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Investors 2011 MOST Fearless Forecasts • Property investment remains dangerous for your health • Change in asset class as gold dips and people moved in other directions Developers • Marketing spend TRIPLES as developers search for new ways to sell / lease their units • Increased use of technology in property – building management systems, CRM systems • Local companies seek capital through IPO’s and more sophisticated financial structures • Some residential developers will convert units for sale to units for lease due to unsold units in completed buildings, or instituting rental pools (guarantees) • Demand for data centres grows due to the continuing movement online, as our businesses become more immediate with wi-fi, smart phones and iPads. Developers prepared to deliver with the requirements needed to support these trends will profit. CBRE Vietnam | Page 6 CBRE Vietnam Fearless Forcast 2012
GDP Growth Rate (y-o-y) Lending Rate 12% Inflation (Average, y-o-y) 2011 Vietnam Economic Overview 2008 2009 2010 2011 e 2012 f 6.2% 5.3% 6.8% 5.9 1 6.3 3 12.75% Down from 21% in Q3 16%-17.0% (Late 2010) 22.9% 6.9% 1 9.2% (Dec‘10: 11.8%) 22% - 25% 2 N/A 18.58% 1 12.1% 3 Exports US$62.7 bil US$57.1 bil US$71.6 bil US$96.3 bil US$105.4 5 Imports US$80.7 bil US$69.9 bil US$84.0 bil US$105.8 bil US$113.3 5 Gold Price (per Tael) US$/VND (Commercial banks) US$/VND (Unofficial market) VND17.8 mil (Dec. 31, 2008, up 7.2% y-o-y) 17,400 (Dec. 31, 2008) 17,510 (Dec. 31, 2008) VND26.7 mil (Dec. 31, 2009, up 50% y-o-y) 18,497 (Dec. 31, 2009) 19,470 (Dec. 31, 2009) Committed FDI US$71.7 bil US$22.6 bil 1 VND36.1 mil (Dec. 31, 2010, up 35.2% y-o-y) 19,500 (Dec. 31, 2010) Devalued by 5.4% vs. Dec. 2009 21,010 (Dec. 31, 2010) US$18.6 bil (US$6.8 bil real estate) VND41.8mil 4 (Dec. 30,2011. up 15.8% y-o-y) 21,036 (Dec.31, 2011) Devalued by 7.9% vs Dec. 2010) 21,275 (Dec. 31, 2011) US$14.7 bil 1 (US$845.6 mil real estate) Source: Historical data by GSO, 1 GSO , 2 SBV, 3 IMF, 4 SJC, 5 World Bank, 6 Ministry of Investment, 7 Oxford Economics CBRE Vietnam | Page 7 CBRE Vietnam Fearless Forecast 2012 N/A 21,735 7 N/A US$15 - 16 bil 6 Implemented FDI US$11.7 bil US$10 bil US$11 bil US$11 bil 1 N/A
Page 1 and 2: Fearless Forecast “Do not let a g
Page 3 and 4: HCMC 2011… Changes Taken on Janua
Page 5: Office Tenants • Multiple choices
Page 9 and 10: With demand from the eurozone and U
Page 11 and 12: Index 2011 Vietnam Stock Market At
Page 13 and 14: Nguyen Van Linh - the automobile hu
Page 15 and 16: Of the 20 Golden sites: • 2 compl
Page 17 and 18: Roads: • Construction of the four
Page 19 and 20: Grade A Rents (US$ psm) $60 $50 $40
Page 21 and 22: Luxury Condominium (US$ psm) $4,500
Page 23 and 24: 2012 Death, Discount or Opportunity
Page 25 and 26: Occupancy and RevPAR both showing s
Page 27 and 28: Demand derived from 3 sources: •
Page 29 and 30: The Rise of Investment - The Instit
Page 31 and 32: 2012: Gold Supply in Vietnam Increa

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