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Daily Real Estate Brief: Selective Foreign Capital, Major Projects Underway and Rising Mortgage Rates

The real estate market continues to see active investment and capital flows, although investors are becoming increasingly selective. According to the Ministry of Construction, foreign direct investment in real estate is still rising but is increasingly focused on projects capable of generating practical operating efficiency. In the industrial property segment, Tay Ninh approved the Tan Lan 3 Industrial Park, covering approximately 336 hectares with total capital of VND 8.45 trillion, while Da Nang has launched a series of key industrial park projects in the south with combined investment worth trillions of dong. The nearly 200-hectare FPT Digital Technology Park is also expected to put its first component into operation from 2027. Meanwhile, VinSpeed’s 121-kilometre high-speed railway project from Hanoi to Ha Long will require more than 568 hectares of land, half of which is located in Quang Ninh.

In Hanoi, the 447-hectare Vinh Hung urban redevelopment project, with total investment of nearly VND 186 trillion and Sun Group as developer, was launched on August 28. Vinhomes’ multifunctional urban area of more than 600 hectares in the southern part of the city is expected to include resettlement housing, social housing and commercial housing for more than 105,000 residents. Elsewhere, eight land plots in the new Cau Giay urban area are preparing to go to auction, with starting prices ranging from VND 15.3 billion to VND 40.8 billion per plot. In Ho Chi Minh City, the CT-3 social housing project in Binh Hung Commune has broken ground, adding 342 apartments, while the minimum area for splitting land parcels is set at 36 to 100 square metres depending on the area. Novaland and its contractor consortium also commenced construction of more than 500 low-rise homes in the Phoenix North subdivision of Aqua City’s Phuong Hoang Island on August 27.

From the perspective of market conditions and homebuyer demand, preferential mortgage rates continue to rise, with several banks lifting 12-month fixed rates above 10% per year, significantly higher than in the first half of the year. This makes home financing decisions, especially for regular metro users and single buyers with VND 2 billion in savings, require careful consideration. Experts also note that time-limited real estate ownership should be assessed based on cash-flow generation and asset value during the usage period, alongside location, legal status and market demand. In lifestyle trends, many customers are favouring homes with simple operations, handcrafted interiors and spaces less dependent on technology, while Vinhomes is referencing the Blue Zones model to develop prosperous urban communities that emphasise natural movement, social connection and a healthy environment.

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