Covering the Mexican Economy, Actinver Research

Actinver

Covering the Mexican Economy

Actinver Research

Actinver is a mexican leading financial group, that generates well being for individuals and companies through advisory services that provides investment management to maintain and grow their wealth.

Macroeconomics

<ul>
<li>We continue to observe mixed performance across our Real Estate coverage.</li>
<li>Industrial Real Estate companies once again delivered solid operational results —a trend we expect to persist— supported by ongoing development activity, and stable, inflation-linked revenues from their stabilized portfolios.</li>
<li>Despite continued uncertainty surrounding trade relations and tariffs, renewal rate growth remains robust across our covered names, while vacancy rates remain below 6%, underscoring the sector’s resilience.</li>
</ul>


We continue to observe mixed performance across our Real Estate coverage.
Industrial Real Estate companies once again delivered solid operational results —a trend we expect to persist— supported by ongoing development activity, and stable, inflation-linked revenues from their stabilized portfolios.
Despite continued uncertainty surrounding trade relations and tariffs, renewal rate growth remains robust across our covered names, while vacancy rates remain below 6%, underscoring the sector’s resilience.


Actinver Research - Real Estate Post 3Q25 Update

<ul>
<li>A year of lackluster growth plans in the Industrial Real Estate sector doesn’t mean that opportunities aren’t there.</li>
<li>While our outlook in the overall Real Estate industry is neutral, we are mostly positive on Industrial Real Estate, given its long-term horizon, tenant stickiness, and diversification between internal (i.e., in logistics and e-commerce) and external (i.e., in manufacturing) drivers.</li>
<li>While we expect growth to slow down this year due to current trade uncertainties and the high growth exhibited by these companies in the last couple of years, 2026 onwards could turn to a more positive trend.</li>
</ul>


A year of lackluster growth plans in the Industrial Real Estate sector doesn’t mean that opportunities aren’t there.
While our outlook in the overall Real Estate industry is neutral, we are mostly positive on Industrial Real Estate, given its long-term horizon, tenant stickiness, and diversification between internal (i.e., in logistics and e-commerce) and external (i.e., in manufacturing) drivers.
While we expect growth to slow down this year due to current trade uncertainties and the high growth exhibited by these companies in the last couple of years, 2026 onwards could turn to a more positive trend.


Actinver Research - Industrial Real Estate: In the Mood for (Later) Growth (Coverage Initiation)

Mexico

Prologis Property Mexico S.A. de C.V. is a real estate investment trust. The REIT acquires, invests in, and develops properties used for manufacturing, logistics, infrastructure and urbanization in Mexico.

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Prologis Property Mexico Sa (FIBRAPL MM)

Actinver Research - Real Estate Post 3Q25 Update

Industrial Real Estate companies once again delivered solid operational results —a trend we expect to persist— supported by ongoing development...

Actinver

Actinver Research - Industrial Real Estate: In the Mood for (Later) Growth (Coverage Initiation)

While our outlook in the overall Real Estate industry is neutral, we are mostly positive on Industrial Real Estate, given its long-term horizon,...

Actinver

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)