The real estate market in the Southern region is receiving many positive signals in the final months of 2025. 

 

Attractive selling prices, strong investment capital flows, rising end-user demand, and an increasingly transparent legal framework are expected to provide momentum for the market to recover and become a bright spot on the national real estate map.

 

 

According to experts, Q3/2025 is the period when the Southern real estate market maintains growth momentum as many fundamental factors converge: stable macroeconomics, low interest rates, transparent legal framework, and improved new supply. 

 

The report by VCBS Research shows that a series of new legal documents have removed bottlenecks for many projects. Resolution 171 resolves land use rights issues for commercial housing, Decree 76/2025/NĐ-CP stipulates the method for calculating land use fees, and removes barriers for 64 delayed projects. These solutions help developers access bank capital more easily, improve liquidity, and accelerate progress. 

 

In addition, some “mega projects” expected to be launched at the end of the year are anticipated to create a new wave for the Southern market, especially in Ho Chi Minh City and Tay Ninh.

 

 

VCBS Research forecasts that absorption rates will remain high thanks to preferential credit packages for buyers under 35 and the urgent housing demand of the people.

 

Nguyen Quoc Anh, Deputy General Director of Batdongsan.com.vn, said that the U.S. imposition of a 20% countervailing tariff has affected sentiment, making capital flows more cautious. In that context, cash-flow real estate emerges as a “safe haven” choice. Products that simultaneously meet the two criteria of capital safety and stable profitability will play a leading role in the second half of 2025. 

 

According to Nguyen Van Dinh, Chairman of the Vietnam Association of Realtors, investment behavior has also changed significantly. Whereas previously most capital chased price appreciation expectations, now investors focus more on actual exploitation value. Capital tends to shift from the center to suburban areas, where infrastructure is being completed, prices are affordable, and land reserves are abundant. The younger generation of buyers is becoming the main force in the market. They prioritize projects with reputable brands, full amenities, high-quality living environments, and convenient infrastructure connectivity, willing to live farther from the center in exchange for a balanced lifestyle. This is also the driving force making satellite cities around Ho Chi Minh City become “hot spots” attracting capital flows. 

 

Le Bao Long, Marketing Director of Batdongsan.com.vn, said that the green real estate trend associated with ESG (Environmental, Social, Governance) criteria is becoming increasingly clear. Investors prioritize primary products with long-term holding instead of speculation. 

 

At the same time, 66% of buyers are willing to take out long-term loans to secure housing, reflecting a mentality of accepting long-term payments in exchange for stable accommodation.

 

 

According to DKRA Group, housing supply in the Southern region in Q3/2025 is expected to reach 9,000–11,000 units, concentrated in Ho Chi Minh City (new) and Tay Ninh. 

 

Among them, high-end apartments dominate in Ho Chi Minh City, while neighboring provinces receive mid-range products. Masterise Homes will launch more than 800 apartments at the Lumière Midtown (The Global City) project, Dai Phuc Group will launch the Diamond Sky high-rise complex (Van Phuc Urban Area). Gamuda Land and SonKim Land continue to open new phases for sale, with prices rising 2–4%.

 

 

In Binh Duong (old), Phu Dong Group is selling Phu Dong Sky One at about VND 38 million/m2; Bcons has started construction of a project with more than 1,800 apartments in Dong Hoa Ward with a total investment of VND 6,500 billion. 

 

In the land plot segment, The Solia project in Tay Ninh Province is considered the focus, with a scale of 20.5 hectares and about 1,000 products, attracting more than 2,000 sales personnel from 40 distribution agencies. 

 

The report of Dat Xanh Services shows that nationwide new supply in this quarter increased by about 26%, equivalent to more than 17,000 products, of which the Southern region accounted for a large proportion with 20 projects about to be launched. This shows the attractiveness of the market and clear recovery prospects. 

 

Vo Hong Thang, Deputy General Director of DKRA Group, said that many projects have resolved legal issues and are eligible for sale. Enterprises are proactively restructuring cash flows, reducing financial pressure, and accelerating land bank M&A to expand development space. However, he also noted that new supply is unlikely to boom, mainly focusing on mid- to high-end apartments, while affordable types remain scarce. 

 

Experts forecast that the end of the year will be the “harvest season” when the market benefits from stable interest rates, public investment disbursement, and stimulus policies. Primary prices in the South are expected to increase by 2–5% for apartments and 5–7% for landed houses. 

 

The Southern real estate market is clearly recovering with a stable economic foundation, open legal policies, and diverse product lines. The shift of investors to cash-flow real estate, along with actual housing demand from the younger generation, is a guarantee for the sustainability of the market. 

 

However, experts note that enterprises need to maintain cautious sales strategies, prioritize products that meet real demand, and adopt flexible payment policies. Only when supply and demand are balanced and buyer confidence is strengthened can the Southern real estate market enter a sustainable growth phase./.