The REIT Vietnam Never Built is Already Running, from Singapore
Vietnam has no working REIT market. Singapore-listed funds built one anyway, out of Vietnamese warehouses — and the regulatory gap keeping it that way is narrower than it looks.
Vietnam's Industrial Property Is Being Priced Like China in 2006. That Analogy Has Two Endings.
Institutional capital is treating Vietnam's industrial real estate the way it treated China two decades ago. The precedent that comparison invokes made fortunes — and the mechanism that made it work is the one Vietnam has not yet built.