Global investment trends in 2026 are increasingly shaped by geopolitical tensions, trade disruptions, and energy market volatility. As uncertainty rises across parts of the Gulf region, investors are gradually shifting capital towards markets with stronger long-term growth fundamentals and domestic demand. One of the biggest beneficiaries is Southeast Asia, which is rapidly evolving into a core investment hub. Strong GDP growth, urbanisation, and infrastructure expansion are driving demand across sectors such as industrial, logistics, and data centres, particularly in Indonesia, Vietnam, and Malaysia. Indonesia continues attracting attention beyond Bali through destinations like Lombok and Flores, while Vietnam benefits from ongoing urban expansion and township developments. Malaysia is also strengthening its position as a regional logistics and data centre hub. At the same time, investors are becoming more selective with traditional safe-haven markets such as Singapore, London, and Australia. Many are now adopting a “barbell strategy”, balancing lower-risk assets with higher-growth markets to diversify returns while managing risk exposure. Key Investment Themes Southeast Asia is becoming a major long-term investment destination. Industrial, logistics, and data centre assets continue attracting capital. Indonesia, Vietnam, and Malaysia remain key regional growth markets. Investors are balancing stability with higher-growth opportunities. Capital rotation is increasingly driven by geopolitical and economic shifts. Outlook Looking ahead, Southeast Asia is expected to remain one of the strongest-performing regions for long-term real estate and infrastructure investment. As global capital becomes more selective, markets with strong urbanisation, domestic demand, and economic diversification are likely to continue attracting investor interest throughout 2026 and beyond. Discover More HereDownload

Vietnam’s property market is entering a transition phase in 2026 as rising mortgage rates place pressure on the secondary apartment market. Buyers who purchased during the low-interest-rate period are now facing higher repayment costs, leading to weaker demand and slower transaction activity. As financing conditions tighten, more sellers are lowering prices and offering discounts of around 10% to 15% to attract buyers. Liquidity has also become more limited as elevated borrowing costs continue affecting market sentiment. Despite these short-term pressures, Vietnam’s long-term outlook remains positive. The country continues to push forward with major urban expansion projects, with over 27 large-scale developments nationwide and combined investments exceeding US$115 billion. Major developers such as Vingroup and Sun Group continue driving integrated township and infrastructure growth across key regions. Key Market Highlights Rising mortgage rates are increasing pressure on secondary apartment owners. Sellers are offering discounts as liquidity and buyer demand weaken. Vietnam continues expanding through large-scale township and urban projects. Major developers remain actively investing in integrated developments nationwide. Long-term urbanisation and infrastructure growth continue supporting the market outlook. One of the most notable projects is Vingroup’s proposed Olympic Urban Area in Hanoi, covering over 9,000 hectares and expected to become one of Vietnam’s largest urban developments. These mega projects continue reinforcing investor confidence in Vietnam’s long-term growth trajectory despite current market adjustments. Outlook Looking ahead, Vietnam’s property market is expected to remain in an adjustment phase in the near term as higher financing costs continue impacting transaction activity. However, ongoing urbanisation, infrastructure expansion, and large-scale township development are likely to support strong long-term growth opportunities for disciplined investors. Download to see insights from other country marketsDownload

Thailand’s residential property market is undergoing a major shift in 2026 as buyers move away from speculative luxury purchases towards more affordable and practical housing options. While the number of Thai condominiums sold to foreigners increased slightly in 2025, the total transaction value declined, reflecting changing buyer priorities and growing budget sensitivity. Chinese buyers continue to dominate Thailand’s foreign property market by transaction volume, but purchasing behaviour is evolving. Many buyers are now focusing on smaller, family-oriented units designed for long-term living rather than short-term speculation. This trend reflects broader economic uncertainty and a more cautious investment approach across the region. Developers are also adapting to this new market environment. Instead of relying heavily on high-value luxury projects, many are repositioning towards functional and attainable living spaces that appeal to a wider range of international buyers. Demand is increasingly shifting towards affordable luxury and practical residential products that offer better long-term value. Key Market Highlights Foreign condo purchases increased in volume, but overall transaction value declined. Buyers are shifting towards smaller and more affordable units. Chinese buyers remain the largest foreign buyer group, although purchasing patterns are changing. Indian buyers are emerging as a growing market segment, particularly for larger family-sized homes. Developers are focusing more on practical and end-user-driven residential demand. One of the biggest emerging trends is the growing presence of Indian buyers in Thailand’s property market. Unlike speculative investors from previous cycles, many Indian purchasers are targeting larger units for long-term family use, contributing to a more stable end-user-driven market structure. Outlook Looking ahead, Thailand’s property market is expected to remain in a transition phase as affordability and practicality become stronger purchasing priorities. Developers that successfully adapt to changing buyer behaviour and shifting international demand are likely to remain more resilient in the evolving market landscape. Download to see insights from other country marketsDownload