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 projects in Thu Thiem New Urban Area are being expedited, with expectations of expanding urban space and creating new real estate growth centers.

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