Real Estate Briefing: Market Polarization, Infrastructure Momentum, and Buyers Prioritizing Real Cash Flow

The real estate landscape is showing increasingly clear differentiation among locations, products, and user demand. In Japan, land prices have risen for the fifth consecutive year despite a declining population, driven mainly by the appeal of major cities and tourist destinations. In Vietnam, homebuyers are also changing their spending decisions, moving away from chasing price waves and prioritizing properties suitable for living, business, or leasing. Meanwhile, the market is expected to receive nearly 100,000 products after a prolonged period of constrained supply, although absorption will still depend on project quality. The ready-built factory and warehouse segment in southern industrial parks has recorded an occupancy rate of more than 90%, indicating that businesses increasingly prefer models that can operate quickly, flexibly, and with lower initial capital requirements. At the same time, major infrastructure projects, the North-South high-speed railway, and outstanding BT proje...
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Daily real estate roundup: Rising supply, expanding infrastructure and surging social housing demand

The real estate market is seeing a series of notable developments as supply rises sharply after a prolonged period of constrained availability. Nearly 100,000 products have been introduced to the market, while transactions at several new projects indicate that demand for quality properties remains present, even as concerns about oversupply emerge. At the same time, major infrastructure projects are expanding urban space, creating new development poles and turning areas outside central districts into investment hotspots. The Prime Minister has asked ministries, sectors and localities to urgently complete procedures, clear sites and prepare the feasibility study report for the North-South high-speed railway project. In Ho Chi Minh City, a meeting chaired by Standing Deputy Prime Minister Pham Gia Tuc also focused on resolving payment plans for delayed BT projects in the Thu Thiem New Urban Area.

In the industrial real estate segment, ready-built factories and warehouses in southern Vietnam have achieved an occupancy rate of more than 90%, higher than that of industrial land. This reflects businesses’ growing preference for models that can operate quickly, remain flexible and require less initial capital. Meanwhile, Hodeco plans to transfer Hodeco Seavillage in Vung Tau for VND 1.05 trillion after divesting a project worth nearly VND 2 trillion, aiming to optimize cash flow and concentrate resources. BIM Land has begun construction of a high-end resort in Vinh Hy, while a company owning the land at 79 Lac Trung Street in Hanoi has ended garment production there to develop a high-end commercial housing project. A new credit policy is expected to create more lending room for hotels, resorts and tourism, potentially supporting capital flows into related real estate segments.

Notably, demand for social housing continues to far exceed supply, with more than 12,000 people registering to compete for 750 apartments, while developers still face obstacles related to capital, profits, procedures and land funds. Meanwhile, the case in which customers fear losing VND 300 million to VND 600 million paid under priority purchase agreements for A&T Saigon Riverside apartments highlights the importance of checking legal information before making a transaction. The State is also considering consolidating stalled housing projects to unlock resources, but the basis for valuation and the operating plan after acquisition remain issues requiring clarification. In addition, residents can submit feedback through VNeID on three important draft laws concerning land and housing. With lending rates showing no sign of cooling, young people are becoming more cautious about home-buying plans, while AI is gradually changing the property search journey and reducing brokers’ traditional role as information gatekeepers.

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