DMCI Homes is set to navigate another cautious year in real estate, leaning on its existing inventory and flexible sales programs as global uncertainties and elevated interest rates continue to temper demand.
Alfredo Austria, president and chief executive officer of the Consunji Group’s property arm under DMCI Holdings, told shareholders that while net income rose 24 percent to P3.3 billion in 2025, the improvement was largely driven by higher rental income and a one-off gain from a prior investment settlement rather than strong new project launches.
He cautioned that total sales declined last year due to the absence of new project launches, a trend that could persist in 2026 if market conditions remain tight. “Unbooked revenue stood at P67.2 billion, enough to sustain our top line for the next three years,” Austria said. “For 2026, we will continue to optimize our existing inventory through RFO (ready-for-occupancy) sales and our rent-to-own program, while offering flexible payment terms and expanding our market reach, including international sales.”
Austria noted a shift in buyer behavior since the pandemic, with more end-users entering the market as investment-driven purchases slow. “We’ve noticed fewer investors and more end-users over the past several months,” he said, pointing to stronger demand for ready-for-occupancy and rent-to-own units.
Austria said that the company is sharpening its value proposition by allowing buyers to physically assess construction quality and amenities. “We show them what DMCI Homes really offers, and we encourage them to compare it to what others are offering. And happily, a lot of buyers are convinced of the superior value proposition of DMCI Homes, and this has generated a lot of RFO sales,” he added.
New launches remain selective. The company introduced One South Drive in Baguio in April and is preparing additional projects, including Moriyama Nature Park in Calamba, Laguna, and other transit-oriented developments, subject to market conditions.
Austria said the strategy going forward is clear: prioritize execution, maximize existing assets, and wait for stronger demand signals before accelerating new launches.
