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Mexican (IPC) Real Estate Sector Analysis

UpdatedJan 04, 2026
DataAggregated Company Financials
Companies21
  • 7D0.3%
  • 3M3.0%
  • 1Y19.2%
  • YTD0%

Over the last 7 days, the Real Estate industry has remained flat. The past year has been better, since the industry has gained 19% in that time. Earnings are forecast to grow by 7.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Jan 2026Mex$589.1bMex$106.6bMex$57.7b8.8x10.2x5.5x
Wed, 03 Dec 2025Mex$577.7bMex$106.6bMex$57.8b9x10x5.4x
Fri, 31 Oct 2025Mex$578.2bMex$106.7bMex$57.1b8.7x10.1x5.4x
Sun, 28 Sep 2025Mex$568.7bMex$104.9bMex$65.2b7x8.7x5.4x
Tue, 26 Aug 2025Mex$553.0bMex$105.0bMex$65.2b7.3x8.5x5.3x
Thu, 24 Jul 2025Mex$549.0bMex$100.7bMex$72.1b7.7x7.6x5.4x
Sat, 21 Jun 2025Mex$554.1bMex$100.6bMex$70.0b7.6x7.9x5.5x
Mon, 19 May 2025Mex$547.8bMex$99.0bMex$68.7b7.2x8x5.5x
Wed, 16 Apr 2025Mex$530.2bMex$95.5bMex$78.1b7.3x6.8x5.5x
Fri, 14 Mar 2025Mex$534.4bMex$91.9bMex$78.1b6.9x6.8x5.8x
Sun, 09 Feb 2025Mex$537.0bMex$83.4bMex$73.2b7.8x7.3x6.4x
Tue, 07 Jan 2025Mex$501.9bMex$81.8bMex$71.9b6.9x7x6.1x
Thu, 05 Dec 2024Mex$504.4bMex$81.8bMex$71.9b7.3x7x6.2x
Sat, 02 Nov 2024Mex$528.4bMex$81.6bMex$72.0b7.6x7.3x6.5x
Mon, 30 Sep 2024Mex$510.6bMex$78.7bMex$72.0b7.2x7.1x6.5x
Wed, 28 Aug 2024Mex$511.6bMex$78.7bMex$72.0b7.1x7.1x6.5x
Fri, 26 Jul 2024Mex$503.3bMex$78.4bMex$65.6b6.5x7.7x6.4x
Sun, 23 Jun 2024Mex$502.3bMex$78.0bMex$69.6b5.7x7.2x6.4x
Tue, 21 May 2024Mex$535.4bMex$77.7bMex$69.0b5.9x7.8x6.9x
Thu, 18 Apr 2024Mex$518.2bMex$75.7bMex$61.8b6.1x8.4x6.8x
Sat, 16 Mar 2024Mex$536.2bMex$79.2bMex$63.5b7.1x8.4x6.8x
Mon, 12 Feb 2024Mex$535.7bMex$77.9bMex$69.1b6.6x7.8x6.9x
Wed, 10 Jan 2024Mex$648.4bMex$87.2bMex$68.7b9.5x9.4x7.4x
Fri, 08 Dec 2023Mex$627.9bMex$87.3bMex$68.8b9x9.1x7.2x
Sun, 05 Nov 2023Mex$617.5bMex$87.2bMex$68.8b8.5x9x7.1x
Tue, 03 Oct 2023Mex$597.1bMex$85.1bMex$61.8b10.7x9.7x7x
Thu, 31 Aug 2023Mex$604.9bMex$78.2bMex$60.1b10.9x10.1x7.7x
Sat, 29 Jul 2023Mex$593.7bMex$77.3bMex$56.5b11.1x10.5x7.7x
Mon, 26 Jun 2023Mex$572.1bMex$75.7bMex$56.5b11x10.1x7.6x
Wed, 24 May 2023Mex$563.8bMex$76.0bMex$55.8b12.4x10.1x7.4x
Fri, 21 Apr 2023Mex$576.9bMex$74.1bMex$55.5b11.5x10.4x7.8x
Sun, 19 Mar 2023Mex$384.9bMex$47.5bMex$43.4b10.4x8.9x8.1x
Tue, 14 Feb 2023Mex$575.7bMex$72.2bMex$55.7b8.8x10.3x8x
Thu, 12 Jan 2023Mex$562.6bMex$71.7bMex$60.5b9.3x9.3x7.8x
Price to Earnings Ratio

9.3x


Total Market Cap: Mex$562.6bTotal 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 10.2x 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 5.5x.
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 Market-1.44%
Real Estate0.34%
Hotel and Resort REITs2.15%
Specialized REITs2.00%
Retail REITs1.00%
REITS0.99%
Office REITs0%0
Industrial REITs-0.51%
Real Estate-0.91%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 38.9x.
    • 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
EDUCA 18 Fideicomiso Irrevocable No. F/3277 en Banco Invex S. A. Institución de Banca Múltiple INVEX GrupoMex$51.503.0%
+Mex$1.8b		-9.6%PB1.9x
FNOVA 17 Fibra NovaMex$37.004.2%
+Mex$884.7m		55.1%PB1.3x
DINE B DINE. deMex$21.504.9%
+Mex$635.7m		n/aPE24.4x
FUNO 11 Fibra UNOMex$27.110.6%
+Mex$571.6m		30.0%PB0.5x
FMTY 14 Fibra MtyP.I. deMex$15.541.4%
+Mex$536.3m		42.8%PB1.2x

Latest News

FPLUS 16
Mex$5.82
Fibra Plus
7D
13.2%
1Y
-17.3%
FUNO 11
Mex$27.11
Fibra UNO
7D
0.6%
1Y
30.0%

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.
FIBRAPL 14
Mex$76.34
FIBRA Prologis
7D
-1.4%
1Y
36.7%

FIBRAPL 14: Future Logistics Acquisitions And Distributions Will Shape Performance Outlook

Analysts have nudged their price target for FIBRA Prologis slightly higher to MXN $80.13 from MXN $79.87, reflecting incremental improvements in expected revenue growth and profit margins, as well as a modestly lower future P E multiple that together support a marginally higher valuation under a slightly reduced discount rate. What's in the News Acquired three fully occupied logistics and industrial buildings in Monterrey, Toluca, and Ciudad Juarez from Prologis for USD 67.1 million, with leases denominated in dollars to customers in sporting goods, consumer packaged goods, and logistics (Key Developments) Announced a quarterly cash distribution of MXN 0.6914 per share, payable on December 11, 2025, with ex dividend and record dates on December 10, 2025 (Key Developments) Called a special and extraordinary shareholders meeting for October 13, 2025, to be held at the company offices on Paseo de la Reforma in Mexico City (Key Developments) Valuation Changes The fair value estimate has risen slightly to MX$80.13 from MX$79.87, reflecting modestly improved fundamentals.
VESTA *
Mex$54.91
Corporación Inmobiliaria Vesta. de
7D
-2.6%
1Y
5.1%

VESTA *: New Lease Momentum Will Drive 2025 Upside Potential

Analysts have modestly raised their price target for Corporación Inmobiliaria Vesta, de, with fair value edging up by approximately 1.7 percent to about 66.96. They cite slightly stronger expected revenue growth, which more than offsets a minor reduction in projected profit margins and a modest increase in the future price-to-earnings multiple.
DANHOS 13
Mex$28.05
Fibra Danhos
7D
-0.4%
1Y
39.1%

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$15.54
Fibra MtyP.I. de
7D
1.4%
1Y
42.8%
DINE B
Mex$21.50
DINE. de
7D
4.9%
1Y
n/a
EDUCA 18
Mex$51.50
Fideicomiso Irrevocable No. F/3277 en Banco Invex S. A. Institución de Banca Múltiple INVEX Grupo
7D
3.0%
1Y
-9.6%
STORAGE 18
Mex$25.00
FIBRA Storage
7D
-0.8%
1Y
37.0%
FSHOP 13
Mex$9.09
Fibra Shop
7D
1.0%
1Y
4.5%
FNOVA 17
Mex$37.00
Fibra Nova
7D
4.2%
1Y
55.1%
FIHO 12
Mex$7.96
FibraHotel
7D
3.4%
1Y
-20.4%