Real estate attracts capital through M&A deals

Như Hạ |

Vietnam is entering a new phase of the investment cycle, when capital flows are not only increasing in scale but also more diverse in market approaches.

According to Savills Vietnam, investor interest in Vietnam is being shown not only through new investment projects, but is increasingly clearer through share purchases, access to businesses and assets that have been formed. This shows that the market is entering a deeper phase, when investors can choose between developing an opportunity from the beginning and participating in existing platforms.

According to data from the Statistics Office, total registered foreign investment capital into Vietnam in the first six months of 2026 reached 34.65 billion USD, an increase of 61% compared to the same period. Notably, contributed capital and share purchases reached 6.22 billion USD through 1,446 transactions, an increase of 89.5% in value. This development shows that, besides direct investment, businesses, platforms and existing assets are becoming a noteworthy channel of access for international capital flows.

M&A opens the way to existing assets and platforms

According to Savills, the deals announced in Q1/2026 show that capital is approaching the market through many types of assets and business platforms. In the real estate sector, Diamond Realty Investment La Pura, belonging to Mitsubishi Corporation, has bought all shares in the Thuan An 1 project development enterprise in Binh Duong, with an initial payment of more than 1,900 billion VND. In the hotel sector, Hotel Perle D'Orient Cat Ba was acquired by an international investor for 38 million USD. In Hai Phong, Viconship completed the purchase of 65% of Harbour City shares for about 914 billion VND, thereby taking control of the project development enterprise in the Cat Bi area.

Ms. Nguyen Le Dung - Head of Investment Consulting Department, Savills Hanoi - commented: "M&A and investment cooperation will continue to be important channels for capital flows to access the market. In addition to shortening the time to access land funds and prepare projects, with suitable assets or platforms, investors can also access existing business operations, cash flow and room to improve performance after transactions. Therefore, the ability to create value of assets is increasingly important besides the initial transaction value.

More selective investors

As market access channels expand, investors also become more selective in assessing opportunities. Besides location and price, the ability to maintain demand, operating efficiency and performance improvement potential are increasingly affecting the long-term outlook of assets.

According to Savills Vietnam's Hanoi Real Estate Market Report for the second quarter of 2026, the office market reached a capacity of 86% of the total supply of about 2.3 million m2 from 190 projects, with rental demand focusing on transfer transactions, quality upgrades and cost optimization. Serviced apartments reached a capacity of over 80% with a total supply of more than 6,500 units, supported by demand from foreign experts and management personnel of FDI enterprises and international organizations. Meanwhile, the retail market recorded a capacity of 89%, with ground floor combined rents increasing by 3% year-on-year.

These indicators show that, besides market size, the ability to attract real demand and maintain operating performance are important factors for health and the potential to create asset value.

In the long term, the prospect of assets is also linked to the scale and growth structure of cities.

Mr. Matthew Powell - Director of Savills Hanoi - commented: "Hanoi is facing a large-scale growth period, with the population forecast to reach about 15 million people by 2035 and 19-20 million people by 2065. Changes in infrastructure and urban space need to be prepared early to meet this growth process. Population and economic expansion will create long-term demand for many new types of real estate, new supply and new urban areas, spanning from commerce, housing to healthcare and education.

For investors, this context sets higher requirements for legal clarity, information quality, deployment capacity and operational efficiency of each opportunity. For the market, this is also a shift from the story of capital attraction to the ability to allocate and use capital effectively, when assets with good foundations and long-term value creation space will increasingly have an advantage in attracting capital flows.

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