real estate

8 statements across 6 episodes · 3 bullish · 2 bearish · 7 people on the record · first statement May 14, 2023 by Nikhil Kamath · across every show →

Everything said about real estate, oldest first

May 14, 2023 negative
Assertion Not checkable as stated
Kamath: Most Indian black money sits untaxed in real estate
“What happens to most of the ill-gotten wealth, black money in India, it goes and sits in real estate. There's no way of taxing that.”
Nikhil Kamath May 14, 2023 ▶ 2:24:16 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
Oct 11, 2024 neutral
Assertion Supported
Virwani: Real estate accounts for 30% of all emissions
“See, I think that like, yeah, I mean, 30, 30% of all emissions is really from real estate.”
Karan Virwani Oct 11, 2024 ▶ 1:02:47 Ep. #20 | WTF are Indian Real Estate Giants Up To? Nikhil ft. Irfan, Nirupa, & Karan · Nikhil Kamath
Feb 2, 2025 negative
Assertion Partly supported
Kamath: India's Most Expensive Real Estate Has the Worst Air Quality
“In India, we pay more for real estate wherever the AQI is the most. Delhi is, is the most prime real estate in the country and the worst air quality.”
Nithin Kamath Feb 2, 2025 ▶ 1:42:48 Ep #21 | WTF is Longevity? | Nikhil ft. Nithin Kamath, Bryan Johnson, Prashanth, Jitendra & Seema · Nikhil Kamath
Aug 29, 2025 bullish
Prediction Not checkable as stated
Kothari: Society's digital shift will make physical real estate far more expensive
“As we get more and more things in the digital world, like real estate actually becomes far more expensive. Nikhil Kamath: Why? Nikunj Kothari: Because that's the only asset people can hold on to.”
Nikunj Kothari Aug 29, 2025 ▶ 1:11:41 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Aug 29, 2025 bullish
Prediction Not checkable as stated
Bonatsos: Real Estate Will Keep Rising Without Construction Productivity Fixes
“One of the issues that we have in the Western world is that the productivity in the construction industry has been stagnating or certain decades going down. So unless we fix that, unfortunately, you know, in most places, real estate will continue to become mor…”
Niko Bonatsos Aug 29, 2025 ▶ 1:15:44 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Dec 20, 2025 positive
Opinion
Kamath advocates taxing real estate to capture corrupt and black money
“I make a case for taxing real estate, because I think a lot of the Benefits of corruption and the bad money, the black money in a way sits in real estate, and that might be a good way to bring it into the tax system.”
Nikhil Kamath Dec 20, 2025 ▶ 30:27 WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 · Nikhil Kamath
Dec 20, 2025 neutral
Insight
Dalio: Real estate is uniquely practical to tax because it cannot move
“The practical aspect of real estate in terms of taxing Is because the individual owner of real estate can't take it with them. It is a very practical asset asset to tax for the government because they can always tax that and you can't take it with you versus t…”
Ray Dalio Dec 20, 2025 ▶ 29:10 WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 · Nikhil Kamath
Jul 16, 2026 neutral
Insight
Armstrong: Real estate is the original Bitcoin due to provable scarcity
“In some ways, like real estate is the original Bitcoin because it's like proved provably scarce.”
Brian Armstrong Jul 16, 2026 ▶ 1:27:14 Brian Armstrong: Bitcoin, Banks & The New Rules Of Money | Nikhil Kamath | People by WTF · Nikhil Kamath
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