REIC Q2 2026 data: Bangkok and 5 surrounding provinces hold 214,083 unsold units worth 1.35 trillion baht, about 52 months to sell out. Sukhumvi condos are strong (1,045 units, up 138.6%, 16 months to sell out) helped by Chinese buyers, while landed houses are weak (Bangkok landed sales down 18.4%). Nong Suea (Pathum Thani) is rated critical at about 88 months to clear and Nonthaburi condos are selling well. Mid and lower-income buyers face tighter mortgage approvals, so developers are shifting to lower-priced units (1-5 million baht) in Q3-Q4. If you supply construction, fit-out or land-linked services, favour Sukhumvit/Rama 9/Bang Na corridors and be cautious on landed-home projects in the outer east and north.