Analysis Article • Jul 29
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Mexican (IPC) Real Estate Sector Analysis
UpdatedAug 26, 2026
DataAggregated Company Financials
Companies22
- 7D1.3%
- 3M-1.9%
- 1Y10.6%
- YTD2.8%
Over the last 7 days, the Real Estate industry has risen 1.3%, driven by gains from FIBRA Prologis of 3.9%. In the last 12 months, the industry was up 11%. As for the next few years, earnings are expected to grow by 5.2% per annum.
Sector Valuation and Performance
Has the Mexican Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | Mex$781.9b | Mex$114.7b | Mex$66.2b | 8.8x | 11.8x | 6.8x |
| Fri, 24 Jul 2026 | Mex$637.1b | Mex$99.9b | Mex$60.8b | 8.7x | 10.5x | 6.4x |
| Sun, 21 Jun 2026 | Mex$640.7b | Mex$102.1b | Mex$62.0b | 8.9x | 10.3x | 6.3x |
| Tue, 19 May 2026 | Mex$632.7b | Mex$100.5b | Mex$62.3b | 8.5x | 10.2x | 6.3x |
| Thu, 16 Apr 2026 | Mex$622.8b | Mex$102.4b | Mex$60.3b | 9.2x | 10.3x | 6.1x |
| Sat, 14 Mar 2026 | Mex$555.2b | Mex$100.9b | Mex$59.9b | 8.2x | 9.3x | 5.5x |
| Mon, 09 Feb 2026 | Mex$606.7b | Mex$106.4b | Mex$57.7b | 9.1x | 10.5x | 5.7x |
| Wed, 07 Jan 2026 | Mex$592.3b | Mex$106.6b | Mex$57.7b | 8.8x | 10.3x | 5.6x |
| Fri, 05 Dec 2025 | Mex$571.9b | Mex$106.6b | Mex$57.8b | 8.7x | 9.9x | 5.4x |
| Sun, 02 Nov 2025 | Mex$558.3b | Mex$100.7b | Mex$54.2b | 8.9x | 10.3x | 5.5x |
| Tue, 30 Sep 2025 | Mex$571.8b | Mex$104.9b | Mex$65.2b | 6.9x | 8.8x | 5.5x |
| Thu, 28 Aug 2025 | Mex$549.6b | Mex$105.0b | Mex$65.2b | 7.3x | 8.4x | 5.2x |
| Sat, 26 Jul 2025 | Mex$552.5b | Mex$101.9b | Mex$69.4b | 7.7x | 8x | 5.4x |
| Mon, 23 Jun 2025 | Mex$554.1b | Mex$100.6b | Mex$70.0b | 7.6x | 7.9x | 5.5x |
| Wed, 21 May 2025 | Mex$551.2b | Mex$99.0b | Mex$68.6b | 7.2x | 8x | 5.6x |
| Fri, 18 Apr 2025 | Mex$528.4b | Mex$95.3b | Mex$78.0b | 7.5x | 6.8x | 5.5x |
| Sun, 16 Mar 2025 | Mex$540.3b | Mex$91.9b | Mex$78.0b | 7x | 6.9x | 5.9x |
| Tue, 11 Feb 2025 | Mex$537.0b | Mex$83.4b | Mex$73.2b | 7.8x | 7.3x | 6.4x |
| Thu, 09 Jan 2025 | Mex$512.0b | Mex$83.4b | Mex$73.2b | 7.1x | 7x | 6.1x |
| Sat, 07 Dec 2024 | Mex$509.4b | Mex$81.8b | Mex$71.9b | 7.5x | 7.1x | 6.2x |
| Mon, 04 Nov 2024 | Mex$527.8b | Mex$81.8b | Mex$71.9b | 7.6x | 7.3x | 6.5x |
| Wed, 02 Oct 2024 | Mex$509.0b | Mex$78.7b | Mex$72.0b | 7x | 7.1x | 6.5x |
| Fri, 30 Aug 2024 | Mex$501.6b | Mex$78.7b | Mex$72.1b | 7.2x | 7x | 6.4x |
| Sun, 28 Jul 2024 | Mex$498.5b | Mex$78.2b | Mex$68.2b | 7.1x | 7.3x | 6.4x |
| Tue, 25 Jun 2024 | Mex$502.4b | Mex$78.0b | Mex$69.5b | 5.8x | 7.2x | 6.4x |
| Thu, 23 May 2024 | Mex$530.7b | Mex$77.7b | Mex$69.0b | 6x | 7.7x | 6.8x |
| Sat, 20 Apr 2024 | Mex$517.2b | Mex$75.8b | Mex$68.2b | 6.1x | 7.6x | 6.8x |
| Mon, 18 Mar 2024 | Mex$532.7b | Mex$79.2b | Mex$63.5b | 7x | 8.4x | 6.7x |
| Wed, 14 Feb 2024 | Mex$537.9b | Mex$77.7b | Mex$70.5b | 6.5x | 7.6x | 6.9x |
| Fri, 12 Jan 2024 | Mex$646.4b | Mex$87.1b | Mex$68.7b | 9.5x | 9.4x | 7.4x |
| Sun, 10 Dec 2023 | Mex$636.9b | Mex$87.2b | Mex$68.8b | 9x | 9.3x | 7.3x |
| Tue, 07 Nov 2023 | Mex$618.2b | Mex$87.2b | Mex$68.9b | 8.5x | 9x | 7.1x |
| Thu, 05 Oct 2023 | Mex$601.1b | Mex$85.6b | Mex$62.6b | 10x | 9.6x | 7x |
| Sat, 02 Sep 2023 | Mex$597.7b | Mex$78.4b | Mex$60.2b | 10.6x | 9.9x | 7.6x |
Price to Earnings Ratio
9.9x
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 11.8x 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 6.2x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 3.2% per year over the last three years.
- Revenues for these companies have grown 14% 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 Market | 3.22% | |
| Real Estate | 1.34% | |
| Industrial REITs | 2.31% | |
| REITS | 1.96% | |
| Real Estate | 1.70% | |
| Office REITs | 0% | 0 |
| Retail REITs | -0.31% | |
| Hotel and Resort REITs | -0.66% | |
| Specialized REITs | -1.65% | |
Industry PE
- Investors are most optimistic about the Specialized REITs industry, which is trading close to its 3-year average PE ratio of 22.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 105% over the next 5 years.
- In contrast, the Real Estate industry is expected to see its earnings decline by 27% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FIBRAPL 14 FIBRA Prologis | Mex$76.53 | 3.9% +Mex$4.8b | 11.9% | PB1x | |
| FUNO 11 Fibra UNO | Mex$29.88 | 2.9% +Mex$3.2b | 15.5% | PB0.6x | |
| VESTA * Corporación Inmobiliaria Vesta. de | Mex$59.33 | 2.9% +Mex$1.5b | 14.9% | PE7.8x | |
| FMTY 14 Fibra MtyP.I. de | Mex$14.36 | 1.6% +Mex$1.1b | 7.5% | PB1.1x | |
| DANHOS 13 Fibra Danhos | Mex$28.77 | 0.9% +Mex$420.9m | 11.0% | PB0.7x |