What the market is actually doing.
Research and perspectives from inside our mandates — absorption trends, capital market shifts, pricing behaviour, and the regulatory moves that change the math. Written for people who make decisions with it.
The Wallnut Monitor — Mumbai Residential, Q3 2026
Our quarterly read on Mumbai's residential capital and sales markets: micro-market absorption, pricing movement, lender appetite, and where the next two quarters are likely to go.
Recent notes from the practice.
Absorption-led pricing: the discipline that saves launches
Why the gap between aspiration and absorption decides sell-through — and how to close it before launch day.
Read the note → Capital MarketsWhat 100 basis points is really worth on a mid-size project
The arithmetic of cost of capital — and why structuring beats shopping.
Read the note → Land & PolicySociety redevelopment: five questions before the first builder meeting
The decisions committees make early — often without realising they're making them.
Read the note →Want the thinking behind a specific project?
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