Attractive Real Estate: Analyzing Investment Opportunities in 2025

The real estate market is always a field that attracts the attention of many investors. However, to determine which real estate is attractive, it requires in-depth knowledge and the right investment strategy. This article will analyze in detail the attractiveness of real estate, especially in the context of the 2025 market, helping you make smart investment decisions.

The real estate market is showing positive signs

After a quiet period, the Vietnamese real estate market is gradually showing signs of recovery. Many experts believe that real estate stocks have reached attractive levels. However, price movements are not uniform, and not all codes are growing strongly.

One investor shared that, since the second half of last year, he has invested in 4 real estate stock codes with the expectation of a price increase wave. However, last year’s business results were not as expected, most codes only increased slightly, and some even decreased deeply despite reporting the highest profits in 3 years. It was not until the beginning of this month, when the cash flow began to shift from bank stocks to other industry groups, that his real estate portfolio became more positive, bringing a profit of nearly 12% in just half a month.

This reality shows that choosing the right stock code and investment timing is extremely important. According to Mr. Nguyen Chi Hung Ngoc, Deputy Director of the Analysis Department of the Ho Chi Minh City Branch, Bao Viet Securities Company, 37 out of 58 real estate stocks listed on the Ho Chi Minh City Stock Exchange have increased in price compared to the beginning of the year, with an average accumulation level of 10%. The transaction value of this group also tends to increase, last week increasing by more than 35%.

Codes such as VHM, AGG, and DXG recorded impressive growth. The common point of these businesses is that they all have information about projects that are being and will be opened for sale in the first quarter of the year. This shows that factors such as clean land funds, the ability to effectively implement projects, and valuations with room for growth are key factors attracting investors.

Reports from many securities companies also give positive forecasts about the prospects of real estate stocks. Specifically, leading stocks such as VHM, KDH, and PDR are expected to increase in value by over 20% in the next year. Moreover, some analyzes are even more optimistic, predicting that NLG could increase by 44% and DXG could increase by nearly 50%.

Factors that create the attractiveness of real estate

Mr. Do Thach Lam, Head of the Analysis Center, Rong Viet Securities Company, expressed optimism about the prospects of the real estate industry. He believes that after a difficult market period, investors are becoming more cautious and selective when disbursing capital. However, factors supporting recovery and growth are still present.

One of the most important factors is the promulgation of 3 new laws: the Land Law, the Housing Law, and the Real Estate Business Law. Although there may be delays in institutionalizing policies, these changes are expected to remove legal obstacles for businesses, creating momentum for the market.

Currently, the average P/B ratio of real estate industry stocks is only at 1.3 times, lower than the 5-year average of 1.5 times. This shows that the potential for growth is still very large. However, investors need to pay attention that the market is clearly differentiated between stocks. Codes with solid financial foundations, good project portfolios, complete legal status, or benefiting from public investment are recording strong growth.

Conversely, businesses still facing financial pressure, especially pressure to repay bond maturities or short-term debt obligations, may see their stocks being held back. Typical examples are NVL and PDR, which are still trading in a sideways price range, while NLG also has unfavorable developments.

Real estate adjacent to the square: Prime location, sustainable value

Besides stock factors, the location of real estate also plays a key role in creating attractiveness. According to VietnamNet, real estate adjacent to the square is always the top choice of experienced investors with financial potential. This is a way for them to generate sustainable and safe profits for their assets.

The square is not only the center of the city but also a place that attracts a large number of tourists and residents. At Times Square, New York, apartment prices in the square area are always among the highest in the world, potentially reaching nearly one billion VND/m2. The storefronts on the main street also have extremely expensive rents, reaching hundreds of millions of VND/m2/month.

Such prime real estate rarely has buy-sell transactions. The reason is that the owners are usually wealthy people, who hold real estate not only for its growth value but also for its ability to generate a stable income stream. Shopping districts such as the West End in London, near Trafalgar and Leicester Squares, have also witnessed a steady increase in the price of real estate in this area.

In fact, there are locations that have almost no transactions for many years, only the storefront rent is constantly increasing. This confirms the attraction and irreplaceable value of real estate in central, bustling areas.

South Saigon: An attractive investment hotspot

Not only central areas of the city, but also areas with strong development potential are attracting the attention of investors. According to Thanh Nien, South Saigon real estate is becoming an attractive destination for investors from many places.

This area possesses many advantages in terms of planning, convenient transportation infrastructure, and modern living amenities. The development of new urban area projects, along with the trend of population movement and the need for green, clean, and beautiful living, has boosted the value of real estate in South Saigon.

Investors see long-term growth potential in this area. They expect the development of residential areas, commercial centers, schools, hospitals, and other public amenities. This creates an ideal living environment, attracting residents and leading to an increase in real estate value.

Real estate investment in 2025: Opportunities and challenges

2025 is predicted to be a year full of potential for the real estate market. Economic recovery, supportive policies from the government, and the actual need for homeownership are creating momentum for development. However, investors need to clearly recognize both opportunities and challenges.

Some factors that may affect the market include:

• Changes in monetary policy and interest rates.
• Fluctuations in the stock market and other investment channels.
• Macroeconomic situation in the country and internationally.
• The development of key transportation infrastructure projects.

For investors, carefully researching each project, assessing the capacity of the investor, and understanding the legal aspects are prerequisites. Learning about a comprehensive real estate investment guide for beginners can help you have an overview and be better prepared.

In addition, diversifying your investment portfolio is also a smart strategy. Don’t put all your eggs in one basket. Consider different types of real estate such as apartments, townhouses, land plots, or resort real estate, depending on your goals and financial capabilities.

Many real estate projects today focus on sustainability and creating living value. Businesses like Van Phu with the philosophy of “For Human Life” are striving to create harmonious living spaces, bringing real value to residents and long-term investment potential. Learning about projects like Vlasta Sam Son or Vlasta Thuy Nguyen can give you new investment ideas.

Frequently asked questions

In summary, the real estate market in 2025 promises many opportunities for smart investors. By researching carefully, choosing the right time and project, you can completely achieve your goals of generating sustainable profits. Start your real estate investment journey today!