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Mexican (IPC) Real Estate Sector Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies21
  • 7D-0.3%
  • 3M3.0%
  • 1Y19.4%
  • YTD-0.1%

Over the last 7 days, the Real Estate industry has remained flat, although notably Fibra Nova gained 3.5%. As for the the longer term, the industry is up 20% over the past 12 months. Earnings are forecast to grow by 8.7% annually.

Sector Valuation and Performance

Has the Mexican Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Jan 2026Mex$592.3bMex$106.6bMex$57.7b8.8x10.3x5.6x
Fri, 05 Dec 2025Mex$571.9bMex$106.6bMex$57.8b8.7x9.9x5.4x
Sun, 02 Nov 2025Mex$558.3bMex$100.7bMex$54.2b8.9x10.3x5.5x
Tue, 30 Sep 2025Mex$571.8bMex$104.9bMex$65.2b6.9x8.8x5.5x
Thu, 28 Aug 2025Mex$549.6bMex$105.0bMex$65.2b7.3x8.4x5.2x
Sat, 26 Jul 2025Mex$552.5bMex$101.9bMex$69.4b7.7x8x5.4x
Mon, 23 Jun 2025Mex$554.1bMex$100.6bMex$70.0b7.6x7.9x5.5x
Wed, 21 May 2025Mex$551.2bMex$99.0bMex$68.6b7.2x8x5.6x
Fri, 18 Apr 2025Mex$528.4bMex$95.3bMex$78.0b7.5x6.8x5.5x
Sun, 16 Mar 2025Mex$540.3bMex$91.9bMex$78.0b7x6.9x5.9x
Tue, 11 Feb 2025Mex$537.0bMex$83.4bMex$73.2b7.8x7.3x6.4x
Thu, 09 Jan 2025Mex$512.0bMex$83.4bMex$73.2b7.1x7x6.1x
Sat, 07 Dec 2024Mex$509.4bMex$81.8bMex$71.9b7.5x7.1x6.2x
Mon, 04 Nov 2024Mex$527.8bMex$81.8bMex$71.9b7.6x7.3x6.5x
Wed, 02 Oct 2024Mex$509.0bMex$78.7bMex$72.0b7x7.1x6.5x
Fri, 30 Aug 2024Mex$501.6bMex$78.7bMex$72.1b7.2x7x6.4x
Sun, 28 Jul 2024Mex$498.5bMex$78.2bMex$68.2b7.1x7.3x6.4x
Tue, 25 Jun 2024Mex$502.4bMex$78.0bMex$69.5b5.8x7.2x6.4x
Thu, 23 May 2024Mex$530.7bMex$77.7bMex$69.0b6x7.7x6.8x
Sat, 20 Apr 2024Mex$517.2bMex$75.8bMex$68.2b6.1x7.6x6.8x
Mon, 18 Mar 2024Mex$532.7bMex$79.2bMex$63.5b7x8.4x6.7x
Wed, 14 Feb 2024Mex$537.9bMex$77.7bMex$70.5b6.5x7.6x6.9x
Fri, 12 Jan 2024Mex$646.4bMex$87.1bMex$68.7b9.5x9.4x7.4x
Sun, 10 Dec 2023Mex$636.9bMex$87.2bMex$68.8b9x9.3x7.3x
Tue, 07 Nov 2023Mex$618.2bMex$87.2bMex$68.9b8.5x9x7.1x
Thu, 05 Oct 2023Mex$601.1bMex$85.6bMex$62.6b10x9.6x7x
Sat, 02 Sep 2023Mex$597.7bMex$78.4bMex$60.2b10.6x9.9x7.6x
Mon, 31 Jul 2023Mex$594.1bMex$76.8bMex$57.6b11x10.3x7.7x
Wed, 28 Jun 2023Mex$575.6bMex$75.7bMex$56.5b11x10.2x7.6x
Fri, 26 May 2023Mex$567.8bMex$75.9bMex$55.7b12.5x10.2x7.5x
Sun, 23 Apr 2023Mex$580.2bMex$74.2bMex$55.6b11.5x10.4x7.8x
Tue, 21 Mar 2023Mex$310.9bMex$42.9bMex$32.8b17.6x9.5x7.2x
Thu, 16 Feb 2023Mex$575.9bMex$72.2bMex$55.7b8.8x10.3x8x
Sat, 14 Jan 2023Mex$566.0bMex$71.7bMex$60.5b9.2x9.4x7.9x
Price to Earnings Ratio

9.4x


Total Market Cap: Mex$566.0bTotal Earnings: Mex$60.5bTotal Revenue: Mex$71.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Real Estate Sector Price to Earnings3Y Average 8.6x202420252026
Current Industry PE
  • Investors are optimistic on the Mexican Real Estate industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 10.3x which is higher than its 3-year average PE of 8.6x.
  • The 3-year average PS ratio of 6.6x is higher than the industry's current PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 14% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Mexican Real Estate sector?

MX Market0.77%
Real Estate-0.34%
Hotel and Resort REITs1.41%
Specialized REITs0.025%
Office REITs0%0
Real Estate-0.0025%
REITS-0.40%
Industrial REITs-0.56%
Retail REITs-1.52%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 39.1x.
    • Analysts are expecting annual earnings growth of 27.5%, which is higher than its past year's earnings growth of 7.6% per year.
  • Investors are most pessimistic about the Retail REITs industry, which is trading close to its 3-year average of 2.9x.
Forecasted Growth
  • Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 7.6% per year.
  • In contrast, the Retail REITs industry is expected to see its earnings decline by 33% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FNOVA 17 Fibra NovaMex$37.723.5%
+Mex$748.1m		63.3%PB1.3x
FMTY 14 Fibra MtyP.I. deMex$15.510.8%
+Mex$292.5m		41.4%PB1.2x
FPLUS 16 Fibra PlusMex$5.838.2%
+Mex$278.6m		-13.0%PB0.3x
FIHO 12 FibraHotelMex$7.922.9%
+Mex$173.6m		-23.5%PB0.5x
TERRA 13 FIBRA TerrafinaMex$39.680.5%
+Mex$141.5m		16.2%PB0.7x

Latest News

FIBRAMQ 12
Mex$34.02
FIBRA Macquarie México
7D
-0.2%
1Y
9.9%
VESTA *
Mex$54.78
Corporación Inmobiliaria Vesta. de
7D
-0.2%
1Y
5.0%
FIBRAPL 14
Mex$77.35
FIBRA Prologis
7D
-1.4%
1Y
35.7%
FPLUS 16
Mex$5.83
Fibra Plus
7D
8.2%
1Y
-13.0%
FUNO 11
Mex$26.52
Fibra UNO
7D
-1.2%
1Y
28.4%

FUNO 11: Higher Funding Costs Will Likely Pressure Future Earnings Quality

Analysts have lowered their price target for Fibra UNO slightly, by less than $0.05. Modest adjustments to discount rates and forward earnings assumptions more than offset marginal improvements in projected growth and profitability.
DANHOS 13
Mex$27.69
Fibra Danhos
7D
-1.4%
1Y
38.5%

DANHOS 13: Stable Profitability And Multiples Will Support Measured Long Term Returns

Analysts have modestly raised their price target on Fibra Danhos from approximately $30.87 to $31.39, reflecting slightly stronger expectations for profitability and future valuation multiples, despite largely unchanged assumptions for revenue growth and discount rates. Valuation Changes Fair Value: Raised slightly from MX$30.87 to MX$31.39 per CBFI, implying a modest uplift in intrinsic valuation.
FMTY 14
Mex$15.51
Fibra MtyP.I. de
7D
0.8%
1Y
41.4%
FINN 13
Mex$5.66
Fideicomiso Irrevocable db/1616
7D
-0.7%
1Y
5.8%
DINE B
Mex$21.65
DINE. de
7D
0.7%
1Y
n/a
FIBRAHD 15
Mex$2.60
Fideicomiso Irrevocable No. F/1523
7D
13.5%
1Y
4.0%
TERRA 13
Mex$39.68
FIBRA Terrafina
7D
0.5%
1Y
16.2%
FSHOP 13
Mex$9.09
Fibra Shop
7D
-1.5%
1Y
4.5%
FNOVA 17
Mex$37.72
Fibra Nova
7D
3.5%
1Y
63.3%
FIHO 12
Mex$7.92
FibraHotel
7D
2.9%
1Y
-23.5%