The leadership of Phat Dat Real Estate Development Corporation (HOSE: PDR) believes this trend will shape how businesses and investors approach the market in the coming years. It also serves as a foundation for Phat Dat to develop new business strategies.
Provincial Mergers: A Catalyst Reshaping Real Estate Investment Maps
In recent discussions, Mr. Vu Thanh Le, a member of Phat Dat’s Board of Directors, noted that administrative boundary mergers not only streamline state management but also mark a strategic turning point in urban spatial planning, infrastructure connectivity, and the direction of real estate investment capital over the next decade.
At the Vietnam Investment Forum 2026, Mr. Le emphasized, “We are witnessing a unique phase where administrative planning, infrastructure planning, and urban planning are seamlessly integrated. As development spaces expand and inter-regional infrastructure receives robust investment, real estate capital will shift significantly—from central hubs to connected urban areas.”
Mr. Vu Thanh Le garnered significant attention with his insightful remarks at the recent Vietnam Investment Forum 2026.
According to Mr. Le, key infrastructure projects such as the Ring Road 3 in Ho Chi Minh City, the Bien Hoa – Vung Tau Expressway, Long Thanh Airport, and the Ben Thanh – Suoi Tien metro line are gradually forming a “multi-polar urban map,” connecting major economic centers in the Southeast region. While investors once asked, “How far is the project from the city center?” the relevant question now is, “Where does the project lie within the regional connectivity map?” Infrastructure has become the new benchmark for real estate value. When infrastructure leads, real estate development becomes more aligned, and investment flows to areas with regional connectivity, clear legal frameworks, and genuine urban development potential.
This shift is evident not only in institutional investor behavior but also among end-users, who now constitute a growing market share. Consequently, a new “investment principle” is emerging, transitioning from “administrative geography” to “investment geography.” Real estate capital will no longer stagnate in traditional centers but will move along development corridors, where connectivity, expansion, and new growth poles are possible.
Mr. Le believes this is the opportune moment for businesses and investors to rethink their market approach. Instead of evaluating projects within provincial or city limits, they must consider their position within regional and inter-regional development structures, adopting a mindset of “longer investment cycles, lower risks, and more sustainable growth.”
Investing in the Right “Nodes,” Developing at the Right “Layers”
Mr. Vu Thanh Le succinctly captures the new investment trend with this phrase. “Investing in the right nodes” means selecting strategic locations where infrastructure, urban development, and capital converge—these are the new growth nodes.
Phat Dat is focusing on key infrastructure nodes such as Ring Road 3, the Bien Hoa – Vung Tau Expressway, and Long Thanh Airport, prioritizing the emerging urban connectivity corridor of Ho Chi Minh City – Binh Duong – Dong Nai – Ba Ria–Vung Tau.
This focus allows Phat Dat to prepare a land bank with legally compliant, development-ready sites, leveraging the company’s exceptional execution capabilities.
Regarding “developing at the right layers,” Mr. Le explains this as optimizing products to meet genuine demand and urban stratification. “Right layers” means developing products that align with specific demand tiers, income levels, and urban roles of each area. For Phat Dat, this involves three principles: targeting the right customer segments, understanding the area’s role in urban structure, and adhering to sustainable development standards, including ESG criteria and the company’s human-centric philosophy.
“Investing in the right nodes, developing at the right layers” is Phat Dat’s guiding philosophy for its 2025–2030 strategy. “Investing in the right nodes” ensures Phat Dat capitalizes on strategic locations, while “developing at the right layers” ensures alignment with market demand. Together, these elements create sustainable value for the company, customers, and investors.
Phat Dat’s current and upcoming projects are well-positioned to capitalize on this trend.
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