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Sector Thesis·3 min read·Week 22

Real Estate Tech: Why Verticals Beat Horizontals in India

Name: AletheiaAI
Author: Amit Tyagi

Horizontal real estate platforms like 99acres and Housing.com have plateaued at 15-20% market penetration. Vertical players—focused on construction tech, last-mile logistics, or compliance—are growing 40% YoY. India's fragmented real estate market rewards deep expertise, not breadth.

ByAmit Tyagi·Fitoor Capital

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Amit Tyagi

Founder, AletheiaAI & GP, Fitoor Capital

Veteran of India's startup ecosystem. Writing about fundraising, investor psychology, and what it takes to build fundable startups in India.

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#real-estate-tech#vertical-vs-horizontal#india-stack#fintech

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