Real estate market at the end of 2025: Land prices expected to surge from 2026, where will the money flow?

What are the scenarios for the market at the end of the year?

Experts are assessing the final months of 2025 as a period of "cautious acceleration" for the real estate market. Many signs of recovery have become clearer, with a slight increase in new supply, gradually improving transactions, and a shift in buyer sentiment from waiting to actively seeking opportunities.

However, prices continued their slight upward trend, reflecting the imbalance between supply and demand and the pressure of input costs for businesses. This made the market in the fourth quarter and early 2026 more clearly differentiated — only areas with good infrastructure, clear legal frameworks, and high actual demand recorded sustainable growth.

Ms. Trinh Thi Kim Lien, Director of Product Business Development at Dat Xanh Services Economic, Financial and Real Estate Research Institute (DXS-FERI), predicts that the real estate market at the end of 2025 will see more positive changes, with a significant improvement in new supply compared to the third quarter.

Entering the fourth quarter, Ms. Lien predicted that the market would see three prominent trends: rising selling prices, increased demand, and rising rental prices. This indicates a shift in sentiment from "observation" to "participation," and also shows that actual demand is returning. In addition, investment capital continues to shift from North to South, concentrating in major cities and areas benefiting from infrastructure development. Among these, the apartment and housing segments are considered the main driving force of the market.

Investors are no longer chasing trends or rumors, but are gradually shifting to a slow and steady strategy. Unlike the boom period of 2021-2022, investors are now more cautious, prioritizing products with complete legal documentation and connected infrastructure – places that can both preserve value and easily generate profits.

Investors are shifting towards a more cautious and stable approach.

The market is entering a period of intense consolidation at the end of the year: money is no longer chasing short-term trends but is moving towards real value. After a long period of stagnation, investors are becoming more discerning, no longer "hunting for hot stocks," but rather "choosing quality assets." Smart capital is shifting to areas with integrated infrastructure, transparent legal frameworks, and practical development potential.

According to statistics from the Vietnam Association of Real Estate Brokers (VARS), the number of searches for land plots and townhouses in the fourth quarter of 2025 increased by more than 40% compared to the same period last year, mainly concentrated in cities with synchronized infrastructure and practical development potential such as Bac Ninh, Quang Ninh, Nghe An, Dong Nai, and Long An… currently leading in terms of interest.

The market is entering a period of intense consolidation at the end of the year: money is no longer chasing short-term trends but is moving towards real value. After a long period of stagnation, investors are becoming more discerning, no longer "hunting for hot stocks," but rather "choosing quality assets." Smart capital is shifting to areas with integrated infrastructure, transparent legal frameworks, and practical development potential.

While the market previously witnessed many "speed races," real estate investment has now become a competition of endurance. From "speculative trading" to "value anchoring," investors are more concerned with the ability to maintain cash flow, the stability of actual demand, and the developer's capabilities. The most valuable properties are no longer found in areas with noisy information, but in areas with comprehensively developed infrastructure – where value is formed from reality, not from expectations.

Experts predict that the market will be more active towards the end of the year as demand for housing remains high, with many customers and investors wanting to own a home before Tet (Lunar New Year). Secondly, cash flow is usually abundant at the end of the year thanks to savings from the beginning of the year and bonuses. In particular, many investors working far from home want to return to their hometowns for Tet and settle down.

This is also a good time for professional investors or real homebuyers to consider a reasonable investment timing. Among them, Xô Viết Green City – a beachfront property with a long-term vision, strategic location, and transparent legal status – is a "safe haven" for smart money, especially given that many experts predict a sharp increase in land prices from 2026 onwards.

With a stable macroeconomic foundation, clear policies, and gradually recovering confidence, 2026 will be the starting year for a new growth cycle – where those who remain steadfast and choose the right "value coordinates" will be the winners.