Sep 20, 2012

ASEAN - Asean property hot but buyer beware

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Seminar tells investors to research markets

Asean property sectors offer attractive investment opportunities, but consultants and developers warn that new players must study each market carefully before taking the plunge.

"Vietnam faces banking and financial problems. The interest rate is quite high at 18%, while inflation is 20%. Property is a speculation market," James Pitchon, executive director of the property consultant CB Richard Ellis (Thailand).

He was speaking at a seminar on Asean property markets under the upcoming AEC hosted yesterday by the Real Estate Information Center.

"The condominium and office sectors are in oversupply, while there are barriers to entering the property market. Most land in Vietnam is owned by the state. If it does not release it, then it can be quite difficult to invest in the property sector there," said Mr Pichon.

Prasert Taedullayasatit, chief business officer of the SET-listed Pruksa Real Estate Plc, agreed, saying his company invested in Haiphong on the northern coast three years ago, but development could begin only this year.

"Currency and property prices in Vietnam are so volatile. When we entered three years ago, one baht equalled 500 dong, but today it's about 675 dong due to soaring inflation," he said.

Mr Prasert suggests property investors looking at Vietnam get in and out as quickly as possible, as property is a more difficult sector to exit than trading.

Tony Picon, research director of the property consultancy Colliers International Thailand, said Myanmar may look like an attractive investment, but government policy remains unpredictable amid the changing political situation.

Enforcement of laws and regulations is not very good, while the infrastructure is poor, he said.

As well, the Myanmar banking sector is considered so unreliable by local residents that they hold onto their cash instead or buy property or cars, said Mr Picon.

Suphin Mechuchep, managing director of the property consultant Jones Lang LaSalle (Thailand), said the office sector in Manila is fast-growing, driven by outsourced service centres and call centres.

The vacancy rate in the city's business districts is a very low 4.3%.

Investment yield in the country is 6.6% but only 3-4% in Bangkok.

However, the Philippines is hobbled by a lack of a good mass transit system, said Ms Suphin.

She said Jakarta is the most attract Asean destination for investment due to robust growth in its retail, condominium and office sector.

Return on investment for condominiums is 6-8%, while the sector is driven by real buyers, not speculators.

Porameth Chantanakomes, country head of the property consultant DTZ Debenham Tie Leung (Thailand), told the seminar that the Malaysian property market still remains an attractive investment.

The government plans to push for major economic growth by 2020 and to achieve this, foreign investment is needed in many sectors, he said.

Mr Porameth said Singapore still has room for property investment, but property prices are very high.

Hotels are the most interesting sector, as they require less land than retail centres, he said.




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