{"id":6285,"date":"2026-05-11T10:57:24","date_gmt":"2026-05-11T03:57:24","guid":{"rendered":"https:\/\/datkhucongnghiep247.com.vn\/en\/?p=6285"},"modified":"2026-05-11T10:57:24","modified_gmt":"2026-05-11T03:57:24","slug":"real-estate-stocks-surge-more-than","status":"publish","type":"post","link":"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/","title":{"rendered":"Real Estate Stocks Surge More Than 43% in April: What Is Driving the Market?"},"content":{"rendered":"<h2 data-section-id=\"1uet9ap\" data-start=\"80\" data-end=\"160\"><span class=\"ez-toc-section\" id=\"Vietnams_real_estate_sector_becomes_the_brightest_spot_on_HOSE_in_April_2026\"><\/span>Vietnam\u2019s real estate sector becomes the brightest spot on HOSE in April 2026<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"162\" data-end=\"407\">Vietnam\u2019s stock market witnessed a powerful rally in real estate stocks during April 2026, with the real estate sector index on HOSE surging more than 43%, making it the best-performing sector on the market.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6286\" src=\"https:\/\/datkhucongnghiep247.com.vn\/en\/wp-content\/uploads\/2026\/05\/61a1f85a-febc-4d4e-8860-5316f08f5ecb.png\" alt=\"real-estate.webp\" width=\"657\" height=\"438\" srcset=\"https:\/\/industrialland.com.vn\/en\/wp-content\/uploads\/2026\/05\/61a1f85a-febc-4d4e-8860-5316f08f5ecb.png 1536w, https:\/\/industrialland.com.vn\/en\/wp-content\/uploads\/2026\/05\/61a1f85a-febc-4d4e-8860-5316f08f5ecb-768x512.png 768w, https:\/\/industrialland.com.vn\/en\/wp-content\/uploads\/2026\/05\/61a1f85a-febc-4d4e-8860-5316f08f5ecb-510x340.png 510w\" sizes=\"auto, (max-width: 657px) 100vw, 657px\" \/><\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">M\u1ee4C L\u1ee4C<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Vietnams_real_estate_sector_becomes_the_brightest_spot_on_HOSE_in_April_2026\" >Vietnam\u2019s real estate sector becomes the brightest spot on HOSE in April 2026<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Real_Estate_Index_Records_the_Strongest_Growth_on_HOSE\" >Real Estate Index Records the Strongest Growth on HOSE<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#VNREAL_rises_more_than_43_in_just_one_month\" >VNREAL rises more than 43% in just one month<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Strong_First-Quarter_Earnings_Boost_Real_Estate_Stocks\" >Strong First-Quarter Earnings Boost Real Estate Stocks<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Many_companies_report_sharp_profit_growth\" >Many companies report sharp profit growth<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Residential_Real_Estate_Benefits_From_Legal_Reforms\" >Residential Real Estate Benefits From Legal Reforms<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Social_housing_and_affordable_housing_receive_strong_policy_support\" >Social housing and affordable housing receive strong policy support<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Industrial_Real_Estate_Begins_to_Recover\" >Industrial Real Estate Begins to Recover<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Chinese_tenants_support_leasing_activity\" >Chinese tenants support leasing activity<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Liquidity_Improves_but_the_Market_Remains_Highly_Polarized\" >Liquidity Improves but the Market Remains Highly Polarized<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Advance_payments_from_buyers_continue_increasing\" >Advance payments from buyers continue increasing<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Rising_Housing_Supply_Creates_Pressure_on_the_Market\" >Rising Housing Supply Creates Pressure on the Market<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Supply-demand_mismatch_remains_a_major_issue\" >Supply-demand mismatch remains a major issue<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Mortgage_Interest_Rate_Pressure_Begins_to_Increase\" >Mortgage Interest Rate Pressure Begins to Increase<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Homebuyers_face_higher_financial_burdens\" >Homebuyers face higher financial burdens<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Real_Estate_Credit_Continues_to_Grow_but_Remains_Tightly_Controlled\" >Real Estate Credit Continues to Grow but Remains Tightly Controlled<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Outstanding_real_estate_loans_reach_VND_22_quadrillion\" >Outstanding real estate loans reach VND 2.2 quadrillion<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Outlook_for_Vietnams_Real_Estate_Market_in_2026\" >Outlook for Vietnam\u2019s Real Estate Market in 2026<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Recovery_phase_accompanied_by_strong_market_selection\" >Recovery phase accompanied by strong market selection<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/industrialland.com.vn\/en\/real-estate-stocks-surge-more-than\/#Free_access_to_exclusive_information_on_warehouse_factory_and_land_rentals_in_Dong_Nai_Binh_Duong_Long_An_Ho_Chi_Minh_City_and_more\" >Free access to exclusive information on warehouse, factory, and land rentals in Dong Nai, Binh Duong, Long An, Ho Chi Minh City, and more.<\/a><\/li><\/ul><\/nav><\/div>\n\n<p data-start=\"409\" data-end=\"471\">The strong growth was supported by several factors, including:<\/p>\n<ul data-start=\"472\" data-end=\"707\">\n<li data-section-id=\"7swvmn\" data-start=\"472\" data-end=\"514\">Positive first-quarter earnings results.<\/li>\n<li data-section-id=\"a1puz\" data-start=\"515\" data-end=\"562\">Expectations of strong profit growth in 2026.<\/li>\n<li data-section-id=\"tbkxj1\" data-start=\"563\" data-end=\"634\">Government efforts to remove legal bottlenecks in the housing market.<\/li>\n<li data-section-id=\"1cx87cm\" data-start=\"635\" data-end=\"707\">Returning investor capital flows into large-cap real estate companies.<\/li>\n<\/ul>\n<p data-start=\"709\" data-end=\"903\">According to analysts, although the market still faces challenges related to supply and interest rates, Vietnam\u2019s property sector is showing clearer signs of recovery after a prolonged slowdown.<\/p>\n<hr data-start=\"905\" data-end=\"908\" \/>\n<h1 data-section-id=\"mamp8n\" data-start=\"910\" data-end=\"966\"><span class=\"ez-toc-section\" id=\"Real_Estate_Index_Records_the_Strongest_Growth_on_HOSE\"><\/span>Real Estate Index Records the Strongest Growth on HOSE<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"3639li\" data-start=\"968\" data-end=\"1015\"><span class=\"ez-toc-section\" id=\"VNREAL_rises_more_than_43_in_just_one_month\"><\/span>VNREAL rises more than 43% in just one month<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"1017\" data-end=\"1125\">According to data from the <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Ho Chi Minh City Stock Exchange<\/span><\/span>, by the close of trading on April 30, 2026:<\/p>\n<ul data-start=\"1126\" data-end=\"1229\">\n<li data-section-id=\"18pq6tx\" data-start=\"1126\" data-end=\"1160\">VN-Index reached 1,854.1 points.<\/li>\n<li data-section-id=\"1e8nwj2\" data-start=\"1161\" data-end=\"1197\">VNAllshare reached 1,913.7 points.<\/li>\n<li data-section-id=\"mkte3g\" data-start=\"1198\" data-end=\"1229\">VN30 reached 2,022.75 points.<\/li>\n<\/ul>\n<p data-start=\"1231\" data-end=\"1307\">Compared to the end of March 2026, the three benchmark indices increased by:<\/p>\n<ul data-start=\"1308\" data-end=\"1336\">\n<li data-section-id=\"n2osco\" data-start=\"1308\" data-end=\"1317\">10.73%.<\/li>\n<li data-section-id=\"90i2ie\" data-start=\"1318\" data-end=\"1326\">9.46%.<\/li>\n<li data-section-id=\"n2q973\" data-start=\"1327\" data-end=\"1336\">10.56%.<\/li>\n<\/ul>\n<p data-start=\"1338\" data-end=\"1535\">However, the standout performer was the VNREAL real estate index, which surged 43.23% within a single month, making it the strongest-performing sector on HOSE.<\/p>\n<p data-start=\"1537\" data-end=\"1667\">This is considered a clear sign that investor capital is flowing back into real estate stocks after a prolonged correction period.<\/p>\n<hr data-start=\"1669\" data-end=\"1672\" \/>\n<h1 data-section-id=\"1pgdo4j\" data-start=\"1674\" data-end=\"1730\"><span class=\"ez-toc-section\" id=\"Strong_First-Quarter_Earnings_Boost_Real_Estate_Stocks\"><\/span>Strong First-Quarter Earnings Boost Real Estate Stocks<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"7pksa6\" data-start=\"1732\" data-end=\"1776\"><span class=\"ez-toc-section\" id=\"Many_companies_report_sharp_profit_growth\"><\/span>Many companies report sharp profit growth<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"1778\" data-end=\"2036\">According to updates from the 2026 annual shareholder meeting season, <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Mirae Asset Vietnam<\/span><\/span> estimates that listed companies on HOSE are expected to increase profits by around 17% in 2026 compared to 2025.<\/p>\n<p data-start=\"2038\" data-end=\"2128\">The real estate sector alone is projected to achieve profit growth of up to 57% this year.<\/p>\n<p data-start=\"2130\" data-end=\"2206\">Several major property developers have announced ambitious business targets:<\/p>\n<ul data-start=\"2207\" data-end=\"2350\">\n<li data-section-id=\"9q6t5l\" data-start=\"2207\" data-end=\"2280\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Vingroup<\/span><\/span> plans to increase profit by 216%.<\/li>\n<li data-section-id=\"cr83av\" data-start=\"2281\" data-end=\"2350\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Vinhomes<\/span><\/span> expects profit growth of 38%.<\/li>\n<\/ul>\n<p data-start=\"2352\" data-end=\"2606\">A May 2026 strategic report from <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">SSI Securities Corporation<\/span><\/span> also stated that after-tax profit attributable to parent company shareholders among listed real estate firms rose approximately 32.3% in Q1\/2026.<\/p>\n<p data-start=\"2608\" data-end=\"2670\">The main growth drivers came from large-cap companies such as:<\/p>\n<ul data-start=\"2671\" data-end=\"2836\">\n<li data-section-id=\"4w1vzp\" data-start=\"2671\" data-end=\"2710\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Vingroup<\/span><\/span><\/li>\n<li data-section-id=\"yuzy45\" data-start=\"2711\" data-end=\"2752\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Vinhomes<\/span><\/span><\/li>\n<li data-section-id=\"1flqygl\" data-start=\"2753\" data-end=\"2794\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Vincom Retail<\/span><\/span><\/li>\n<li data-section-id=\"rwywvp\" data-start=\"2795\" data-end=\"2836\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Novaland<\/span><\/span><\/li>\n<\/ul>\n<hr data-start=\"2838\" data-end=\"2841\" \/>\n<h1 data-section-id=\"n7rsn3\" data-start=\"2843\" data-end=\"2896\"><span class=\"ez-toc-section\" id=\"Residential_Real_Estate_Benefits_From_Legal_Reforms\"><\/span>Residential Real Estate Benefits From Legal Reforms<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"1tx5v4g\" data-start=\"2898\" data-end=\"2968\"><span class=\"ez-toc-section\" id=\"Social_housing_and_affordable_housing_receive_strong_policy_support\"><\/span>Social housing and affordable housing receive strong policy support<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"2970\" data-end=\"3066\">According to analysts at Mirae Asset, Vietnam\u2019s residential property segment is benefiting from:<\/p>\n<ul data-start=\"3067\" data-end=\"3227\">\n<li data-section-id=\"19yapoo\" data-start=\"3067\" data-end=\"3101\">Faster legal approval processes.<\/li>\n<li data-section-id=\"6r5nhw\" data-start=\"3102\" data-end=\"3133\">Improved market transparency.<\/li>\n<li data-section-id=\"6ofjp9\" data-start=\"3134\" data-end=\"3174\">Government support for social housing.<\/li>\n<li data-section-id=\"rvca7v\" data-start=\"3175\" data-end=\"3227\">Policies promoting affordable housing development.<\/li>\n<\/ul>\n<p data-start=\"3229\" data-end=\"3288\">Several developers posted positive growth in Q1, including:<\/p>\n<ul data-start=\"3289\" data-end=\"3456\">\n<li data-section-id=\"18npx85\" data-start=\"3289\" data-end=\"3330\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Vinhomes<\/span><\/span><\/li>\n<li data-section-id=\"1nw41v9\" data-start=\"3331\" data-end=\"3372\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Novaland<\/span><\/span><\/li>\n<li data-section-id=\"5lr08l\" data-start=\"3373\" data-end=\"3414\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Khang \u0110i\u1ec1n House<\/span><\/span><\/li>\n<li data-section-id=\"1gy30mt\" data-start=\"3415\" data-end=\"3456\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Ba Ria &#8211; Vung Tau House Development<\/span><\/span><\/li>\n<\/ul>\n<p data-start=\"3458\" data-end=\"3487\">Meanwhile, companies such as:<\/p>\n<ul data-start=\"3488\" data-end=\"3571\">\n<li data-section-id=\"1xou0z9\" data-start=\"3488\" data-end=\"3529\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Nam Long Group<\/span><\/span><\/li>\n<li data-section-id=\"13xodx1\" data-start=\"3530\" data-end=\"3571\"><span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Dat Xanh Group<\/span><\/span><\/li>\n<\/ul>\n<p data-start=\"3573\" data-end=\"3728\">recorded weaker results due to differences in revenue recognition schedules and the impact of non-recurring income.<\/p>\n<hr data-start=\"3730\" data-end=\"3733\" \/>\n<h1 data-section-id=\"qi9qd8\" data-start=\"3735\" data-end=\"3777\"><span class=\"ez-toc-section\" id=\"Industrial_Real_Estate_Begins_to_Recover\"><\/span>Industrial Real Estate Begins to Recover<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"81p4l0\" data-start=\"3779\" data-end=\"3822\"><span class=\"ez-toc-section\" id=\"Chinese_tenants_support_leasing_activity\"><\/span>Chinese tenants support leasing activity<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"3824\" data-end=\"3975\">In the industrial real estate segment, many companies still reported weaker profits due to slower memorandum of understanding (MOU) signings last year.<\/p>\n<p data-start=\"3977\" data-end=\"4126\">However, according to SSI, the market is beginning to show recovery signals thanks to new tenants from China.<\/p>\n<p data-start=\"4128\" data-end=\"4186\">Listed industrial park developers are currently targeting:<\/p>\n<ul data-start=\"4187\" data-end=\"4271\">\n<li data-section-id=\"1apaz2s\" data-start=\"4187\" data-end=\"4217\">Stronger new leasing growth.<\/li>\n<li data-section-id=\"ycolax\" data-start=\"4218\" data-end=\"4271\">Approximately 39% growth in MOU agreements in 2026.<\/li>\n<\/ul>\n<p data-start=\"4273\" data-end=\"4362\">Analysts believe industrial real estate continues to enjoy strong long-term support from:<\/p>\n<ul data-start=\"4363\" data-end=\"4517\">\n<li data-section-id=\"644qb8\" data-start=\"4363\" data-end=\"4401\">Global supply chain diversification.<\/li>\n<li data-section-id=\"eqdzxv\" data-start=\"4402\" data-end=\"4436\">Rising FDI inflows into Vietnam.<\/li>\n<li data-section-id=\"1s5own5\" data-start=\"4437\" data-end=\"4472\">Public infrastructure investment.<\/li>\n<li data-section-id=\"1rnk19e\" data-start=\"4473\" data-end=\"4517\">The development of green industrial parks.<\/li>\n<\/ul>\n<hr data-start=\"4519\" data-end=\"4522\" \/>\n<h1 data-section-id=\"163sjr3\" data-start=\"4524\" data-end=\"4584\"><span class=\"ez-toc-section\" id=\"Liquidity_Improves_but_the_Market_Remains_Highly_Polarized\"><\/span>Liquidity Improves but the Market Remains Highly Polarized<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"1q5hccq\" data-start=\"4586\" data-end=\"4637\"><span class=\"ez-toc-section\" id=\"Advance_payments_from_buyers_continue_increasing\"><\/span>Advance payments from buyers continue increasing<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"4639\" data-end=\"4758\">Another positive signal is that advance payments from homebuyers at many major developers continue to rise, reflecting:<\/p>\n<ul data-start=\"4759\" data-end=\"4860\">\n<li data-section-id=\"2b9xud\" data-start=\"4759\" data-end=\"4788\">Improving market liquidity.<\/li>\n<li data-section-id=\"1wiuxh6\" data-start=\"4789\" data-end=\"4817\">Recovering housing demand.<\/li>\n<li data-section-id=\"vqrlri\" data-start=\"4818\" data-end=\"4860\">Gradually improving investor confidence.<\/li>\n<\/ul>\n<p data-start=\"4862\" data-end=\"5026\">In addition, leverage ratios at most real estate companies remained relatively stable compared to the beginning of the year.<\/p>\n<p data-start=\"5028\" data-end=\"5118\">However, SSI noted that earnings performance across the industry remains highly polarized:<\/p>\n<ul data-start=\"5119\" data-end=\"5276\">\n<li data-section-id=\"12qt66l\" data-start=\"5119\" data-end=\"5207\">Companies with strong land banks and solid financial positions are recovering quickly.<\/li>\n<li data-section-id=\"1ai7m9y\" data-start=\"5208\" data-end=\"5276\">Firms facing legal issues or weak cash flows continue to struggle.<\/li>\n<\/ul>\n<hr data-start=\"5278\" data-end=\"5281\" \/>\n<h1 data-section-id=\"1aigr9u\" data-start=\"5283\" data-end=\"5337\"><span class=\"ez-toc-section\" id=\"Rising_Housing_Supply_Creates_Pressure_on_the_Market\"><\/span>Rising Housing Supply Creates Pressure on the Market<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"x2pp3o\" data-start=\"5339\" data-end=\"5386\"><span class=\"ez-toc-section\" id=\"Supply-demand_mismatch_remains_a_major_issue\"><\/span>Supply-demand mismatch remains a major issue<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"5388\" data-end=\"5572\">According to data from DXS Research, primary housing supply in Q1\/2026 increased approximately 65% year-over-year, reaching nearly 78,000 units.<\/p>\n<p data-start=\"5574\" data-end=\"5624\">However, market absorption rates have been slower.<\/p>\n<p data-start=\"5626\" data-end=\"5670\">Current inventory is mainly concentrated in:<\/p>\n<ul data-start=\"5671\" data-end=\"5712\">\n<li data-section-id=\"1c7b3m3\" data-start=\"5671\" data-end=\"5690\">High-end housing.<\/li>\n<li data-section-id=\"1ivjsup\" data-start=\"5691\" data-end=\"5712\">Luxury real estate.<\/li>\n<\/ul>\n<p data-start=\"5714\" data-end=\"5767\">Meanwhile, actual market demand remains strongest in:<\/p>\n<ul data-start=\"5768\" data-end=\"5810\">\n<li data-section-id=\"pq39v9\" data-start=\"5768\" data-end=\"5788\">Mid-range housing.<\/li>\n<li data-section-id=\"dxeatx\" data-start=\"5789\" data-end=\"5810\">Affordable housing.<\/li>\n<\/ul>\n<p data-start=\"5812\" data-end=\"5908\">This indicates that Vietnam\u2019s property market still faces a significant supply-demand imbalance.<\/p>\n<hr data-start=\"5910\" data-end=\"5913\" \/>\n<h1 data-section-id=\"1juorho\" data-start=\"5915\" data-end=\"5967\"><span class=\"ez-toc-section\" id=\"Mortgage_Interest_Rate_Pressure_Begins_to_Increase\"><\/span>Mortgage Interest Rate Pressure Begins to Increase<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"914mug\" data-start=\"5969\" data-end=\"6012\"><span class=\"ez-toc-section\" id=\"Homebuyers_face_higher_financial_burdens\"><\/span>Homebuyers face higher financial burdens<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"6014\" data-end=\"6103\">One major concern highlighted by SSI is the rising pressure from mortgage interest rates.<\/p>\n<p data-start=\"6105\" data-end=\"6200\">Many loans fixed at 6-7% interest rates during 2024 are now transitioning to floating rates of:<\/p>\n<ul data-start=\"6201\" data-end=\"6226\">\n<li data-section-id=\"1j29t40\" data-start=\"6201\" data-end=\"6207\">12%.<\/li>\n<li data-section-id=\"1j29ty9\" data-start=\"6208\" data-end=\"6214\">13%.<\/li>\n<li data-section-id=\"10pbm0u\" data-start=\"6215\" data-end=\"6226\">Even 14%.<\/li>\n<\/ul>\n<p data-start=\"6228\" data-end=\"6385\">This significantly increases financial pressure on homebuyers and may affect pricing in the secondary housing market.<\/p>\n<hr data-start=\"6387\" data-end=\"6390\" \/>\n<h1 data-section-id=\"1xp90uq\" data-start=\"6392\" data-end=\"6461\"><span class=\"ez-toc-section\" id=\"Real_Estate_Credit_Continues_to_Grow_but_Remains_Tightly_Controlled\"><\/span>Real Estate Credit Continues to Grow but Remains Tightly Controlled<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"1qofjwt\" data-start=\"6463\" data-end=\"6521\"><span class=\"ez-toc-section\" id=\"Outstanding_real_estate_loans_reach_VND_22_quadrillion\"><\/span>Outstanding real estate loans reach VND 2.2 quadrillion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"6523\" data-end=\"6647\">According to SSI, by February 2026, outstanding real estate credit in Vietnam had reached approximately VND 2.2 quadrillion:<\/p>\n<ul data-start=\"6648\" data-end=\"6744\">\n<li data-section-id=\"1blowwl\" data-start=\"6648\" data-end=\"6679\">Up 11.5% within three months.<\/li>\n<li data-section-id=\"c4c647\" data-start=\"6680\" data-end=\"6744\">Up 46% year-over-year.<\/li>\n<\/ul>\n<p data-start=\"6746\" data-end=\"6921\">Despite the strong growth, the <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">State Bank of Vietnam<\/span><\/span> continues to maintain tight control over credit flows into the property sector to reduce systemic risks.<\/p>\n<p data-start=\"6923\" data-end=\"6981\">Analysts believe capital will increasingly concentrate on:<\/p>\n<ul data-start=\"6982\" data-end=\"7152\">\n<li data-section-id=\"1vwjdna\" data-start=\"6982\" data-end=\"7017\">Developers with clean land banks.<\/li>\n<li data-section-id=\"14ejnsz\" data-start=\"7018\" data-end=\"7059\">Companies with strong financial health.<\/li>\n<li data-section-id=\"gbqcwc\" data-start=\"7060\" data-end=\"7095\">Projects with clear legal status.<\/li>\n<li data-section-id=\"1b7d59x\" data-start=\"7096\" data-end=\"7152\">Developers capable of delivering projects on schedule.<\/li>\n<\/ul>\n<p data-start=\"7154\" data-end=\"7235\">Rather than spreading evenly across the market as seen in previous growth cycles.<\/p>\n<hr data-start=\"7237\" data-end=\"7240\" \/>\n<h1 data-section-id=\"2n2xvj\" data-start=\"7242\" data-end=\"7292\"><span class=\"ez-toc-section\" id=\"Outlook_for_Vietnams_Real_Estate_Market_in_2026\"><\/span>Outlook for Vietnam\u2019s Real Estate Market in 2026<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<h2 data-section-id=\"1nd3wk1\" data-start=\"7294\" data-end=\"7350\"><span class=\"ez-toc-section\" id=\"Recovery_phase_accompanied_by_strong_market_selection\"><\/span>Recovery phase accompanied by strong market selection<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-start=\"7352\" data-end=\"7433\">Analysts believe Vietnam\u2019s property market is entering a period characterized by:<\/p>\n<ul data-start=\"7434\" data-end=\"7520\">\n<li data-section-id=\"qkckq1\" data-start=\"7434\" data-end=\"7463\">Stronger recovery momentum.<\/li>\n<li data-section-id=\"w2neoh\" data-start=\"7464\" data-end=\"7486\">Improving liquidity.<\/li>\n<li data-section-id=\"1riqmzx\" data-start=\"7487\" data-end=\"7520\">Increasing market polarization.<\/li>\n<\/ul>\n<p data-start=\"7522\" data-end=\"7537\">Companies with:<\/p>\n<ul data-start=\"7538\" data-end=\"7655\">\n<li data-section-id=\"reg8vc\" data-start=\"7538\" data-end=\"7566\">Strong financial capacity.<\/li>\n<li data-section-id=\"171wsei\" data-start=\"7567\" data-end=\"7595\">Large clean land reserves.<\/li>\n<li data-section-id=\"4avkfy\" data-start=\"7596\" data-end=\"7627\">Complete legal documentation.<\/li>\n<li data-section-id=\"1tyaghn\" data-start=\"7628\" data-end=\"7655\">Stable sales performance.<\/li>\n<\/ul>\n<p data-start=\"7657\" data-end=\"7758\">are expected to continue attracting investor capital and leading the market in the next growth cycle.<\/p>\n<p data-start=\"7760\" data-end=\"7905\" data-is-last-node=\"\" data-is-only-node=\"\">Meanwhile, developers heavily dependent on leverage or facing project delays may continue to encounter significant pressure in the coming period.<\/p>\n<p data-start=\"5726\" data-end=\"5748\"><strong data-start=\"5726\" data-end=\"5746\">References:<\/strong><\/p>\n<ul data-start=\"5749\" data-end=\"5903\">\n<li data-section-id=\"qg9xo1\" data-start=\"5749\" data-end=\"5815\">\n<p data-start=\"5751\" data-end=\"5815\"><a class=\"decorated-link\" href=\"https:\/\/datkhucongnghiep247.com.vn\/en\/\" target=\"_new\" rel=\"noopener\" data-start=\"5751\" data-end=\"5813\">Dat Khu C\u00f4ng Nghi\u1ec7p 247<\/a><\/p>\n<\/li>\n<\/ul>\n<h1><span class=\"ez-toc-section\" id=\"Free_access_to_exclusive_information_on_warehouse_factory_and_land_rentals_in_Dong_Nai_Binh_Duong_Long_An_Ho_Chi_Minh_City_and_more\"><\/span><span id=\"Free_access_to_exclusive_information_on_warehouse_factory_and_land_rentals_in_Dong_Nai_Binh_Duong_Long_An_Ho_Chi_Minh_City_and_more\" class=\"ez-toc-section\"><\/span><span id=\"Free_access_to_exclusive_information_on_warehouse_factory_and_land_rentals_in_Dong_Nai_Binh_Duong_Long_An_Ho_Chi_Minh_City_and_more\" class=\"ez-toc-section\"><\/span><span id=\"Free_access_to_exclusive_information_on_warehouse_factory_and_land_rentals_in_Dong_Nai_Binh_Duong_Long_An_Ho_Chi_Minh_City_and_more\" class=\"ez-toc-section\"><\/span><strong>Free access to exclusive information on warehouse, factory, and land rentals in Dong Nai, Binh Duong, Long An, Ho Chi Minh City, and more.<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p><a href=\"https:\/\/datkhucongnghiep247.com.vn\/en\/\" target=\"_blank\" rel=\"noopener\"><strong>KHU C\u00d4NG NGHI\u1ec6P 247\u00a0<\/strong><\/a>is a company operating in the field of buying, selling, and leasing factories and real estate<strong>.<\/strong>.\u00a0<a href=\"https:\/\/datkhucongnghiep247.com.vn\/en\/\" target=\"_blank\" rel=\"noopener\">We<\/a>\u00a0are proud to be a leading provider of real estate services in Vietnam. We have a team of highly qualified and experienced real estate consultants who always place trust and credibility at the core of everything we do<a href=\"https:\/\/jsc-vietnam.com\/khu-che-xuat-la-gi-vai-tro-va-loi-ich\/\" target=\"_blank\" rel=\"noopener\">.<\/a><\/p>\n<p><strong>Phone:<\/strong>\u00a0<strong>0901 490 348<\/strong><\/p>\n<p><strong>Email:\u00a0<\/strong>datkhucongnghiep247@gmail.com<\/p>\n<p><strong>Website:\u00a0<\/strong><a href=\"https:\/\/datkhucongnghiep247.com.vn\/en\/\" target=\"_blank\" rel=\"noopener\">datkhucongnghiep247.com.vn<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Vietnam\u2019s real estate sector becomes the brightest spot on HOSE in April 2026 Vietnam\u2019s stock market witnessed a powerful rally in real estate stocks during April 2026, with the real estate sector index on HOSE surging more than 43%, making it the best-performing sector on the market. The strong growth was supported by several factors, [&#8230;]\n","protected":false},"author":12,"featured_media":6286,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","rank_math_focus_keyword":"Real Estate","rank_math_title":"","rank_math_description":""},"categories":[1],"tags":[],"class_list":["post-6285","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc"],"_links":{"self":[{"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/posts\/6285","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/comments?post=6285"}],"version-history":[{"count":1,"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/posts\/6285\/revisions"}],"predecessor-version":[{"id":6287,"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/posts\/6285\/revisions\/6287"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/media\/6286"}],"wp:attachment":[{"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/media?parent=6285"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/categories?post=6285"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/industrialland.com.vn\/en\/wp-json\/wp\/v2\/tags?post=6285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}