Vietnam’s residential market opened 2026 in a transition phase, with prices still rising but liquidity cooling. This suggests the market is moving away from easy speculative gains toward a more disciplined cycle.<\/p>\n\n\n\n
Residential prices rose around 12% year-on-year<\/strong> in Q1 2026, while liquidity fell nearly 40%<\/strong>. However, there was no sign of distress selling, pointing to a healthy reset rather than a sharp downturn.<\/p>\n\n\n\n Primary condominium prices reached new highs across major cities. In Hanoi<\/strong>, average prices were around USD 3,950 per sqm<\/strong>, up 30% year-on-year<\/strong>. In post-merger Ho Chi Minh City<\/strong>, prices averaged around USD 3,900 per sqm<\/strong>, supported by new supply and limited premium stock.<\/p>\n\n\n\n Supply also improved. Ho Chi Minh City recorded around 8,010 new condo launches<\/strong>, up 104% year-on-year<\/strong>. Yet affordability remains the key challenge, with much of the new supply priced above the level affordable to mass-market buyers. <\/p>\n\n\n\n Vietnam’s underlying fundamentals remain supportive. The economy grew 8.02% in 2025<\/strong>, while real estate FDI reached USD 389.5 million in Q1 2026<\/strong>, representing around 7.2%<\/strong> of total inflows.<\/p>\n\n\n\n However, investor behaviour is changing. Demand is now concentrating on projects with clear legal status, reliable construction progress and long-term value<\/strong>. Satellite locations such as Binh Duong<\/strong> and Ba Ria-Vung Tau<\/strong> are gaining attention as central city prices continue to stretch.<\/p>\n\n\n\n Vietnam’s property market is expected to remain attractive, but more selective.<\/p>\n\n\n\n With average gross rental yields at around 3.85%<\/strong>, the market is less of a pure income play and more of a capital appreciation and infrastructure-led growth story<\/strong>. Buyers with strong holding power, careful project selection and a long-term view are likely to be better positioned than short-term speculators.<\/p>\n\n\n\n Vietnam Residential Market Enters a More Selective Cycle Vietnam’s residential market opened 2026 in a transition phase, with prices still rising but liquidity cooling. This suggests the market is moving away from easy speculative gains toward a more disciplined cycle. Residential prices rose around 12% year-on-year in Q1 2026, while liquidity fell nearly 40%. However, there was no…<\/p>\n","protected":false},"author":108,"featured_media":130302,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","postBodyCss":"","postBodyMargin":[],"postBodyPadding":[],"postBodyBackground":{"backgroundType":"classic","gradient":""},"footnotes":""},"categories":[9207,212],"tags":[265,231,476,10268,305,224],"class_list":["post-130300","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-newsletter","category-vn","tag-investment","tag-iqi-en","tag-juwai-iqi","tag-newsletter","tag-property","tag-real-estate"],"yoast_head":"\nStrong Fundamentals, But Investors Are More Careful<\/h2>\n\n\n\n
Outlook<\/h2>\n\n\n\n