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Writer's pictureVirtus Prosperity

PART II: Strong Growth Opportunities for Vietnam's Industrial Real Estate Sector: Potential and Development Trends



Development Outlook: Unlocking Vietnam's Industrial Real Estate Potential


Vietnam's industrial real estate sector is poised for robust growth in the coming years, particularly as Vietnam emerges as an attractive destination for international investors. The development of key industries such as manufacturing, electronics, logistics, and e-commerce is a significant driver of demand for land, factories, and ready-built warehouses in industrial zones.


  1. Abundant Land Supply Aligned with Government Targets


With a 2025-2030 vision, the Vietnamese government aims to increase the total industrial land area nationwide to approximately 211,000 hectares, a 55% increase compared to the end of 2023. The focus will primarily be on expanding industrial land in Tier-2 regions of the Southeast and Red River Delta.


By 2030, the total industrial land area in the Southeast and Mekong Delta regions is expected to reach approximately 62,000 hectares and 28,000 hectares, respectively—representing increases of 52% and 68% compared to 2023.


Dong Nai is projected to become the province with the largest industrial land area in the country, reaching 18,500 hectares, followed by Binh Duong, Long An, and Ba Ria - Vung Tau.


Meanwhile, Binh Phuoc is expected to experience the fastest growth rate in industrial land area, with an increase of 78%, followed by Dong Nai, with approximately 49% growth.


National Land Use Plan for Industrial Parks Until 2025 – 2030

Unit:ha

Region

End of 2023

2025

2030

Total Industrial Land Nationwide

135,697

152,841

210,927

Red River Delta

30,744

36,696

46,053

Northwest

3,593

4,519

6,493

Northeast

10,067

13,204

22,665

North Central Coast

14,443

18,124

23,293

South Central Coast

14,777

15,258

19,447

Central Highlands

2,733

2,432

3,151

Southeast

40,782

46,048

62,059

Mekong Delta

16,492

20,231

27,766

  1. Conversion of Rubber Land to Industrial Land Supply


In the Southern region, the supply of industrial parks (IPs) during the 2021-2030 period primarily comes from rubber land conversion. According to the Dong Nai IP master plan, the area of rubber land approved by the Prime Minister for conversion into industrial parks is 6,760 hectares by 2025, and an additional 2,000 hectares during the 2025-2030 period. Other provinces, such as Binh Duong, Binh Phuoc, and Ba Ria - Vung Tau, have planned rubber land conversions of 3,084 hectares, 2,994 hectares, and 3,933 hectares, respectively, by 2025.


Advantages of Converting Rubber Land to Industrial Parks:

  • Large contiguous land parcels: This facilitates faster compensation and site clearance processes when there are clear guidelines for land valuation.

  • Lower leveling costs: Rubber land typically has high soil firmness, which reduces the cost of ground leveling and site preparation.


  1. Infrastructure Development: Strengthening the Foundation for Growth


To support the new wave of investment, Vietnam is accelerating infrastructure development, allocating 7% of GDP to key projects such as the North-South Expressway, Long Thanh International Airport, and deep-water ports like Cai Mep in Ba Ria - Vung Tau, which will establish direct connections to Europe, America, and Southeast Asia.


The Northern Key Economic Region benefits from strong infrastructure, including expressways and major ports such as Hai Phong and Lach Huyen, enhancing its attractiveness for export-driven industries. Meanwhile, the extensive port network in the Southern Key Economic Region, particularly the Cai Mep deep-water port, enables direct shipping to international markets, solidifying Vietnam's role as a major logistics hub. The Southern region is an economic powerhouse and a critical transportation hub, offering all five modes of transport. Key connections include Tan Son Nhat International Airport, the upcoming Long Thanh International Airport, and port systems in Ba Ria - Vung Tau, Dong Nai, and Ho Chi Minh City.


Currently, in the Southeast region, a series of key transportation projects have been completed or are underway to integrate regional transport infrastructure. Notable projects include:


  • The Ho Chi Minh City - Long Thanh - Dau Giay Expressway (linking Ho Chi Minh City and Dong Nai province)

  • The North-South Expressway (sections such as Dau Giay - Phan Thiet - Vinh Hao, Cam Lam - Nha Trang now operational)

  • The upcoming Bien Hoa - Vung Tau Expressway

  • Long Thanh Airport


With these ongoing and upcoming infrastructure projects, Vietnam’s infrastructure network will reach a new level of development, driving the growth of industrial parks in surrounding areas.


In addition to transportation infrastructure, Vietnam is also advancing digital connectivity by expanding the 5G network and developing data centers to support the growth of e-commerce and logistics.


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