Tuesday, 30 September 2025

Another Property Glut in Malaysia? (Part 1)

According to a recent NST report, Malaysia may be heading for another property glut, this time with almost 100,000 residential units — comprising completed, under construction and yet to be built homes — having no buyers in the first three months of 2025. 

Based on data from the National Property Information Centre (Napic), which records development approvals granted by local authorities, homes in the "affordable" bracket, priced between RM200,001 and RM300,000, account for the largest overhang, trailed closely by those in the RM300,001–RM400,000 range.

 

On an optimistic note, the bulk of these homes are still under construction or have yet to be built, which gives developers time to secure buyers.

 

However, if left to grow unchecked, this may result in abandoned units.

 


According to Napic, in the first quarter of this year, 12,498 new residential units were launched nationwide, with 1,351 units or 11 per cent sold within the first three months — figures that appear pleasing at first glance.

 

Properties priced between RM400,0001 and RM500,000 accounted for the largest share at 3,348 units (26.8 per cent), followed by those between RM200,001 and RM300,000 at 2,233 units (17.9 per cent), and RM300,001 and RM400,000 at 2,002 units (16.0 per cent).

 

Almost 40 per cent (4,853 units) of the units launched were two- and three-storey terraced houses, followed by condominiums/apartments at 27.2 per cent (3,396 units) and single-storey terraced houses at 22.5 per cent (2,815 units).Johor recorded the highest number of launches with 3,194 units, followed by Selangor (2,129), Negri Sembilan (1,838) and Perak (1,812).

Overhang units are defined as "completed properties" that have been awarded a certificate of completion and compliance by the local authorities, but remained unsold for more than nine months.

 

According to Napic data, there were 23,515 such units nationwide in the first quarter of 2025. What should trigger concern is the "affordable" homes priced between RM200,001 and RM300,000 accounting for the largest share at 4,861 units, or 20.7 per cent. This is compounded by the 4,201 units (17.9 per cent) in the RM300,001 to RM400,000 segment and 3,024 units (12.9 per cent) in the RM500,001 to RM600,000 range.

 

Condominiums and apartments dominated the overhang status with 13,386 units, accounting for 56.9 per cent, while two- and three-storey terraced houses recorded 3,560 units, or 15.1 per cent.


 

Perak stood out for having the highest number of unsold completed homes in the RM200,001 to RM300,000 range with 1,254 units. This was followed by Kuala Lumpur with 880 units, Pahang (647) and Penang (624). In Melaka, the market is dire — the bulk of overhung homes was in an even lower price range, where 181 units between RM100,001 and RM200,000 were left unsold. 

 

The Napic data showed that the median house price in the first quarter was RM359,000, but the Statistics Department found that the national median household income was just RM6,338 a month.

Going by Bank Negara Malaysia's median multiple measure — which considers a home to be affordable if it costs no more than three times the median annual income — the affordability ratio for most Malaysian households would stand at 4.72, which is well above the threshold.

 

A household needs to earn about RM9,972 a month to afford a home with a median price of RM359,000. However, based on the statistics, the median price of houses that most Malaysian households could technically afford is RM228,168 only. The gap is especially significant in Sarawak, where households earned a median of just RM4,978 a month, but the median price of houses there was RM395,000, which is higher than the national price.

 

In Johor, which had the largest number of new launches, households earning a median of RM6,879 a month had to contend with a median house price of RM450,000. Even more perplexing is the RM500,000 and above price tag for 2,015 newly launched units, putting them far out of reach for typical income earners.

 

Penang had the most overhang of high-end units, with 646 priced above RM1 million remaining unsold. The state's second-highest unsold category was surprisingly in the RM200,001 to RM300,000 range.

 

Sabah showed a similar pattern, recording 559 unsold units in the RM500,001 to RM600,000 bracket and 446 units priced above RM1 million. In Selangor, the overhang was also concentrated in high-end homes, with no takers for 375 units costing between RM500,001 and RM600,000 and 327 units above RM1 million.

 

What can we do? Three options:

(i)              Do nothing.

(ii)            Re-align approvals for future development; or

(iii)          Create a nationwide “property bank” to purchase and re-sell properties.

For (iii) to work, substantial funding is required from public and private sectors. Will that happen? Not in the immediate future!

 

References:

Nearly 100,000 homes remain unsold in the first three months of 2025, Aliza Shah, Iylia Marsya Iskandar, New Straits Times, 1 September 2025

 

The sticky stats of overhang properties, Pankaj C. Kumar, The Star, 20 September 2025

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