Highlights for the Southern Vietnam Real Estate Market

Many analysts believe that the Vietnam residential real estate market will continue to grow well in the third quarter of 2025 due to a number of good reasons.

First, the improved macroeconomic scenario provides a firm platform for the Vietnamese real estate market's recovery.

Second, more open legislation has given developers the confidence to implement property projects.

Third, fresh supply expands to satisfy market demand.

Fourth, demand from home purchasers and investors is expected to rise, encouraging transactions in the Vietnamese real estate market.

According to VCBS, housing supply has improved as a result of drastic legal solutions to support Vietnam's real estate market, such as Resolution 171/2024/QH15, which removed obstacles to land use rights for commercial housing projects, and Decree 76/2025/ND-CP, which regulated the method of calculating land use fees and removed barriers for 64 slow-progressing projects. Furthermore, investors have easy access to financial resources from banks after the project's legal prerequisites are met, which helps to boost market liquidity and secure the progress of fresh projects. Furthermore, some prominent developers are projected to unveil major projects in the second half of 2025, perhaps creating a new wave in the property market.

The real estate market in Southern Vietnam is likely to improve in the near future. The absorption rate will remain high due to low interest rates and support measures (preferential credit packages for home purchasers under the age of 35). Furthermore, the pressing need for housing will continue to be the cornerstone for long-term growth in the Vietnam real estate market.

This stock business believes that US tariffs would not cause a shift in production from Vietnam, lowering risks to the real estate market in rising industrial provinces and cities without strong domestic production and consumption activities, such as Bac Ninh and Tay Ninh.

"We value developers who have projects ready to go for sale in the second half of 2025, when market conditions are more favorable for attracting cash flow. Projects in Southern Vietnam, in particular, are likely to profit greatly as cash flow shifts to this region as a result of more attractive selling prices and significantly increased interest in HCM City following the administrative merger," said VCBS.

Meanwhile, Mr. Nguyen Quoc Anh, Deputy General Director of Batdongsan.com.vn, stated that which category will become the "locomotive" of the Vietnamese real estate market in late 2025 and 2026 is heavily influenced by macroeconomic policies and how developers respond to those changes.

Previously, many analysts expected that the "upturn" phase for the Vietnam property market would begin in the second quarter of 2025, once the cash flow was unblocked. However, the current US tariffs have flipped expectations, returning investors' psyche to a "defensive" attitude.

Notably, US tariffs of 20% are posing hurdles for Vietnam. While the United States lowers tariffs on certain other countries, Vietnam's tariffs have investors concerned. In this sense, they label cash flow to the real estate market as a "safe haven" choice. The real estate market might provide a steady return.

"Investment in the property market will continue to play a major role in the second half of 2025 because it meets two of the most critical criteria for investors in unpredictable times: capital safety and stable profitability. Rather than expecting big capital returns in the short term, investors are willing to shift to "secure and durable" assets with low volatility and the ability to generate long-term cash flow," Mr. Quoc Anh noted.