News

"We may see a recovery in launches over the second half accompanied by a big push by developers to catch sales targets."

"Q1 2020 was quiet with supply shortages and low sales. Whilst currently in limbo we expect the sector to pick up quickly as landed properties remain one of the most favoured alternate investments."

"Whilst the current office market remains healthy, there is a lag affect that may affect pricing in the future. Short term discounts and healthy lessor / lessee partnering are now considered."

"There is enormous disruption to the retail sector, however opportunities remain; quick responses, adaptive business practices and forward planning are important now"

"With a solid equity background, there appears to be little default or delay to schedules of payments for Apartments. However with low consumer confidence and launches delayed, let’s see how the secondary market performs..."

"Limited supply, a strongly growing middle class and good quality products, will ensure this asset class remains sound for the midterm."

"Hospitality was the first and most heavily impacted asset class, however it will also be one of the first out of the trough. Domestic demand in the turnaround will be solid, Vietnam is fortunate to be able to turn hospitality assets back on, quickly."

"Serviced Apartment performance is highly correlated to FDI. With borders closed and many expatriates home, then short term performance is suffering. Some owners are using the time wisely, to reposition their assets and heighten competitiveness."

"A change in occupier structure is coming; from open plan CoWorking to Serviced Offices. From Serviced Office to Hotel day rooms. From back office to work from home. There is an opportunity to recalibrate needs to match business objectives."

"The retail opportunity going forward is in the structural change. Whether this is transfer effect to e-commerce, recalibration of rentals or change in consumers behavior."