Launching a strategy of consolidation and public investment
On the morning of November 16, Batdongsan.com.vn organized the event "Welcoming the Waves of Eastern Saigon - Golden Opportunity for Hanoi Investors".
Mr. Nguyen Quoc Anh - Deputy General Director of Batdongsan.com.vn said that after the historic administrative merger, Ho Chi Minh City and Dong Nai showed positive development potential in the Southeast region.
The merger of new administrative units such as Ho Chi Minh City (including Ho Chi Minh City, Ba Ria - Vung Tau, Binh Duong) and Dong Nai (including Dong Nai, Binh Phuoc) is not simply an expansion of administrative boundaries, but a consolidation of strengths to create a key economic region. After the merger, Ho Chi Minh City's GRDP reached more than 2.7 million billion VND (in 2024), leading the country; while Dong Nai ranked 4th with more than 609 trillion VND.
The area bordering Dong Nai with Ho Chi Minh City has low population density, many land funds with low price levels, creating great room for development for urbanization. In addition, public investment is promoted as a driving force for economic development. By the end of September 2025, Ho Chi Minh City will disburse 50% of public investment capital, Dong Nai will reach 35%.
Dong Nai has a strategic position in the picture of expanding urban areas and logistics of seaports - airports in the East of Ho Chi Minh City. A series of key infrastructure projects are gradually changing the face of the East, including: Long Thanh International Airport, Cai Mep - Thi Vai Port, Bien Hoa - Vung Tau Expressway, Ho Chi Minh City - Long Thanh - Dau Giay, Cat Lai Bridge, Phu My 2 Bridge, Dong Nai 2 Bridge, Thu Thiem - Long Thanh Railway...
Dong Nai - a new focus of Eastern capital flows
The resonance between regional planning, infrastructure and urbanization speed is leading to a shift of investment cash flow to the East.
According to data from Batdongsan.com.vn, as of September 2025, the level of interest in Dong Nai real estate increased by 21%, double the eastern area of Ho Chi Minh City and far exceeding other areas.
In the land segment, the market in the East of Ho Chi Minh City is also recovering. Interest in this area in September 2025 increased by 6% compared to April 2025, higher than the West (+3%) and the North (+5%), in contrast to the downward trend in the South.
In Bien Hoa and Long Thanh wards alone, the common selling price in the third quarter of 2025 fluctuated between 16-23 million VND/m2, an increase of 5-7% compared to the first quarter of 2025. Compared to the average price of 130 million VND/m2 in the center of Ho Chi Minh City, this difference shows that there is still room for growth.
For low-rise real estate in urban areas, the level of interest in Bien Hoa - the area bordering the eastern border of Ho Chi Minh City, increased by 58% in the third quarter of 2025 compared to the previous quarter.
The price level of this type in the center of Ho Chi Minh City is decreasing slightly and remaining at 248 million VND/m2. Meanwhile, the low-rise price level in the Dong Nai area - bordering the eastern border of Ho Chi Minh City fluctuates around 55 million VND/m2 and still increases by 6% compared to the first quarter of 2023.
Some urban areas still have attractive, single-parent prices such as Izumi City (Long Hung, Dong Nai) with a scale of nearly 170 hectares currently priced at about 45 million VND/m2.
According to Mr. Nguyen Quoc Anh, Deputy General Director of Batdongsan.com.vn, in the short term, investors should prioritize areas that have formed clear urban areas, capable of exploiting for rent or meeting real housing needs. In the long term, infrastructure progress and urbanization speed will be the decisive factor in determining the real value of the eastern region in the next development cycle.
Reality shows that as the price level in the center of Ho Chi Minh City is getting higher and land funds are getting more and more limited, the trend of expanding people and expanding investment to the suburbs is inevitable. In particular, Dong Nai, as a gateway connecting the Southeast region, has the advantage of "three in one": low land prices, accelerated infrastructure and high rental yields" - Mr. Quoc Anh commented.
