Covering the Mexican Economy, Actinver Research

Actinver

Our product offering is based on award winning forecasts and a deep understanding of artificial intelligence tools. 
We cover the Mexican economy with in-depth sector and state knowledge, as well as the integration with the U.S., providing high added value studies. 
To provide comprehensive coverage, we analyze the main macroeconomic variables, sectors, indexes and market information. 
Through solid statistical and computational tools we generate targeted investment strategies for clients with advanced investment profiles such as pension funds, hedge funds and others.

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>After years of drought, NEXT’s IPO on the Mexican Stock Exchange is welcome news, particularly given its growing portfolio in Industrial Real Estate —our preferred real estate segment—, and a focus on Logistics —our preferred segment within Industrial Real Estate—. To be developed in several stages, NEXT’s offer included 9 properties (and slightly over 500k sqm of GLA), yet we expect a meaningful increase to over 7.0mn sqm pending regulatory approval after the recent (Aug. 25) shareholder vote to integrate the Jupiter (from e-Group) and FUNO’s industrial real estate portfolios.</li>
<li>We are thus accounting for a complete consolidation during 4Q25, with FY26 the first full year with NEXT’s real estate portfolio.</li>
<li>We therefore see NEXT as solidly positioned to capture current market trends in industrial real estate. </li>
</ul>


After years of drought, NEXT’s IPO on the Mexican Stock Exchange is welcome news, particularly given its growing portfolio in Industrial Real Estate —our preferred real estate segment—, and a focus on Logistics —our preferred segment within Industrial Real Estate—. To be developed in several stages, NEXT’s offer included 9 properties (and slightly over 500k sqm of GLA), yet we expect a meaningful increase to over 7.0mn sqm pending regulatory approval after the recent (Aug. 25) shareholder vote to integrate the Jupiter (from e-Group) and FUNO’s industrial real estate portfolios.
We are thus accounting for a complete consolidation during 4Q25, with FY26 the first full year with NEXT’s real estate portfolio.
We therefore see NEXT as solidly positioned to capture current market trends in industrial real estate. 


Real Estate: A Welcomed New Player in Town (Coverage Initiation)