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Mexican (IPC) Real Estate Sector Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies21
  • 7D0.8%
  • 3M2.9%
  • 1Y11.9%
  • YTD8.3%

Over the last 7 days, the Real Estate industry has remained flat, although notably Fibra UNO gained 3.0%. The past year has been better, since the industry has gained 12% in that time. Earnings are forecast to grow by 2.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 May 2026Mex$634.7bMex$100.5bMex$62.3b8.3x10.2x6.3x
Sat, 25 Apr 2026Mex$630.1bMex$101.9bMex$60.4b8.8x10.4x6.2x
Mon, 23 Mar 2026Mex$558.5bMex$100.9bMex$59.9b8.6x9.3x5.5x
Wed, 18 Feb 2026Mex$611.9bMex$106.5bMex$55.0b8.6x11.1x5.7x
Fri, 16 Jan 2026Mex$599.9bMex$106.5bMex$57.7b9.1x10.4x5.6x
Sun, 14 Dec 2025Mex$578.7bMex$106.6bMex$57.8b8.5x10x5.4x
Tue, 11 Nov 2025Mex$592.4bMex$106.6bMex$57.8b9.1x10.2x5.6x
Thu, 09 Oct 2025Mex$574.6bMex$104.9bMex$65.2b7.1x8.8x5.5x
Sat, 06 Sep 2025Mex$564.9bMex$105.0bMex$65.2b7.2x8.7x5.4x
Mon, 04 Aug 2025Mex$558.5bMex$105.3bMex$65.9b7.1x8.5x5.3x
Wed, 02 Jul 2025Mex$557.3bMex$100.5bMex$70.0b7.7x8x5.5x
Fri, 30 May 2025Mex$575.8bMex$99.2bMex$68.0b8.3x8.5x5.8x
Sun, 27 Apr 2025Mex$545.8bMex$95.5bMex$79.2b7.6x6.9x5.7x
Tue, 25 Mar 2025Mex$541.7bMex$92.2bMex$78.1b7x6.9x5.9x
Thu, 20 Feb 2025Mex$539.0bMex$85.8bMex$75.4b7.7x7.2x6.3x
Sat, 18 Jan 2025Mex$508.3bMex$83.5bMex$73.3b7.6x6.9x6.1x
Mon, 16 Dec 2024Mex$511.6bMex$81.8bMex$71.8b7.4x7.1x6.3x
Wed, 13 Nov 2024Mex$496.1bMex$81.9bMex$72.0b7.4x6.9x6.1x
Fri, 11 Oct 2024Mex$510.9bMex$78.6bMex$71.9b7x7.1x6.5x
Sun, 08 Sep 2024Mex$505.6bMex$78.8bMex$72.1b7x7x6.4x
Tue, 06 Aug 2024Mex$473.7bMex$78.6bMex$71.9b7.1x6.6x6x
Thu, 04 Jul 2024Mex$495.1bMex$78.0bMex$69.6b5.8x7.1x6.3x
Sat, 01 Jun 2024Mex$520.1bMex$77.8bMex$69.1b5.8x7.5x6.7x
Mon, 29 Apr 2024Mex$533.5bMex$76.9bMex$67.0b6.8x8x6.9x
Wed, 27 Mar 2024Mex$533.2bMex$79.2bMex$63.5b7.1x8.4x6.7x
Fri, 23 Feb 2024Mex$543.5bMex$78.4bMex$68.7b6.7x7.9x6.9x
Sun, 21 Jan 2024Mex$641.0bMex$87.2bMex$71.5b9.5x9x7.3x
Tue, 19 Dec 2023Mex$647.1bMex$87.2bMex$68.7b9.3x9.4x7.4x
Thu, 16 Nov 2023Mex$617.6bMex$87.2bMex$68.8b8.8x9x7.1x
Sat, 14 Oct 2023Mex$601.7bMex$85.6bMex$62.7b10.3x9.6x7x
Mon, 11 Sep 2023Mex$607.3bMex$85.1bMex$61.7b10.7x9.8x7.1x
Wed, 09 Aug 2023Mex$601.0bMex$77.1bMex$57.4b11x10.5x7.8x
Fri, 07 Jul 2023Mex$597.6bMex$76.1bMex$55.3b12.2x10.8x7.8x
Sun, 04 Jun 2023Mex$574.3bMex$75.9bMex$55.7b12.4x10.3x7.6x
Price to Earnings Ratio

10.3x


Total Market Cap: Mex$574.3bTotal Earnings: Mex$55.7bTotal Revenue: Mex$75.9bTotal 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 10.2x which is higher than its 3-year average PE of 8.6x.
  • The industry is trading close to its 3-year average PS ratio of 6.3x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 3.8% per year over the last three years.
  • Revenues for these companies have grown 9.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

MX Market0.40%
Real Estate0.79%
Industrial REITs2.29%
REITS1.32%
Real Estate0.51%
Office REITs0%0
Hotel and Resort REITs-0.80%
Specialized REITs-2.93%
Retail REITs-4.38%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 7.9x.
    • Analysts are expecting annual earnings growth of 17.9%, which is higher than its past year's earnings decline of 33.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 72% over the next 5 years.
  • In contrast, the Retail REITs industry is expected to see its earnings decline by 26% 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
FIBRAPL 14 FIBRA PrologisMex$82.073.8%
+Mex$5.1b		15.1%PB1.1x
FUNO 11 Fibra UNOMex$30.223.9%
+Mex$4.3b		14.2%PB0.6x
VESTA * Corporación Inmobiliaria Vesta. deMex$60.812.8%
+Mex$1.6b		7.7%PE9.9x
FIBRAMQ 12 FIBRA Macquarie MéxicoMex$44.170.9%
+Mex$311.0m		36.1%PB0.8x
FNOVA 17 Fibra NovaMex$43.931.0%
+Mex$255.3m		66.4%PB1.5x

Latest News

GICSA B
Mex$3.60
Grupo Gicsa. de
7D
0.6%
1Y
35.8%
FPLUS 16
Mex$5.09
Fibra Plus
7D
0.6%
1Y
-16.3%
FUNO 11
Mex$30.22
Fibra UNO
7D
3.9%
1Y
14.2%
Narrative Update • May 22

FUNO 11: Stable MX 42 Anchor And Dividend Outlook May Support Repricing

Analysts kept their MX$42.00 price target for Fibra UNO unchanged, citing only slight tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E that did not materially shift their overall view. Analyst Commentary Recent commentary around Fibra UNO has centered on how current expectations line up with its MX$42.00 price target, rather than on sweeping changes to the underlying thesis.
DANHOS 13
Mex$27.14
Fibra Danhos
7D
0.3%
1Y
-2.9%
Narrative Update • May 17

DANHOS 13: Index Removal And Stable Assumptions Will Support Future Returns

Analysts have kept their MX$31.38 price target for Fibra Danhos unchanged, citing only slight tweaks to assumptions for discount rate, revenue growth, profit margin, and future P/E that largely offset one another. What's in the News Fibra Danhos was removed from the FTSE All-World Index (USD), which changed its status within that global equity benchmark (Key Developments).
VESTA *
Mex$60.81
Corporación Inmobiliaria Vesta. de
7D
2.8%
1Y
7.7%
STORAGE 18
Mex$24.69
FIBRA Storage
7D
-0.8%
1Y
21.6%
FIBRAMQ 12
Mex$44.17
FIBRA Macquarie México
7D
0.9%
1Y
36.1%
Narrative Update • May 10

FIBRAMQ 12: Tijuana Land Expansion Will Pressure Execution And Future Returns

Analysts have adjusted their MX$39.00 price target for FIBRA Macquarie México, citing updated assumptions on revenue growth, margins and future P/E. Some research has turned more cautious, although the fair value estimate remains at MX$39.00.
FMTY 14
Mex$14.45
Fibra MtyP.I. de
7D
-1.8%
1Y
3.2%
FNOVA 17
Mex$43.93
Fibra Nova
7D
1.0%
1Y
66.4%
FIBRAPL 14
Mex$82.07
FIBRA Prologis
7D
3.8%
1Y
15.1%
FSHOP 13
Mex$12.17
Fibra Shop
7D
-3.3%
1Y
36.9%
FINN 13
Mex$4.94
Fideicomiso Irrevocable db/1616
7D
-0.8%
1Y
-1.2%
FIHO 12
Mex$7.30
FibraHotel
7D
-5.2%
1Y
-19.7%
FIBRAHD 15
Mex$2.25
Fideicomiso Irrevocable No. F/1523
7D
-2.2%
1Y
0.4%
FEXI 21
Mex$18.97
México Infrastructure Partners F1P.I. de
7D
-1.8%
1Y
-3.3%
EDUCA 18
Mex$56.99
Fideicomiso Irrevocable No. F/3277 en Banco Invex S. A. Institución de Banca Múltiple INVEX Grupo
7D
-3.4%
1Y
1.0%