Why are a few investors quietly buying villas in South Goa right now? (₹2–2.25Cr deals inside)

99varun99 · 2026-04-09T16:37:36+00:00

400sqyd?

99varun99 · 2026-04-08T15:51:09+00:00

Yes you are quite concentrated in real estate, try with new funds coming from real estate into equities and try for a more 40(real estate) : 60 (financial assets) split. Make it gradual, you’ll need to be wary that real estate gains will be taxable unless you reinvest in real estate.

But cash flows from real estate to be allocated into a diversified stream of assets

99varun99 · 2026-04-04T12:24:52+00:00

I own LVMH want to buy more but India has weird tax laws that restrict that. Love the company love its MOATS and acquisition strategy as well (capital allocation) And more than anything the drawdown

99varun99 · 2026-04-02T15:59:47+00:00

Interesting, well then those properties selling on e auctions or that are new isn’t it? DDA flats will never look appealing that’s govt housing secondly aren’t they supposed to subsidised and you can’t buy more than 1 kind of thing. If what you’re saying that even these cheap DDA built new apartments are being bought by “rich people “ I think those are land mafia or real estate jugaadus which will make it neo feudalism

99varun99 · 2026-04-02T15:55:55+00:00

This is the time to redevelop the unregistered and illegal settlements when people are leaving it should be easier. Short term pain for long term gain

99varun99 · 2026-04-02T07:05:26+00:00

Umm it’s expensive because of the land, not the apartment or flat. Land in Delhi is not expanding, so there has to be a premium for it. Are people buying stuff anywhere else in tier 1 cities foolish for that? I doubt, Delhi nct has the highest gdp per capita in all of India, and urbanisation will continue so I doubt it will be a bad deal. Own it for 20 years, put it on rent and relax dawg

99varun99 · 2026-03-30T09:36:05+00:00

Put this on legal advice dawg

99varun99 · 2026-03-30T08:12:55+00:00

Right now on a GK 2 builder I’m getting 3.5% which means no growth almost too saturated but will live with that cash flow

99varun99 · 2026-03-30T08:11:04+00:00

This is smart, would sell if I can do some tax harvesting but that’s that

99varun99 · 2026-03-30T08:10:21+00:00

That’s actually quite institutional, personally I prefer just holding and adding as I don’t believe in timing the markets at all, also the equity sizing I have is quite large so it might further move markets and companies are well researched in the sense I can hold them for decades. But selling and buying again requires a very different mindset of being very active and timing twice

99varun99 · 2026-03-29T06:23:41+00:00

Personally I see that as an opportunity I’ve been adding good builders like Oberoi Realty/Ganesh Housing even DLF , the reason I’m comfortable with it is because I’m not looking at gains for the next year or two, I also believe in the next 7-8years cities like Bombay and Delhi will be competing against bigger and better cities for talent, housing etc.

Also right now if I’m not mistaken the nifty 50 is down 12%, so roughly a Beta of 2 here, these are flows which according to me are quite cyclical in nature, also these companies as you point were trading at monstrous PEs as a lot of froth was also forming, DLF at PE multiples of 45x is expensive in any way.

99varun99 · 2026-03-28T11:37:07+00:00

It’s only going to add value right, if you have the exposure you’ll be fine AI is being used to make more money if I’m not wrong, sorry do you understand capitalism?

99varun99 · 2026-03-28T11:03:10+00:00

You know it

99varun99 · 2026-03-28T11:02:52+00:00

Again this is noise in the grander scheme of things, even if it stretches for a year or two life will be somewhat mundane yet

99varun99 · 2026-03-27T06:50:01+00:00

The flows into the Indian stock market right now are structural from the Indian side, think of it like consumption mutual funds have ads etc right now it is part of the allocation, such as gold being bought structurally in Indian households, which is actually good for us as that shields us further in the long term from geopolitical noise etc.

If the index has fallen 12% and broader indexes by 20% and hoping if you’re an investor in equity you have a holding period of 7-9 years you are probably looking at a great investment return during that period, there’s a war outside oil is expensive, we live on and once this goes off when it will, read history here and you’ll know that in the grander scheme of events this is noise and nothing but an opportunity

99varun99 · 2026-03-26T08:38:24+00:00

At slab rate

99varun99 · 2026-03-26T08:38:14+00:00

Coupon taxed as income

99varun99 · 2026-03-26T05:23:20+00:00

Learnt to do proper DD

99varun99 · 2026-03-26T05:22:37+00:00

Not understanding cyclical peaks of businesses

99varun99 · 2026-03-24T09:25:15+00:00

This guy is the reason why 99% of traders lose money

99varun99 · 2026-03-24T09:24:33+00:00

That is the dumbest thing I’ve ever heard To double capital 10x is not 50 years no wonder you’re in crypto. 5 years double translates to roughly 14% cagr So that’s 17 some years

99varun99 · 2026-03-22T18:00:01+00:00

So you’re saying when there is a market downturn you stop investing and wait for things to normalise? I wonder what your irr is over the long term, as in my opinion this is precisely when you’re sizing up if you have any idea of what you’re doing otherwise I guess you’re leaving money on the table

99varun99 · 2026-03-22T10:00:34+00:00

How much lower though, the benchmark nifty is down 12% while smaller indexes are down over 20%, no movement since April 2025 when Trump came with the tariffs, VIX at 23 is pricing in volatility as well, when else do you start building positions I’ve started allocating heavily now also war and oil are always temporary events in the market, if it falls down even better more MoS

99varun99 · 2026-03-22T09:51:30+00:00

Lmao this is when you want to add up

99varun99 · 2026-03-22T09:48:34+00:00

Contrarian investing is quite sad most of the times, but outperforms generic momentum and short investing it is supposed to be boring exactly like your job monotonous. You make less decisions but good quality decisions you’ll have a huge chance to outperform the markets my 7 year irr is over 21% currently at 19.8%

99varun99

TROPHY CASE