Mexican Real Estate Potentially Undervalued Companies

Fibra UNO

Market Cap: Mex$101.3b

We are a REIT (FIBRA) and are primarily engaged in the acquisition, development, construction, leasing, and operation of industrial, commercial, and office properties.

Fibra Shop

Market Cap: Mex$5.9b

FibraShop (BMV: FSHOP 13) is a unique real estate investment option in Mexico, distinguished by its specialization, highly experienced human capital in the commercial real estate sector, solid operational structure, and corporate governance.

Rayonier

Market Cap: Mex$3.4b

Rayonier is a leading timberland real estate investment trust with assets located in some of the most productive softwood timber growing regions in the United States.

VICI Properties

Market Cap: Mex$32.2b

An S&P 500 experiential real estate investment trust that owns one of the largest portfolios of market-leading gaming, hospitality, wellness, entertainment and leisure destinations, including Caesars Palace Las Vegas, MGM Grand and the Venetian Resort Las Vegas, three of the most iconic entertainment facilities on the Las Vegas Strip.

Unite Group

Market Cap: Mex$2.7b

Unite Students is the UK's largest owner, manager and developer of purpose-built student accommodation (PBSA) serving the country's world-leading higher education sector.

Net Lease Office Properties

Market Cap: Mex$433.8m

Net Lease Office Properties (NYSE: NLOP) is a publicly traded real estate investment trust with a portfolio of 37 high-quality office properties, totaling approximately 5.5 million leasable square feet primarily leased to corporate tenants on a single-tenant net lease basis.

Macerich

Market Cap: Mex$4.6b

Macerich is a fully integrated, self-managed, self-administered real estate investment trust (REIT).

Sun Communities

Market Cap: Mex$15.9b

Established in 1975, Sun Communities, Inc.

Park Hotels & Resorts

Market Cap: Mex$2.0b

Park is one of the largest publicly-traded lodging real estate investment trusts (“REIT”) with a diverse portfolio of iconic and market-leading hotels and resorts with significant underlying real estate value.

FIBRA Terrafina

Market Cap: Mex$30.8b

Terrafina (BMV: TERRA13) is a Mexican real estate investment trust formed primarily to acquire, develop, lease and manage industrial real estate properties in Mexico.

Crown Castle

Market Cap: Mex$39.4b

Crown Castle owns, operates and leases approximately 40,000 cell towers and approximately 90,000 route miles of fiber supporting small cells and fiber solutions across every major U.S.

Fideicomiso Irrevocable db/1616

Market Cap: Mex$3.5b

Fibra Inn is a Mexican trust formed primarily to acquire, develop and rent properties intended for lodging in Mexico.

Fibra Upsite

Market Cap: Mex$2.2b

Focuses on investment management specializing in financial advice, analysis, and portfolio management in Mexico.

Alexandria Real Estate Equities

Market Cap: Mex$9.0b

Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500 company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world.

Americold Realty Trust

Market Cap: Mex$5.1b

Americold is a global leader in temperature-controlled logistics real estate and value-added services.

Office Properties Income Trust

Market Cap: Mex$63.6m

OPI is a national REIT focused on owning and leasing office properties to high credit quality tenants in markets throughout the United States.

Iron Mountain

Market Cap: Mex$26.2b

Iron Mountain Incorporated (NYSE: IRM) is trusted by more than 240,000 customers in 61 countries, including approximately 95% of the Fortune 1000, to help unlock value and intelligence from their assets through services that transcend the physical and digital worlds.

Fibra Danhos

Market Cap: Mex$47.6b

Fibra FIBRA DANHOS is a Mexican trust established primarily to develop, lease, operate, and acquire iconic, premium-quality real estate assets in Mexico.

FibraHotel

Market Cap: Mex$6.6b

A Mexican trust created primarily to acquire, develop, and operate hotels in Mexico.

National Storage Affiliates Trust

Market Cap: Mex$4.3b

A real estate investment trust headquartered in Greenwood Village, Colorado, focused on the ownership, operation and acquisition of self storage properties predominantly located within the top 100 metropolitan statistical areas throughout the United States.

National Health Investors

Market Cap: Mex$3.4b

Incorporated in 1991, National Health Investors, Inc.

Fibra Nova

Market Cap: Mex$19.9b

Fibra Nova is headquartered in Mexico.

Equinix

Market Cap: Mex$76.3b

Equinix, Inc. (Nasdaq: EQIX) shortens the path to boundless connectivity anywhere in the world.

FIBRA Prologis

Market Cap: Mex$124.8b

A leading owner and operator of Class-A industrial real estate in Mexico.

Medical Properties Trust

Market Cap: Mex$3.1b

A self-advised real estate investment trust formed in 2003 to acquire and develop net-leased hospital facilities.

Apple Hospitality REIT

Market Cap: Mex$2.8b

Apple Hospitality REIT, Inc. (NYSE: APLE) is a publicly traded real estate investment trust (“REIT”) that owns one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the United States.

Public Storage

Market Cap: Mex$47.5b

A member of the S&P 500, is a REIT that primarily acquires, develops, owns, and operates self-storage facilities.