[Industrial real estate] - Prospects for a boost in the H2/2025
26/09/2025

Summary

  • Update on industrial real estate situation: Industrial real estate absorption in both the Southern and Northern regions continued to record a slight decline in H1/2025, driven by weaker land leasing demand in Q2/2025 amid tariff-related headwinds. Occupancy rates remained at elevated levels, while rental prices posted modest growth during H1/2025.
  • FDI capital flow and industrial real estate development strategy: FDI inflows continued to grow steadily despite volatility stemming from U.S. tariff policies. Vietnam has maintained its attractiveness and competitive advantage in attracting foreign direct investment.
  • Update on industrial park real estate stocks: Industrial real estate developers recorded improvements in H1/2025 with both leased land area and rental prices increasing. Earnings are expected to rebound strongly in H2/2025 following a temporary slowdown in Q2/2025 due to tariff impacts.
Sector
Industrial Real Estate
Category
Update
Author
Tien Le
Details

Page: 19

Lauguage:

File format: pdf

Size: 1.35 MB