{"id":301061,"date":"2025-07-10T21:57:02","date_gmt":"2025-07-10T21:57:02","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/real-estate-stocks-industrial-parks\/"},"modified":"2025-07-10T21:57:02","modified_gmt":"2025-07-10T21:57:02","slug":"real-estate-stocks-industrial-parks","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/en\/knowledge-base\/markets\/real-estate-stocks-industrial-parks\/","title":{"rendered":"Industrial Park Real Estate Stocks: Effective Investment Strategy for 2024"},"content":{"rendered":"
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Overview of Industrial Park Real Estate Stocks in Vietnam<\/h2><\/div>

In the context of a shifting global economy, industrial park real estate stocks have become the focus of many investors in Vietnam. The strong development of industrial parks across the country not only marks the process of industrialization and modernization but also opens up attractive investment opportunities in the industrial real estate sector.<\/p><\/div>

According to data from the Ministry of Planning and Investment, as of September 2024, Vietnam has established over 400 industrial parks with a total area of nearly 150,000 hectares. The average occupancy rate is about 72%, indicating significant development potential. This creates a solid foundation for the growth of industrial park stocks in the coming time.<\/p><\/div>

Indicator<\/th>2022<\/th>2023<\/th>2024 (estimated)<\/th><\/tr><\/thead>
Number of IPs<\/td>335<\/td>375<\/td>410<\/td><\/tr>
Total area (ha)<\/td>120,000<\/td>140,000<\/td>150,000<\/td><\/tr>
Average occupancy rate<\/td>65%<\/td>68%<\/td>72%<\/td><\/tr>
FDI into IPs (billion USD)<\/td>12.5<\/td>15.8<\/td>18.2<\/td><\/tr><\/tbody><\/table><\/div><\/div>

The development foundation of industrial park real estate stocks in Vietnam is supported by many favorable factors such as strategic geographic location, abundant workforce, competitive costs, and especially the wave of investment shifting from China. According to Pocket Option, this is the ideal time for investors to consider allocating capital to this segment.<\/p><\/div>

Analysis of Factors Affecting Industrial Park Stocks<\/h2><\/div>

Global Supply Chain Shift Trends<\/h3><\/div>

The US-China trade war and the COVID-19 pandemic have promoted the \"\"China+1\"\" strategy of many multinational corporations, making Vietnam an attractive destination in the process of diversifying supply chains. This directly creates a large demand for industrial real estate and pushes the value of industrial park real estate stocks higher.<\/p><\/div>

According to a CBRE report, industrial land rental prices in northern and southern provinces have increased by an average of 8-12% annually during the 2021-2024 period. With a profit margin of 10-15%, industrial park real estate stocks have become a more attractive investment channel compared to other real estate segments.<\/p><\/div>

Region<\/th>Average rental price (USD\/m2\/lease cycle)<\/th>Rental price growth 2023-2024<\/th>Occupancy rate<\/th><\/tr><\/thead>
Hanoi and vicinity<\/td>105-120<\/td>9.5%<\/td>78%<\/td><\/tr>
Bac Ninh - Bac Giang<\/td>95-110<\/td>10.2%<\/td>85%<\/td><\/tr>
HCMC and vicinity<\/td>150-180<\/td>7.8%<\/td>82%<\/td><\/tr>
Dong Nai - Binh Duong<\/td>120-145<\/td>11.5%<\/td>90%<\/td><\/tr>
Long An - Tay Ninh<\/td>85-100<\/td>12.8%<\/td>75%<\/td><\/tr><\/tbody><\/table><\/div><\/div>

Investment Incentive Policies<\/h3><\/div>

The Vietnamese government has implemented and is implementing many supportive policies to promote industrial park development, including tax incentives, administrative procedure simplification, and infrastructure development support. In 2024, the amended Land Law and the new Real Estate Business Law are expected to create a more favorable legal corridor for industrial park development businesses.<\/p><\/div>

According to analysts at Pocket Option, these policies will positively impact the value of industrial park real estate stocks in the medium and long term. Investors should pay attention to policy changes to be able to seize opportunities in a timely manner.<\/p><\/div>

Policy<\/th>Main content<\/th>Impact on IP stocks<\/th><\/tr><\/thead>
Land Law 2024<\/td>Simplifying procedures for changing land use purposes<\/td>Positive (++)<\/td><\/tr>
Real Estate Business Law 2024<\/td>Expanding eligible entities for industrial real estate investment<\/td>Positive (++)<\/td><\/tr>
Decree 35\/2022\/ND-CP<\/td>Tax incentives for industrial park development enterprises<\/td>Positive (+)<\/td><\/tr>
Resolution 115\/NQ-CP<\/td>Solutions for eco-industrial park development<\/td>Positive (+)<\/td><\/tr><\/tbody><\/table><\/div><\/div>

Analysis of Notable Industrial Park Real Estate Stocks<\/h2><\/div>

Vietnam's stock market currently has about 20 listed companies mainly operating in the development and business of industrial park real estate. Below is a detailed analysis of some notable industrial park real estate stocks:<\/p><\/div>

Stock code<\/th>Main operating regions<\/th>P\/E (TTM)<\/th>ROE (%)<\/th>Growth potential<\/th><\/tr><\/thead>
KBC<\/td>Bac Ninh, Hai Phong, Quang Ninh<\/td>15.2<\/td>12.8<\/td>High<\/td><\/tr>
IDC<\/td>Dong Nai<\/td>13.7<\/td>15.3<\/td>Medium<\/td><\/tr>
BCM<\/td>Binh Duong<\/td>18.5<\/td>14.2<\/td>High<\/td><\/tr>
LHG<\/td>Long An<\/td>10.8<\/td>11.5<\/td>Medium<\/td><\/tr>
SZC<\/td>Ba Ria - Vung Tau<\/td>12.3<\/td>13.7<\/td>Medium - High<\/td><\/tr>
VGC<\/td>Nationwide<\/td>16.8<\/td>10.2<\/td>Medium<\/td><\/tr>
SNZ<\/td>Ba Ria - Vung Tau<\/td>14.5<\/td>9.8<\/td>Medium<\/td><\/tr><\/tbody><\/table><\/div><\/div>

According to experts at Pocket Option, industrial park stocks can be divided into three main groups:<\/p><\/div>