Industrial real estate will be the "star" of 2025

In the 2025 macroeconomic outlook report, the National Financial Supervisory Commission forecasts that FDI capital flows will continue to flow strongly into Vietnam, especially capital flows into high-value manufacturing and technology sectors such as semiconductor industry, artificial intelligence, digital transformation, logistics, pharmaceuticals, etc. FDI disbursement in 2025 is likely to exceed 30 billion USD .

Industrial real estate is the "star" in 2025 with a forecasted industry-wide growth rate of 30.4%

Currently, Vietnam is among the 15 developing countries attracting the largest FDI in the world. The cooperation agreement between the Vietnamese Government and NVIDIA marks an important turning point, creating an opportunity for Vietnam to become a leading research and development center to create new products (R&D) on AI in Asia. The wave of investment in high-tech projects and research and development centers is driving demand for infrastructure and factories, creating momentum for growth in the industrial park real estate market.

In the period of 2024 - 2027, Vietnam is expected to have about 15,200 hectares of industrial land supply, more than 6,000,000 m2 of total warehouse supply.

The growth momentum of industrial park (IP) real estate enterprises is expected to continue, in which the advantage belongs to enterprises with large land funds and convenient traffic infrastructure. Industrial park real estate stocks are also in the group with bright investment spots in 2025, recommended by many experts with positive growth arguments from FDI capital flows.

Forecast of "profitable" business of major investors

Welcoming the wave of FDI pouring into Vietnam, a series of industrial park real estate giants are racing to expand land funds, building a series of green industrial parks, smart industrial parks combined with ecological urban areas.

The "leading bird" must be Viglacera - a member of the GELEX ecosystem. In 2024, Viglacera was approved to invest in 3 more industrial parks, including Tran Yen Industrial Park - Phase 1 (254.6 hectares, total investment capital of VND 2,184 billion) in Yen Bai province; Doc Da Trang Industrial Park (288 hectares, total investment capital of VND 1,807 billion) in Khanh Hoa province; Song Cong II Industrial Park - Phase 2 (296.2 hectares, total investment capital of VND 3,985 billion) in Thai Nguyen province.

Viglacera’s Yen Phong Industrial Park

On March 10, Viglacera officially started construction of Song Cong II Industrial Park - Phase 2. Song Cong II Industrial Park, once operational, will become an ideal destination for investors, creating great economic values ​​for the region and the country. It is expected that in the second quarter of 2025, Doc Da Trang Industrial Park project will start construction.

In 2024, pre-tax profit of Viglacera’s real estate business segment will reach VND 1,943 billion, of which profit from industrial park business will reach VND 1,361 billion, accounting for 70% of total real estate business profit.

Agriseco Securities Company commented: “ In 2025, Viglacera’s industrial real estate segment is expected to grow significantly thanks to the handover of large areas to customers and the increasing trend of industrial land rental prices. The commercial area reaches 850 hectares. New projects approved for investment policies are expected to be put into operation in the period of 2026 - 2027, helping to maintain the long-term growth potential of the corporation ”.

In addition to the large land fund, currently, facing the wave of "green transformation", Viglacera is oriented to develop green and smart industrial parks to attract investment in high-tech industries and fields, environmentally friendly supporting industries... to attract high-quality FDI capital flows, demonstrating a clear commitment to sustainable and technology-based economic development.

Phu Ha Industrial Park becomes the destination of many large enterprises

Some prominent enterprises in the field of industrial park real estate such as SIP , Kinh Bac, IDICO... are also actively expanding land funds and implementing industrial parks. Entering 2025, the industrial park real estate industry has many bright spots thanks to supportive factors from policies and the market. Experts from VISRating commented that sales of investors will increase sharply when the supply and demand for new industrial land both increase.

CBRE Vietnam expects industrial park real estate rental prices to continue to increase in the coming years, with an increase of about 5-9%/year in the North and 3-7% in the South. In particular, ready-built warehouses for lease are expected to grow strongly along with the improvement of the logistics sector to meet the increasing demand of FDI investment.

Experts predict that the total profit of the industrial park real estate industry in 2025 is expected to increase by 30.4% compared to the previous year, and businesses in this sector will enter a period of "walking in the bright sky".