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 sign of distress selling, pointing to a healthy reset rather than a sharp downturn. Primary condominium prices reached new highs across major cities. In Hanoi, average prices were around USD 3,950 per sqm, up 30% year-on-year. In post-merger Ho Chi Minh City, prices averaged around USD 3,900 per sqm, supported by new supply and limited premium stock. Supply also improved. Ho Chi Minh City recorded around 8,010 new condo launches, up 104% year-on-year. Yet affordability remains the key challenge, with much of the new supply priced above the level affordable to mass-market buyers.  Strong Fundamentals, But Investors Are More Careful Vietnam’s underlying fundamentals remain supportive. The economy grew 8.02% in 2025, while real estate FDI reached USD 389.5 million in Q1 2026, representing around 7.2% of total inflows. However, investor behaviour is changing. Demand is now concentrating on projects with clear legal status, reliable construction progress and long-term value. Satellite locations such as Binh Duong and Ba Ria-Vung Tau are gaining attention as central city prices continue to stretch. Outlook Vietnam’s property market is expected to remain attractive, but more selective. With average gross rental yields at around 3.85%, the market is less of a pure income play and more of a capital appreciation and infrastructure-led growth story. Buyers with strong holding power, careful project selection and a long-term view are likely to be better positioned than short-term speculators. Download to see insights from other country marketsDownload

Thailand Becomes a Safe-Haven Market for Global Buyers Thailand’s residential market is gaining renewed attention from wealthy foreign buyers seeking investment security, quality of life and long-term flexibility. Amid global economic volatility and geopolitical uncertainty, Thailand is increasingly seen as more than a holiday destination. It is becoming part of a global wealth ecosystem, where buyers can live, invest and plan for the future in one place. Foreign demand for Thai condominiums remains resilient, even as domestic purchasing power slows. Data from the Real Estate Information Centre shows that foreign condominium demand is moving closer to pre-Covid levels of around 13,000 units per year, after rebounding strongly from 2022 onwards. The buyer profile is also becoming more diverse. While Chinese buyers remain important, Thailand is attracting more interest from Russia, Taiwan, India, the United Kingdom and Europe. Recent inquiries from Middle Eastern buyershave also increased, with Phuket receiving stronger interest than Bangkok.  Long-Stay Lifestyle and Infrastructure Support Demand Foreign buyers are playing a key role in supporting Thailand’s condominium market, especially those seeking second homes, retirement residences, long-term investment assets and bases for digital nomads. One major support factor is the promotion of long-stay visa privileges for buyers of condominiums worth at least 3 million baht in participating projects. Key areas include Bangkok, Phuket, Chiang Mai and Pattaya. Luxury and ultra-luxury condominiums in central business district locations also continue to see healthy demand from high-spending buyers and foreigners. Outlook Thailand’s property market outlook remains selective but positive. Foreign demand, long-stay visa appeal, healthcare, international schools and lifestyle value should continue to support key residential markets. Large infrastructure projects, including the southern Land Bridge and Eastern Economic Corridor, may further strengthen Thailand’s long-term position as a regional hub for living, investment and connectivity. Juwai IQI Newsletter July 2026 RDownload

Suburban Launches Drive Strong New Home Sales Singapore’s private residential market continued to show strong momentum in April 2026, led by healthy demand in the Outside Central Region (OCR). New home sales rose for the second consecutive month to 1,548 units in April, up 19.1% from March and 129.3% year-on-year. The increase was mainly supported by two major suburban launches, Tengah Garden Residences and Vela Bay. The OCR recorded a 14-month high in launched units, with 1,406 units released in April. It also accounted for the bulk of developer sales, making up 87.7% of all new private homes sold during the month. Tengah Garden Residences was the standout performer, selling 99.1% of its project within the launch month. As the first private residential project in Tengah, it attracted buyers looking for first-mover advantage and future capital and rental appreciation. Vela Bay also performed well, selling 71.8% of its total units, supported by sea-view units and proximity to Bayshore MRT Station and East Coast Park.  Outlook Singapore’s new private home demand is expected to remain firm, especially among first-time buyers and HDB upgraders. While Middle East conflicts could push energy prices higher and place upward pressure on interest rates, any rate increases are expected to be moderate in the near term. Current mortgage rates remain relatively low compared with the peak of over 3% two years ago, supporting affordability. As long as employment and income growth stay resilient, buyer confidence should remain intact. Upcoming launches such as Dunearn House, Lucerne Grand and Lentor Gardens Residences may further test market depth in the second half of 2026. Download to see insights from other country marketsDownload