshokKumar-qm5cj Місяць тому

      Use revanced yt people

    • @rishabh8279
      @rishabh8279 Місяць тому +4

      ​@@Saksham-e5t😂

    • @MyEmail-jt4ng
      @MyEmail-jt4ng Місяць тому

      @@Saksham-e5t .. on Cash flow basis no less! Is Bhavi and VijayPaytm listening?

  • @Priyaanshuyadav._
    @Priyaanshuyadav._ Місяць тому +324

    Waiting for " WTF is Brokerage firms or Brokerage Business "
    Guests :
    Nikhil , Nithin - Zerodha
    Dinesh Thakkar - Angle One
    The Grow Guys and other stock brokers
    Please nikhil make it possible

    • @Kashif_17
      @Kashif_17 Місяць тому +8

      @@Priyaanshuyadav._ FUND MANAGERS or FUND MANAGING will also be a good topic to have a conversation

    • @Priyaanshuyadav._
      @Priyaanshuyadav._ Місяць тому

      @@Kashif_17 Yeah Agree

    • @NerdCentral_
      @NerdCentral_ 22 дні тому

      What's the use?

    • @Kashif_17
      @Kashif_17 19 днів тому

      @@NerdCentral_ go and check how much money the fund managers make 😉

    • @jojackborseman
      @jojackborseman 12 днів тому

      ​@@NerdCentral_ What do you think?

  • @raavijain7940
    @raavijain7940 Місяць тому +249

    I'm a huge fan of this podcast, primarily because Nikhil's approach to holding guests accountable is refreshing. His status(billionaire) allows him to have such conversations, avoiding the typical 'yes-man' syndrome often seen in other interviews.

    • @raavijain7940
      @raavijain7940 Місяць тому +27

      I like how Nikhil corrected Nirupa when she said that passion is overrated and he said that a person with inherit business will only say this.

    • @mansikarwa
      @mansikarwa Місяць тому

      what is the ‘yes-man’ syndrome?

    • @AkhilNair
      @AkhilNair Місяць тому +16

      ​@@mansikarwaIts the interviewer always agreeing to the guest even if what they're saying is utter bs.This happens because guests generally have a higher status than the interviewer in terms of popularity and wealth.

    • @kgbaliga
      @kgbaliga Місяць тому +2

      He is authentic and unassuming!

    • @bibekgupta725
      @bibekgupta725 Місяць тому +2

      @@raavijain7940 its brutal bro..but she take it lightly

  • @youtoober25
    @youtoober25 Місяць тому +499

    Attitude of this industry is clearly reflected in this conversation - hardly any mention of user problems and needs, its only about me, me, me. No other modern business can survive with such an attitude.

    • @roletfernandes6674
      @roletfernandes6674 Місяць тому +83

      Well said. Also level of corruption in this industry which makes it exclusive only for people with influence or money.

    • @artikorgaonkar6088
      @artikorgaonkar6088 Місяць тому +10

      It’s only builders talking

    • @vidhiagarwal154
      @vidhiagarwal154 Місяць тому +31

      Yes , they didn’t discuss the relations with political leaders, corruptions etc.

    • @prithvisetty8396
      @prithvisetty8396 Місяць тому +40

      It’s not fair for us to expect them to talk when their billions are at stake. People need to voice about corruption not corporates. Corporates part of the system.

    • @texrex1381
      @texrex1381 Місяць тому +30

      Exactly! The MD of brigade is sitting and discussing profits. They literally sell 1000s of overpriced apartments to the middle class where some of these apartments don’t even have a proper water source!!

  • @1ofstockmarket
    @1ofstockmarket Місяць тому +756

    All of the real estate guys are friends because this business works in a cartel only, a country where per capita income is $2500 and average 3bhk costs you $100k will work only if cartel works together, agar sab alag alag chalenge to price war hoga (which never happens in real estate).

    • @karanjobanputra039
      @karanjobanputra039 Місяць тому +53

      All of them are from Bangalore. You won't get a 3BHK in 100k$ in any of their apartment. Most of them would be around 200-250k$.

    • @prithvisetty8396
      @prithvisetty8396 Місяць тому +13

      The population of annual income in the range of 10,000-20,000 dollars in India is huge. With two family members earning in the same range creates lakhs of customers

    • @texrex1381
      @texrex1381 Місяць тому

      Nobody cares about per capita income in India. 90% of businesses are focused on the 1% of tax paying people and they can afford homes

    • @nkl07ba12
      @nkl07ba12 Місяць тому +4

      yeah, no one will make money by selling to the guy making 2500 dollars per year, this is considered poor

    • @rutvikrs
      @rutvikrs Місяць тому +3

      Housekeeping the numbers:
      BLR per capita:$12.5k
      Property from these guys: $165k-450k

  • @muralidharasshetty3715
    @muralidharasshetty3715 Місяць тому +87

    The timing of this podcast couldn't be better. Rain in Bengaluru is exposing many real estate projects, floods and water logging.

  • @shreydee14
    @shreydee14 Місяць тому +137

    So impressed by how data driven Nirupa is. She could substantiate her part of the discussion with data from good sources and she knew what she was talking about.

    • @sameershah141
      @sameershah141 Місяць тому +2

      Yeah ....very impressed with her grasp on the numbers.

  • @ashishsatyani
    @ashishsatyani Місяць тому +146

    Loved listening to Nirupa, she was on point and crisp with her thoughts.
    Didn’t like it that she was being interrupted a few times.

    • @swetharajmohan1555
      @swetharajmohan1555 17 днів тому +4

      Absolutely!! Irfan uncle tries to constantly interrupt her where he really could have avoided!!

    • @MohammedAhmed-bh1xe
      @MohammedAhmed-bh1xe 9 днів тому +2

      ​​@@swetharajmohan1555 dear madam, Irfan is the wisest man sitting there who made his own firms, the other two were just successors or inheritors.

    • @MohammedAhmed-bh1xe
      @MohammedAhmed-bh1xe 9 днів тому

      She just gathered much of her knowledge just by reading the data, Irfan sir was the one who made such kind of data.😂😂😂

  • @tahuraali9021
    @tahuraali9021 Місяць тому +358

    Nirupa is such a delight to listen to, felt so good to hear a vocal women in real estate space

    • @pradhyudh
      @pradhyudh Місяць тому +22

      Irfan sounds like any one of my uncles.😂😂

    • @abhisutrave3437
      @abhisutrave3437 Місяць тому +5

      Nikhils first wife is Now MD of puravankara

    • @winnershandbook1069
      @winnershandbook1069 Місяць тому +1

      she sounds very sharp. her education and experience is impressive.

    • @Morpheus_neo_trinity
      @Morpheus_neo_trinity Місяць тому +1

      ​@@abhisutrave3437 Who is nikhil's first wife ?

    • @abhisutrave3437
      @abhisutrave3437 Місяць тому

      @@Morpheus_neo_trinity puravankars ( real estate) daughter

  • @AjeetYadav-sh8qs
    @AjeetYadav-sh8qs Місяць тому +1127

    Please always add subtitles because we are also come from rural India.

    • @Avinash-rq8dh
      @Avinash-rq8dh Місяць тому +125

      Currently you can use auto generated subtitles

    • @rajesha143.
      @rajesha143. Місяць тому +37

      Use auto generated subtitles

    • @AjeetYadav-sh8qs
      @AjeetYadav-sh8qs Місяць тому

      Oo thanks it's working now, not when I was comment@@Avinash-rq8dh

    • @adig478
      @adig478 Місяць тому +32

      Please the cc button on right hand corner and you will get subtitles

    • @No-Userrfound
      @No-Userrfound Місяць тому +40

      I feel great thanks to the internet! Zip codes no longer limit us, though it's not a zerosum game. However, when it comes to exposure, everyone is getting their share

  • @studentanalystcfa
    @studentanalystcfa Місяць тому +116

    I can't watch this poddcast without my note & pen, how can a show be so impeccable and insightful. As a 20 year old boy, I feel so grateful to know about WTF COMMUNITY. It feels illegal to watch this podcast for free.
    Thanks man.

    • @zionven
      @zionven Місяць тому

      lol, its not illegal...elon musk himself learnt from internet and used his brains to crack the rocket science....u got brain, u got info then go ahead...education was always meant to be free....

    • @aseemroutray2131
      @aseemroutray2131 Місяць тому +3

      Don't give them ideas!

    • @KarthikeyaDevaraj
      @KarthikeyaDevaraj Місяць тому

      really glad its helping u buddy .

    • @ritikbakshi
      @ritikbakshi Місяць тому +2

      Bhai tera bas chale to ye bhi subscription fees mein convert karade!! 😂 Kuch to free rehne do

    • @Kashif_17
      @Kashif_17 Місяць тому

      Dude you stole my idea 😏and you let all people know that we note down things 😭

  • @naveensai2849
    @naveensai2849 Місяць тому +147

    Nirupa is the star of the show, Thank you Nikhil for getting her on to your podcast.

  • @adityashukla8520
    @adityashukla8520 Місяць тому +20

    The best part of listening to Nikhil is the prominent touch of philosophy/psychology that he openly invites the hosts to discuss, along with rest of the discussion. That is very rare and adds a dimension.

  • @vishwanathaniyer8526
    @vishwanathaniyer8526 Місяць тому +17

    Nirupa's journey is really inspiring considering born from a entrepreneural family ..! Her thoughts and perspectives were too sharp. She really is a Young Turk. Loved the insights shared on this podcast.

  • @Patoxpanda
    @Patoxpanda Місяць тому +5

    Could possibly be the strangest comment, but these videos feel like a hug from a really old friend. Comforting, soothing, leaves you walking away with a smile or a feeling of satisfaction.

  • @driptrippin
    @driptrippin Місяць тому +37

    This WTF podcast series is way better in quality than any other podcast. We won't get these details and insights if it were any other podcast. Hats off!!

  • @apoorvprateek
    @apoorvprateek Місяць тому +597

    How about wtf is trading and stock markets?
    You should do a podcast with current traders on how you used to trade 10-15 years back and how has trading evolved(manual vs quantitative and retail vs institututional) since then in indian and global markets

    • @rutvikrs
      @rutvikrs Місяць тому +28

      The whole point is to pivot these conversations into careers. Trader isn't a career anymore.

    • @krimtop2
      @krimtop2 Місяць тому +33

      Nothing has changed. Only tech has changed. Instead of losing money on a phone call, now you can lose it on your phonescreen or laptop

    • @jayakishore565
      @jayakishore565 Місяць тому +5

      After the podcast whoever comes on trading topic they should be arrested and sent to jail also . That will be good for society

    • @bhargavyagnik
      @bhargavyagnik Місяць тому +5

      @@rutvikrs why not? Quant traders are a good domain to listen to...different perspectives, commodity trading etc huge domain

    • @StreamerGamerGuyBNF
      @StreamerGamerGuyBNF Місяць тому +1

      True and tell the reality of trading and also how to be rich early or give a hack man! ❤ need u bhai yr 😢😂🤣🤣

  • @sabrayalam4883
    @sabrayalam4883 Місяць тому +132

    The last episode with Bollywood celebs and this aslo was a masterclass in gatekeeping. Clearly, they’re terrified of fresh talent shaking things up, so they just bask in their own glitter. Instead of providing any actual guidance for a 20-year-old with 10 crores, they served up a buffet of vague platitudes and self-promotion. It was an informative video-if you’re looking for tips on how to maintain the status quo. Bravo! Truly inspiring.

    • @rutvikrs
      @rutvikrs Місяць тому +23

      Agree. I lost it when they said black money is a thing of the past. These guys are dinosaurs but perfectly suited to the riddled real estate market that thrives on stifling the supply through politics and institutions.

    • @cutie__19-k4n
      @cutie__19-k4n Місяць тому +7

      Are you guys saying it's a waste of time watching this? I just started

    • @raajacademychennai
      @raajacademychennai Місяць тому +8

      @@cutie__19-k4n YES. Self indulgent . no tips or strategy for a novice.

    • @rutvikrs
      @rutvikrs Місяць тому +3

      @@cutie__19-k4n I learned nothing

    • @MyEmail-jt4ng
      @MyEmail-jt4ng Місяць тому

      @@sabrayalam4883 U r right, but then what else can be expected from the silver spoon borned 2nd Gens. Mr Irfan is experienced enough to know what to say n what not publicly. This was a PR exercise for the 2 2nd Genz. Listen to bani Anand of ATS Noida group. She's a similar hack, waste of time. Kudos to Nikhil for at least asking them pointed Qs!

  • @srikanthmahankali1878
    @srikanthmahankali1878 Місяць тому +78

    Irfan's Prestige Estates' last 10 years' Stock CAGR is 24%
    Nirupa Brigade Enterprises' last 10 years' Sock CAGR is 30%. 😮

    • @joyn7
      @joyn7 Місяць тому +1

      CAGR on profits or stock price?

    • @parthapratimghose173
      @parthapratimghose173 Місяць тому +3

      Obviously cagr is on stock price

  • @shreysingh06
    @shreysingh06 Місяць тому +26

    I could listen to Irfan Sir for hours! The way he sets the context so thoughtfully before diving into the relevant details is just amazing. His explanations are so clear and engaging. Thank you!

    • @Apster
      @Apster Місяць тому

      There is a Reason why Prestige is the best of the lot lol.

  • @78rakeshmahato
    @78rakeshmahato Місяць тому +12

    Mr. Irfan is very solid at fundamentals and it seems the other two dignitaries require much more grounds.
    My only curious or odd question - why buildings are coming on lakes or buried lakes and creating flooding across places. In the name of development and affordability, why do authorities approve such things? This is one of major reasons.
    Thank you for this podcast.

  • @nabeelahmed2903
    @nabeelahmed2903 Місяць тому +35

    Happened to see irfan razzack sir three days back in Friday prayers (Actually he was sitting right next to me😁). He is such a down to earth personality to mingle around in public domain. I think that humility is what creates trust amongst investors and buyers in prestige.

    • @Kashif_17
      @Kashif_17 Місяць тому

      Which masjid bro ??

    • @diurnal7821
      @diurnal7821 18 днів тому

      Where bro pls reply

    • @jawadhfz
      @jawadhfz 17 днів тому

      Which mosque bro

    • @guptasagar694
      @guptasagar694 5 днів тому

      Which Mosque bro, I will go there and convert to Islam if I got chance to meet him

    • @diurnal7821
      @diurnal7821 5 днів тому

      @@guptasagar694 no need to convert for money.

  • @karthiknaidu
    @karthiknaidu Місяць тому +5

    This was one of the best podcasts Nikhil Kamath
    Key Takeaways:
    1. How 3 Bangalore Real Estate Brands Prestige, Brigade and Embassy started off

    2. Starting small in any business will keep you rooted

    3. Most businesses die in the 4th generation, so don't worry too much on legacy let the future generation decide what they want to do about.

    4. In real estate you might have to bow your head in front of people who are irrelevant

    5. EGO in business let's you lose in the game of entrepreneurship

    6. Hang out with your competitors because there's enough for each one of us

    7. Passion is over rated, being successful and making money from something you don't love is better than doing something you love and not being successful (in entrepreneurship)

    8. Urbanisation in India is yet to happen, we are just tip of the iceberg
    9. Fractional Ownership - How it works
    10. Land Aggregation - Holding on to Land vs Developing it
    11. Every City in India is like a country, has different set of approvals.
    & more to pen down, thanks to all four of you for making this happen.

  • @stutibansal5020
    @stutibansal5020 Місяць тому +28

    It was such a pleasure to hear Nirupa ❤️ she was so informative and her answers were so well thought out. Thank you for bringing such an impressive woman to podcast

  • @BadassUtsav
    @BadassUtsav Місяць тому +10

    This podcast provides more value to young people than an average business school in India ever could. Thank you Nikhil for these invaluable conversations you have with people we could never reach on our own.

  • @omprajapati29
    @omprajapati29 Місяць тому +240

    I wish even Niranjan Hiranandani was part of this conversation, but any way these are really good guests..

    • @siddharthpatil9519
      @siddharthpatil9519 Місяць тому +6

      Yeah I was expecting him on this! he would have given great insights.

    • @PCJain-db5fo
      @PCJain-db5fo Місяць тому +3

      That was my first thought 😅

    • @raghavadasa167
      @raghavadasa167 Місяць тому +17

      Bro, this is among bengaluru developers.. Where the people have cultural values and respect

    • @nikethariyani773
      @nikethariyani773 Місяць тому +7

      @@raghavadasa167 not the prime in Bangalore, hiranandani is still a developer there sarrrrrr

    • @harshulmehta1426
      @harshulmehta1426 Місяць тому

      @@raghavadasa167 so you mean mumbai builders only scam people and have no cultural values and respect?

  • @naveenbangalore362
    @naveenbangalore362 Місяць тому +13

    I live in glass box up in air built by Irfan uncle.
    I can agree all points, but they are building huge inventory and never brought down price even during covid and water crisis in Bengaluru.
    Most of all units or purchases are done by IT sector employees as second or third houses as investments( never seen anyone cashing their investments yet)
    Most of all complexes don't have proper water sources or waste management systems.
    Most of these complexes are built next to drainages or on low lying areas, especially lake beds, causing floods in city.
    Most of these are hyper priced with 1200 sqft at 1.2cr and above.
    They are all well educated and well travelled but still build houses which are essentially boxes, havent done much improvements
    When Nikhil asked about innovations, they could have listed many more
    1. Villaments (Villa apartments)
    2. Apartments without common walls.
    3. Replacing brick walls with concrect walls
    3. ECO buildings with self water recycling, solar energy powered common utilities.
    One suggestion for these developers is to have a garbage shute in all floors (very common in US) that could be introduced in India where 30+ floor towers are built leading to efficient garbage collections

  • @hashsaksham
    @hashsaksham Місяць тому +134

    Nikhil Sir
    If you are reading this, I cant thank you enough for the knowledge you have given me. I am 17 and your podcasts directly fit into my interests and curiosity domain. I look forward to apply your knowledge in real world soon.
    Thanks a lot.

    • @harshittiwari7146
      @harshittiwari7146 Місяць тому +13

      17 crazy man Chill out they are multi millionare only the talk related you and your age only consume that knowledge otherwise they talk everything about their overthinking 😅

    • @SavitaDevi-ny5mm
      @SavitaDevi-ny5mm Місяць тому +6

      i am 18 bro seeing nikhil sir podcast and taking notes is enjoyable processs

    • @siddharthpatil9519
      @siddharthpatil9519 Місяць тому +7

      One advice I would like to give you as a 21 year old - Go out and start doing something. Don't wait to apply it in real world in future. Start now - Maybe tomorrow - That's the best way to save 3 years - You would start nothing and would jus waste the time if dont start now

    • @harshittiwari7146
      @harshittiwari7146 Місяць тому +1

      @@SavitaDevi-ny5mm okay It's your choice babu. Do it if you enjoy. Gimme your I'd where we talk freely about this

    • @harshittiwari7146
      @harshittiwari7146 Місяць тому

      @@siddharthpatil9519 that is what you guys to need to know thanks sid.🫂

  • @manishsubhash201
    @manishsubhash201 Місяць тому +14

    Nikhil was trying so hard to get business ideas from them, and they just didn't want to when there are so many ideas. I'm 26 and I've opened my Real Estate company 1.5 years ago, it's full of opportunities, it's a game of capital

    • @rrohannr
      @rrohannr Місяць тому +2

      A capital many dont have access to i guess?

    • @NerdCentral_
      @NerdCentral_ 22 дні тому +1

      How will I raise capital if I come from a middle class family

    • @guptasagar694
      @guptasagar694 5 днів тому

      Are you a civil engineer or architect, I am a SWE and wants plan and Strcuture drawing for my home, 1800 sq feet, can you help??

  • @faisalalpha007
    @faisalalpha007 Місяць тому +6

    This episode for me is best of all. So much to learn from them. Each person has so much knowledge and still humble.
    I liked Karan and Nirupa's confidence. Irfan uncle speaks to the point.

  • @Spectraevil
    @Spectraevil Місяць тому +23

    Nikhil is right about the demand going down in future. Marriage rates have declined, people dont want more than 1-2 kids, new generation is happy renting and switching cities along with their jobs. People dont wanna buy real estate as much and it will only go down. That’s why luxury real estate is on the rise, posh houses are getting sold off instantly but many other real estate projects are suffering.

  • @sakrokz
    @sakrokz 13 днів тому +2

    Irfan Uncle is a true Bangalore icon, rose from small beginnings to owning buildings (albeit controversial) in 3/4th of the city, mainly reshaping the skyline especially in the CBD area (UB city 🤩)

  • @faisalalpha007
    @faisalalpha007 Місяць тому +16

    In Bangalore i feel brokers play a big role in selling/renting apartments. There are some brokers who increase the price and tell the customer, that way area price goes up, just for sake of commissions. I have seen a lot of this in Frazer town, where few brokers join and make the floor price high. I think companies like Prestige or Brigade should use tech and directly sell to customer and pass on the broker commissions to the buyer. In long run customers and the company will benefit.

  • @Kashif_17
    @Kashif_17 Місяць тому +8

    I've heard many times nikhil saying that he doesn't like real estate, and he lives in rental apartment, even though he doesn't like this topic, he did this podcast only because of his Audience and for gaining his knowledge in real estate, wow just amazing bravo 👏 he's giving us a knowledge of a degree without charging a single penny 👏🤝hats off

    • @rithikkumar7683
      @rithikkumar7683 14 днів тому

      He has bought big bungalow

    • @Kashif_17
      @Kashif_17 14 днів тому

      @rithikkumar7683 yeah, I heard about it, who knows he might have got some insider information about real estate

  • @mahendarpatel3157
    @mahendarpatel3157 Місяць тому +18

    Learning that I got from this 3 hours of podcast which I am thinking of exploring more:
    1]Data center space in real estate and it growth in India.
    2]Agree with Nirupa that it's better to choose dispassionate job and make money and then follow the passion.
    3]A point from Irfan that is very real is to become successful in life or real estate one need to start and it a long process things will take time.
    4]Got to know of REIT, for now i understood like it's like option to own a small part in a real estate.
    5]Many GCC are opening in India indication that countries are understanding the potential of India.
    Actions that i will take after this podcast:
    1]Be the best at what you do.
    2]Work on structuring the thoughts understanding the problem.
    3]Time management.
    4]Love what you do fall in love with the process.

  • @tejaswinikhambe1708
    @tejaswinikhambe1708 21 день тому

    And also falling for Nikhil again and again , whenever he couldn't control his emotions and then openly smiles, laughs , teases Nirupa etc
    He is the real combination of brain and fun 😊😊

  • @Rohan-Soni_098
    @Rohan-Soni_098 27 днів тому +4

    Love Nirupa's way of thinking and prospective of life!!

  • @VeenaVeerupakshi
    @VeenaVeerupakshi Місяць тому +2

    I am here after watching your mother's interview in kalamadhyama... she is such an Inspiration and amazing person

  • @gauurisharrma9
    @gauurisharrma9 Місяць тому +5

    Stunning conversation!
    Whenever someone argues in favor of renting over buying, I usually counter with the benefits of owning-stability, security, and the ability to personalize a space you know you won’t have to vacate. With renting, there’s always uncertainty: what if the landlord raises the rent, decides to sell, or changes the terms on a whim? You’re essentially at their mercy. That’s always been my issue with real estate from the renting side.
    However, this conversation shifted my perspective. Everyone was talking about stocks and liquidity, but when Nirupa mentioned how the Sensex has multiplied 18-20 times over the years, while real estate has multiplied 300, 400, even 500 times, it really put things into perspective. Land appreciates massively-sometimes far more than stocks-because the population keeps growing, and land is finite. At some point, we can only build vertically, and even that has its limits. It’s clear that demand for land will always be there, while supply remains restricted unless we start reclaiming land.
    Real estate has always been my favorite sector, even though I was almost convinced otherwise by people advocating for 80x or 90x stock returns or even 100x multi-bagger stocks, which sound like life-changing investments. I was nearly swayed by those arguments, but this conversation reaffirmed my belief that real estate is one of the best sectors to invest in (assuming the legal system has completely been overhauled and this encroachment situation isn’t a concern). Hearing Nirupa’s insights only solidified this conviction.
    Kudos to the team for keeping these discussions so valuable!
    P.S. I absolutely love the tijori app-the insights are incredible! Why dont you make a personal portfolio management software for retail investors, its truly the need of the hour

    • @-PiyushJi
      @-PiyushJi Місяць тому +1

      But again we have to compare avg return of stock market vs avg return of real estate because comparing a single property return with whole of stock market is like comparing Asian paints return with real estate avg returns.

    • @gauurisharrma9
      @gauurisharrma9 Місяць тому

      @@-PiyushJi that is also true, so I guess its real estate and stocks

  • @sujaysarda5548
    @sujaysarda5548 Місяць тому +23

    I am fan of this guy. People he calling for podcast is amazing. Even though i cant make 1% of it but thinking ability will get change for sure

  • @sreejar7996
    @sreejar7996 Місяць тому +6

    Am a huge fan of the podcast. Have been following it religiously and has learnt about a variety of topics. But was a bit disappointed this time that Nikhil didn’t ask them about sustainable development.

  • @priyamgandhi5200
    @priyamgandhi5200 Місяць тому +131

    I love the fact that how rich people use their money to educate themselves and others❤

    • @jayakishore565
      @jayakishore565 Місяць тому +2

      But they were all poor ppl once . So they will be perfect ppl to teach for ppl like us . REM except tata family most of the rich ppl in present India are very poor 50-60 years back

    • @shivakumarpatil4624
      @shivakumarpatil4624 Місяць тому

      Not All Rich People but, there are quite few of them with that intent l

    • @errorforever8404
      @errorforever8404 Місяць тому +1

      Educating oneself to keep the flow of money alive what differentiates rich from poor

    • @siddharthshankar1609
      @siddharthshankar1609 Місяць тому +1

      its entertainment for poor more than education.

    • @NerdCentral_
      @NerdCentral_ 22 дні тому

      @@jayakishore565No most upper caste in India were wealthy and owned a lot of land. Caste system is the root cause of poverty and inequality in India

  • @Guruvishnu2608
    @Guruvishnu2608 Місяць тому +3

    Great podcast! A request to Nikhil, please get Nitin also on such podcasts, he is other side of Kamath bros, giving other strong points, other info, on a whole making it very interesting.

  • @manoranjanjha1476
    @manoranjanjha1476 Місяць тому +46

    At 1:19:10, Nirupa compared a plot of land in South Bangalore to the average performance of 30 stocks. Using that logic, my village land hasn’t yielded a 5x return. In fact, some stocks may have provided returns as high as 10,000%. How did none of the three gentlemen challenge this comparison?

    • @KaranGarg1599
      @KaranGarg1599 Місяць тому +3

      It's like challenging that small cap providing 10000% in less than 5 year. The point is we are talking about averages, and the average return for index funds will always be better than average investment in real estate. If you can pick and choose the property you can get better returns than index fund but not necessarily, and that's the whole point

    • @nikhilkaushal7957
      @nikhilkaushal7957 Місяць тому

      Exactly what I thought

    • @ArjitRaj
      @ArjitRaj Місяць тому

      100% true. It was a total flawed logic.

    • @nishantchandra2876
      @nishantchandra2876 Місяць тому +2

      Yeah cherry picking the land that has done well and comparing with average of 30 companies. I can vouch that land will never outperform equity over long periods.

    • @NerdCentral_
      @NerdCentral_ 22 дні тому

      They are lying

  • @thejcubs
    @thejcubs Місяць тому +10

    Nikhil Kamath coming up with 'question of the hour'. Thanks man.

  • @varungulavane5253
    @varungulavane5253 Місяць тому +7

    Please do one on design. Nikhil said that the more passion there is in a business the harder it is to make money. But we need to move culture forward while making money.

  • @gulrezahmad6178
    @gulrezahmad6178 Місяць тому +8

    I am so impressed by the fact that they invited Nirupa. Wish there were more women taking up space in such industry. I hope team Nikhil Kamath also invites Vineeta Singh. Hearing her talk businesses is always a fascinating experience for the millennials. There are so many great women in large scale businesses and i have witnessed how girls in my life and even girls and women in general really feel represented through them. Instead of bringing Bollywood actresses please invite great businesswomen on your show. It will be worth watching.

  • @saurabhmodi5128
    @saurabhmodi5128 Місяць тому +2

    Nikhil does kind such a great job of going deeper into the subject matter like how he found out details about REAP and then went into detail to get their favourite REAP funded startup named Lightstore. Its actually funded by Accel and hardly would you know about this things on internet.
    Now this is actual philanthropy in action!!

  • @dilipbs5392
    @dilipbs5392 Місяць тому +7

    3 hrs of good old movie days, which helps an entrepreneur skill set to think big. it’s really knowledgeable podcasts one who love to learn new stuff

  • @ushaffi
    @ushaffi Місяць тому +3

    Thanks Nikhil for the amazing show. It was great to see Irfan uncle. He is a visionary and has truly done a lot for the community he belongs to (socially and philosophically).

  • @aedecded
    @aedecded Місяць тому +3

    I like this series of long conversations, however it would be good to ask a detailed question than "what should a 20yr old do if he wants to start in this area?" If the guests can define unique challenges and problems they think in a given area with their experience. If they can't you can do some research with them and their employees offline and give a link to problems, challenges and even solutions.
    The biggest challenge for anyone is understanding the problem space before even coming up with solutions.

  • @ashishvajpai
    @ashishvajpai Місяць тому

    I am a real estate startup founder , this video has been very insightful for me. Thanks to all .

  • @Zyks10
    @Zyks10 23 дні тому +3

    Healthy discussion but ground truth is that few people own multiple properties, which results in unnatural increase in real estate prices. A law like Singapore, that is Additional Buyer's Stamp Duty can help correct the market.

  • @surendarbaby
    @surendarbaby Місяць тому +2

    I couldn’t watch a movie for 3+ hrs. Watched this podcast 3+ hrs without break. Very informative and great work🫡

  • @hydspirit
    @hydspirit Місяць тому +6

    Senior living along side kids daycare where the old see the young and it will have an emotional value and joy to them. Alongside nursing home, rehab and hospital/ nursing school etc. Loved this episode like everywhere one Nikhil. I hope our paths cross.

    • @MoizMotorwala
      @MoizMotorwala Місяць тому

      Provident Park Square is one such project

  • @sunilrao6090
    @sunilrao6090 Місяць тому +2

    The way how nikhil markets zerodha without taking the name is super amazing

  • @marketingnurtureindia2530
    @marketingnurtureindia2530 Місяць тому +10

    Nirupa Shankar, you're so so so good at what you do and well-spoken!

  • @archanakr2905
    @archanakr2905 13 днів тому +1

    Great podcast! Namma bengaluru Entrepreneurs making us proud! 😄

  • @jnanakshatriya668
    @jnanakshatriya668 Місяць тому +46

    These flats cost 1 cr + but their quality of construction is bad. To increase margins, they cut corners. For example most of these big buildings/builders in Bangalore have issues with water leakage within 1 year of construction. Once they sell and leave ,it's big headache for associations to clear up all the issues.

    • @parag7757
      @parag7757 Місяць тому +2

      Is this the problem with Prestige and Brigade properties?

    • @jnanakshatriya668
      @jnanakshatriya668 Місяць тому +4

      @@parag7757 Its been problem with everyone lately due to increased demand, competition and reduced profit margin. They contractors they use also cut corners. Problems arise after they sell and form associations. Quality of materials used is also not good such as tiles and accessories. Some people replace all the things in flat.

    • @MyEmail-jt4ng
      @MyEmail-jt4ng Місяць тому

      @@jnanakshatriya668 I can assure u it's not just Bangalore.. u may add NCR to the list as well.. no idea about MMR

    • @nikhilb6914
      @nikhilb6914 Місяць тому

      @@jnanakshatriya668 please mention which ones and where for context

    • @vidyashankaremani5138
      @vidyashankaremani5138 Місяць тому

      Sobha is the best ... in India in terms of quality of construction

  • @suchetanmok9419
    @suchetanmok9419 10 днів тому +2

    I totally agree with Irfan sir, brokers are dominating real estate commercial and residential

  • @faisalalpha007
    @faisalalpha007 Місяць тому +9

    They should have discussed about water also. Bangalore is coming up with offices, apartments, malls but no one is thinking of water resources. I think big builders should start thinking on it. Even for infrastructure they can do Govt project to improve the infra in Bangalore. Since these builders know so much that they change the govt rules.

    • @vasudhasp
      @vasudhasp 29 днів тому +1

      Good point faisa..
      That was my concern as well...people are paying crores, but no water..this is not common sense.

    • @kvmoorthy83
      @kvmoorthy83 3 дні тому

      That’s exactly my point, Floor space index is joke in India. Does it really factor in the living conditions of people. Indian cities are done.

  • @piyush9914
    @piyush9914 5 днів тому

    I have watched this podcast multiple times and every time i really wish that Nikhil asked these Real Estate developers about what they feel about Bangalore’s unplanned development. The way bangalore has grown Haphazardly, while it could have been such a beautiful city if planned properly, is lot given by the folks in this podcast.

  • @dhorenihal3420
    @dhorenihal3420 Місяць тому +15

    The question nikhil asked at 27:45 was marvelous. I realised that but never encountered it.😅

  • @debangshubanerjee1311
    @debangshubanerjee1311 25 днів тому +1

    Loved Nirupa, such clear thought process, empathy and patience. The whole industry is a cartel, and house is a distant dream for many , including me in the current market.

  • @IanAllans
    @IanAllans Місяць тому +124

    colossis AI fixes this. Indian real estate giants' actions questioned.

  • @NivanJhaveri
    @NivanJhaveri Місяць тому +3

    I loved the podcast thoroughly. Nice work Nikhil and team. However I would have enjoyed it more if you guys could have shared your insights or views about 3D printing technology in construction and real estate.

  • @manoranjanjha1476
    @manoranjanjha1476 Місяць тому +30

    At 46:00, Nikhil raises a pertinent question.. The decline in the total fertility rate has caused the stock of Evergrande and other companies in China to plummet significantly. While this scenario isn't imminent, the significant opportunity is expected to endure until 2047, before the population begins aging. Given that real estate often involves generational investments, this is a crucial aspect to consider.

  • @karthik28777
    @karthik28777 Місяць тому

    The stark difference between life inside these fancy enclaves and the chaos outside really leaves me speechless-like my jaw has dropped right into a pothole! Driving through the beautifully tiled roads is a delight, but that joy disappears in an instant the moment I hit the outside streets. It’s enough to make me consider taking out another another high-interest loan that feels like it’ll last till eternity just to build a road from my home to the office, all to avoid wrecking my mood before I even start my workday.

  • @SwastikLIA
    @SwastikLIA Місяць тому +5

    Here in Bengaluru, the Real Estate has grown just by filling lakes and hundreds of water bodies. The municipality has played the role of silent spectator. The biggest benefactors are the state govt. (irrespective of political affiliations) and handful of builders.

    • @Skyhigh275
      @Skyhigh275 Місяць тому +2

      That’s what Hyderabad is cautious about and demolishing structures in FTL levels.

  • @bhaveshtank6088
    @bhaveshtank6088 Місяць тому +2

    Finally all the internet revolution making some sense, eventually allowing us to listen to top business minds of india and learn from their thoughts , knowledge, experience etc...!!!!!

    • @Prashant_Pandey4
      @Prashant_Pandey4 19 днів тому

      hona usse bhi kuch nahi hai ,you can't compete with them because they became too big with lot of money ,contacts so you can't compete with them , so if you want to build niche for you at this moment only thing that can you do is some tech startup .

  • @rovinamusic
    @rovinamusic Місяць тому +9

    Great to hear Nirupa’s perspective. Rarely see such articulate women on this podcast.

  • @dikshaarjunjain5988
    @dikshaarjunjain5988 29 днів тому +2

    Wow, great conversation! You could share this on a forum or multiplex!

  • @jprakashoram8500
    @jprakashoram8500 Місяць тому +61

    1:21:00 no uncle. Nothing has changed yet. Still you have to pay in black no matter where you are in India.
    I feel he is trying to change the perception here for the sake of the business he is in.
    Nikhil pressed the pulse here rightly

    • @prithvisetty8396
      @prithvisetty8396 Місяць тому +6

      The black money with corporates have reduced but sole developers or old school estate developers still work with cash. But the percentage has gone down.

    • @AbdulRehman-jn6we
      @AbdulRehman-jn6we Місяць тому +6

      As far as I know from my experience of house hunting. None of the top builders are accepting black money from buyers these days.
      But high possibility of black money involved during land acquisitions and during getting approvals., during that stage

    • @sohamjadhav1
      @sohamjadhav1 Місяць тому

      Uncle has seen the past, you haven't.

    • @jprakashoram8500
      @jprakashoram8500 Місяць тому

      @@sohamjadhav1 uncle seeing one part of India, not whole.
      Plus I was in the construction field as a civil engineer and worked with several builders. So I know a thing or two

    • @sohamjadhav1
      @sohamjadhav1 Місяць тому

      @@jprakashoram8500 What I mean is that he has seen the business in the past, The License Raj and even more, but the black business is comparatively lower now. I absolutely am aware of the fact that there is a thriving black economy in Real Estate but just a comparatively smaller one.

  • @avinashhegde3711
    @avinashhegde3711 Місяць тому

    Impressed with Irfan Razack! Came across beautifully in the conversation.

  • @adityashekhar3650
    @adityashekhar3650 Місяць тому +25

    I wish to see the bubble of real estate burst in my lifetime. Owning a flat or land even in tier 2 cities has become a distant dream for most Indians.

    • @pradhyudh
      @pradhyudh Місяць тому +1

      It's the stupid money funding this bubble in every country,rich people have nothing to do with it.

  • @pruthvirajgohil1940
    @pruthvirajgohil1940 Місяць тому

    Well done, Nikhil! You're asking sharp, no-nonsense questions and really putting them on the spot. For example, when they discuss the 'dirty work' developers do and still not seeing high returns, they mention getting around 11%, which is actually quite good. But there's a lot they're offsetting with tax, not to mention the black money they’re moving around. It’s crazy! Realistically, their returns could easily be 20-30%, maybe even more depending on the area. Speaking from experience as a developer in Australia and an investor in India, I can definitely relate🙂

  • @krishnahegde738
    @krishnahegde738 Місяць тому +21

    One thing surely missing in the discussion is how they manage "under the table" dirty things in government offices which is most important to be in real estate business. For a 20 year guy it is not going to be easy.

    • @seeker4430
      @seeker4430 Місяць тому +7

      Exactly... Most of the headache is there, each of these biggies has a politician in their pocket and a bunch of rowdies to clear a lot of hurdles... Nobody talks about that

    • @manju2793
      @manju2793 Місяць тому +3

      They will gift some apartments to officials and politicians kith and kin,even for chela of mla,if you check properly many politicians own many units in their family name in their projects

    • @praveenpv9080
      @praveenpv9080 Місяць тому +1

      I am an architect and have lots of experience dealing with developers and visited government authorities for sanction. One thing I can clearly say is that these developers also hate this corrupt culture of the govt officials and politicians , but their hands are tied and can't do nothing about it and have to constantly satisfy these people. It's the politicians that spread corruption all around and then everyone just fall into this message.

  • @sakrokz
    @sakrokz 13 днів тому +1

    For people wondering, Sanchez & Sriracha (great food) are the restaurants owned by Karan/Embassy Group in UB city & Indiranagar.

  • @texrex1381
    @texrex1381 Місяць тому +6

    All these real estate giants from bangalore and no question about the water scarcity!

    • @prithvisetty8396
      @prithvisetty8396 Місяць тому +1

      Water supply is the responsibility of city corporation.

    • @manju2793
      @manju2793 Місяць тому

      Yes water from their STP in prestige stinks like hell

  • @emmarealestate1
    @emmarealestate1 Місяць тому

    Attitude of this industry is clearly reflected in this conversation - hardly any mention of user problems and needs, its only about me, me, me. No other modern business can survive with such an attitude.

  • @jayminsheladiya4372
    @jayminsheladiya4372 Місяць тому +3

    Hi,nikhil sir first of all I want to thank you
    I don't think I can score 7.0 bands in my IELTS exam, without listening to your podcast regularly. But because of your stuff i could do that, even though it is not for just a listening purpose. Thank you sir.😮

  • @pavanchalla2008
    @pavanchalla2008 Місяць тому

    Nirupa's points are very practical....I watched this podcast for a few minutes and the way she explained made me watch the whole episode...

  • @s.r.a.20
    @s.r.a.20 Місяць тому +7

    Lot to learn just wanna see Zoho books and tally solutions founders on board on next podcast if possible . We can learn lot more about the cloud systems and ai which is changing the accounting systems in future. Thank you😊

  • @pralamshah4873
    @pralamshah4873 Місяць тому +1

    Brilliant panel, no one speaks over the other person, loved it! Maybe all the panels should learn speaking from this panel.

  • @arjunreddy226
    @arjunreddy226 Місяць тому +6

    Finally some good guests 😅

  • @omkarvallala
    @omkarvallala 18 днів тому

    I never thought I would listen to 3 + hrs of podcast at a go. Nitin has made it more informative and entertaining than many Bollywood movie directors 🤣

  • @prithvisetty8396
    @prithvisetty8396 Місяць тому +5

    Nikhil Kamath has always been real estate but don’t be surprised if he ventures into real estate become successful in later half of his life.

  • @zainabmeer7991
    @zainabmeer7991 Місяць тому +1

    love how smart and data-oriented nirupaaa is! 😊

  • @tharunnelumalai9177
    @tharunnelumalai9177 Місяць тому +4

    Everything good Nikhil, from next podcase please try to call the first gen entrepreneur instead of second gen which would be more useful to us. You could have called founders of brigade group and embassy group instead of call their children ( their pov would be more interesting) . calling the OG Irfan from prestige was very good.

  • @Brahmdecoded
    @Brahmdecoded Місяць тому

    Wow Hats off to Nikhil to ask this question - " I am young, I am 20 years old. How do I go about starting a real estate company?

  • @yothismyhub
    @yothismyhub Місяць тому +5

    I don't think India needs any more real estate companies popping up. So many buildings already built on top of places where they shouldn't be built causing flooding any problems everywhere.

  • @kashif-the-techie
    @kashif-the-techie 17 днів тому +1

    Man, He really is the OG of Bangalore real estate, and he gives vibes similar to Ratan Tata.

  • @SivaprasathM-xr5ij
    @SivaprasathM-xr5ij Місяць тому +3

    As mentioned by Nikhil,
    When can realestate can become saturated or down can be when Builders build heavily with high demand and price shoot up where it cannot be owned like China , even builders are out of money
    The market can then move into bubble

  • @IamRahul_007
    @IamRahul_007 Місяць тому +2

    Zabardastttttt Mazzaaaaa Aa Gayaaaaa! 🔥✨🔥

  • @Vivek_Nariya
    @Vivek_Nariya Місяць тому +56

    Nikhil why don't u do a podcast like WTF is happening in stock market, investing...😅

    • @StudyBitcoin_Aditya
      @StudyBitcoin_Aditya Місяць тому +1

      He has stop investing in stocks!! He just trades!! He mentioned in earlier podcast with Badshah

    • @StudyBitcoin_Aditya
      @StudyBitcoin_Aditya Місяць тому

      @@ryan19899 study bitcoin. Not crypto. Bitcoin

    • @StudyBitcoin_Aditya
      @StudyBitcoin_Aditya Місяць тому

      @@kasim7929 study bitcoin. I said bitcoin only, not crypto! Bitcoin is 100x better than real estate and 99% folks in the world have no idea. Good luck. Read the book The Bitcoin Standard

    • @toppointtraders8099
      @toppointtraders8099 Місяць тому

      ​@@kasim7929 its cause of float and liquidity, you can buy billions worth of real estate ,there is a lot of float, but you cant buy billions worth of stock.

    • @dailyhacks4634
      @dailyhacks4634 Місяць тому +1

      ​@@kasim7929I suppose nikhil is poor and middle class hence he made all his money in stock market .

  • @nehabs2278
    @nehabs2278 7 днів тому

    Love the kind of people you get from different sectors and show us how it is like to be what it is like to be from their perspective

  • @RohanKjain
    @RohanKjain Місяць тому +21

    Hi nikhil
    I am a 20 year old engineering graduate who has an idea of starting a Rental managment company in hyderabad as this is an untouched market and the big players like nobroker offers very bad service which could potentially make this a good startup idea. After listening to this podcast i want to start the company and make it profitable. Thank you for uploading this podcast. It would help me a lot if i could get some guidance or help from you for building this.
    Thank you.

    • @Safety-u8h
      @Safety-u8h Місяць тому +2

      this seems like a good idea.

    • @notuseful-y6j
      @notuseful-y6j Місяць тому +2

      work on it

    • @vinayakjaiswal9976
      @vinayakjaiswal9976 Місяць тому +4

      Hey Rohan that's a great idea, but I think you should try to build layer 1 and also try to get few customers with their 3-4 months of existence maybe then you can not just raise money but also get better valuation

    • @lohithsabavat
      @lohithsabavat Місяць тому +3

      Hey Rohan,
      This is Lohith from Hyderabad. I would love to connect with you and discuss some ideas

    • @Osiris713
      @Osiris713 Місяць тому +1

      Hey rohan!
      Wrong platform but would like to connect with you as well as discuss a little about this sector and the idea you had

  • @ichangemynameregularly
    @ichangemynameregularly Місяць тому

    Nikhil is doing god's work for young entrepreneurs of India
    Please never stop this nikhil