Wajib ada 10% tunai
"Sekurang-kurangnya perlu ada 10 peratus wang tunai daripada harga pembelian rumah, untuk selesa bagi membayar pelbagai kos tambahan..."
BIMB Research said strategic locations such as Johor and Selangor will attract substantial investment, with companies such as Mah Sing Group Bhd and Sime Darby Property Bhd already capitalising on the trend through large-scale data centre projects.
“The momentum will make industrial properties a highly sought-after asset in 2025,” the research house said.
Meanwhile, Maybank Investment Bank (Maybank IB) Research said the reintroduction of Malaysia Vision Valley 2.0 (MVV 2.0) development corridor in Negri Sembilan last December is set to reshape the industrial-investment landscape.
MVV 2.0 adds to established hubs like Iskandar Malaysia, Selangor, Penang and Kulim.
While MVV 2.0 offers new opportunities for developers and landowners, it heightens competition as investors have more options and the states offer various incentives.
“We believe the Johor-Singapore Special Economic Zone (JS-SEZ) will remain compelling due to its strategic proximity to Singapore and strong infrastructure, including Port of Tanjung Pelepas and the upcoming Johor-Baru-Singapore Rapid Transit System in 2027.
“We expect more industrial parks to be launched in the coming years by other states, such as the Kerian Integrated Green Tech Park in Perak and Penang Development Corp-SP Setia industrial park in Kepala Batas,” said Maybank IB Research.
The research house said it recommends investors focus on property stocks with exposure to the industrial property, backed by resilient township projects.
In addition, the focus should also be on companies with strong fundamentals and proven track records, amid a choppy market and risk-off environment.
Maybank IB Research remains neutral on the prospects of the overall property sector, with “buy” calls on SP Setia Bhd, Sime Darby Property and Eco World Development Group Bhd.
“We also have a tactical ‘buy’ on UEM Sunrise Bhd, a potential dark horse this year backed by JS-SEZ developments, though execution risks and high investor expectations remain key concerns.”
BIMB Research, on the other hand, has an “overweight” call on the property sector, saying that the property market is set to experience a “vibrant and promising” year across multiple segments.
It expects the property market to remain resilient, driven by affordable housing incentives, increased disposable income, strong growth in industrial property, and ongoing infrastructure projects.
“We are favourable towards developers with a strong sales history, reputable brands, substantial land holdings in desirable locations, and minimal holding costs,” the research house said.
It added that in 2024, all property stocks under its coverage met full-year expectations and delivered positive double-digit year-on-year earnings growth.
The robust earnings growth was driven by strong property sales and significant progress in construction projects.
