
Articles
Notes from the ground.
Short reads on India's logistics corridors, data-centre demand, port-driven catchments and infrastructure-led land.
31 May 2026
Notes from a Field Visit to Talasari
What we saw in Talasari last week — and why it matters for anyone thinking about the Vadhavan catchment.
Read article

31 May 2026
Data Centre Power & Land — The Real Constraint
Everyone talks about power. Almost no one is rigorous about it. The real constraint is the 24-month MW headroom.
Read article

31 May 2026
Reading a Land Aggregator's Mind
How local aggregators actually think — and why understanding them is the single most underrated skill in land investing.
Read article

31 May 2026
Why Vadhavan Will Reshape MMR Land Pricing
When India's largest port goes live, the land catchment behind it does not stay still. Here's how the price curve typically plays out.
Read article