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AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Mexico City Logistics Will Expand Amid Tariff And Oversupply Risks

Key Takeaways Strong demand from e-commerce and nearshoring, combined with record rental spreads, is driving sustainable rent growth and higher earnings potential. Operational efficiencies and strategic acquisitions are boosting cash flow, while government policies and infrastructure improvements further support long-term demand and portfolio value.

Mex$77.44

FV

8.5% undervalued

2.75%

Revenue growth p.a.

0

0

5

17 days ago