Our strategies

Equity / Value Add

Elevated track of Ho Chi Minh City Metro Line 1

Value-add infrastructure

Improvement, repositioning
and growth.

Explore the strategy
Metro Line 1, Ho Chi Minh City. Xuanphuocle, CC0

Value Add

Manufacturing, data and people are moving outward from Ho Chi Minh City along new roads and rail. We look to build platforms in the places that movement is reaching next, assembled asset by asset.

Our approach

Manufacturing, data and people are moving outward from Ho Chi Minh City. We buy the first asset where that movement is heading, build a platform around it and sell it once it runs on its own.

Projects launched or opened, 19 December 2025
234
Funded outside the state budget
82%
Bolt-ons in reach before we commit
2+

  • Follow demand

    We map where new roads, rail and the airport change land values and catchments, then approach owners and provinces before the market reprices.

  • Build the platform

    We hold control at platform level, professionalise operations and add bolt-ons on a defined acquisition plan, with founders aligned through retained equity.

  • Sell it stabilised

    We sell a stabilised platform to core and core-plus buyers, or list it as Vietnam’s capital markets deepen.

How it fits together

Value Add pairs where demand is moving with the platforms we build to meet it. The transport programme decides where activity arrives; our job is to have the right assets assembled when it does.

Following demand

with platforms

  • Long Thanh International Airport
  • Ring Road 3
  • Metro Line 2
  • Saigon Hi-Tech Park
  • The new expressway grid
  • Logistics and airport services
  • Power-secured data capacity
  • Cold chain
  • Industrial-park utilities
  • Bolt-on acquisitions
Demand we follow

New transport links change who can reach a piece of land and what it is worth. We test demand from the tenant or user side rather than the masterplan, and confirm power and grid connection early, so we are buying where activity is arriving rather than where it has been promised.

Platforms we build

A first asset that works on its own, with two or more bolt-ons in reach and a provincial counterpart who wants the platform built. We hold control at platform level, install reporting and operations, and add assets on a defined plan until the platform is ready for a longer-hold owner.

Where we build next

From the national programme to the assets we pursue

Each stage narrows the field: what the state has committed to, what fits this strategy, our screen, and where we are looking now.

  1. 01 · Demand signal

    234 projects

    launched or opened on 19 December 2025, 82% funded outside the state budget.

    Source: Government of Viet Nam

  2. 02 · Moving outward

    Dong Nai, Tay Ninh

    where industrial demand is shifting as land close to the city tightens and costs rise.

    Source: Cushman & Wakefield

  3. 03 · Our screen

    Platform logic

    A first asset that works on its own, two or more bolt-ons in reach, and a provincial counterpart who wants the platform built.

  4. 04 · Where we look

    Airport city, data, cold chain

    Logistics and services around Long Thanh, power-secured data capacity near Saigon Hi-Tech Park, and cold chain on the new expressway grid.

How we execute

From first contact to a held asset

Discuss this strategy

  1. 01 · Originate

    Originate

    Map where new transport links change land values and catchments, then approach owners and provinces before the market reprices.

  2. 02 · Diligence

    Diligence

    Test demand from the tenant or user side, not the masterplan; confirm power and grid connection early.

  3. 03 · Structure

    Structure

    Hold control at platform level; keep founders aligned through retained equity and earn-outs.

  4. 04 · Build

    Build

    Professionalise operations, install reporting, and add bolt-ons on a defined acquisition plan.

  5. 05 · Exit

    Exit

    Sell a stabilised platform to core and core-plus buyers, or list it as Vietnam’s capital markets deepen.

Intelligence

What is being built now

Full build tracker

Ho Chi Minh City and the south

Status and figures as reported by each source, October 2026.

For investors, sponsors and developers

Allocation and Investment Requests

Investors can request an allocation to invest alongside us. If you are raising equity or debt for an infrastructure asset or platform in Vietnam or the region, tell us about it here; the answers help us see quickly whether it fits one of our strategies.

Every request is read by the team. You can also write to NDD@corvusindustries.com.

Your request

Self-assessment

Is revenue contracted or regulated (PPA, concession, lease or tariff decision)?

Are land rights and the main permits secured?

Do you have a financial model you can share under NDA?

By submitting, you agree that Corvus Industries will process your information to respond, as described in our Privacy Policy. Please do not send confidential material until an NDA is in place.

Value Add research & insights

Bring us the platform, the province or the question.

Founders, provinces and co-investors: every enquiry is answered personally.

Send a request

Corvus briefings

Analysis of Vietnam’s projects, capital and rules, sent when we publish.

Inquiries

Start a conversation

Tell us what you are working on. We will reply personally to discuss how we can help you invest, enter, or grow in Vietnam.

Email us
NDD@corvusindustries.com
Prefer to talk?
Book a call

By submitting this form, you agree that Corvus Industries will process your personal information to respond to your request, as described in our Privacy Policy.