SOUTHEAST ASIA OUTLOOK 2025

Southeast Asia Outlook 2025: Long-Term Growth Prospects Remain Intact

Investment Opportunities And Recommendations There remains interest from investors for consultation regarding industrial and logistics assets through the acquisition of land funds and operating properties. Asset quality, rental growth rate, transaction size, and remaining land use rights are key factors considered in investors’ decisions. For foreign investors seeking to enter the market through M&A transactions, key challenges persist, including navigating complex legal frameworks, administrative hurdles, and accessing quality real estate assets. Additionally, identifying opportunities with stable and reliable income streams remains a significant obstacle. Finding a good local partner remains the viable route to success.

Investors’ appetite are focused on modern ready-built factories and Grade A ready-built warehouses to cater to high-quality tenants and achieve better rental rates.

Recent Significant Deals

PROPERTY NAME DEAL TYPE

BUYER

SELLER

PROPERTY TYPE

SQM

DATE

Mapletree Logistics Park 3

Acquisition

Mapletree Logistics Trust

Mapletree Investments RBW

2024

121.900

Mapletree Logistics Park Hung Yen phase 1

Acquisition

Mapletree Logistics Trust

Mapletree Investments RBW

2024

Paragon Đai Phuoc 25% Acquisition

Nishi Nippon Railroad

Nam Long

Residential

455.000

2024

Land at IP

Leasing

Tripod Technology

Sonadezi Chau Duc IP Land

180,000

2024

D Project Tan Duc 2 Acquisition

DAIWA House Logistics Trust Daiwa House Industry

Cold Storage

18.465

2024

Source: RCA, Cushman & Wakefield Research

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CUSHMAN & WAKEFIELD