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Mexican (IPC) Real Estate Sector Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies21
  • 7D1.7%
  • 3M6.5%
  • 1Y21.4%
  • YTD8.4%

In the last week, the Real Estate industry is up 1.7%, with Fibra UNO up 4.0%. In the last 12 months, the industry was up 21%. Earnings are forecast to grow by 4.5% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Apr 2026Mex$614.7bMex$97.3bMex$60.3b9.1x10.2x6.3x
Tue, 10 Mar 2026Mex$561.8bMex$100.8bMex$60.1b8.2x9.3x5.6x
Thu, 05 Feb 2026Mex$597.8bMex$106.4bMex$57.7b9.1x10.4x5.6x
Sat, 03 Jan 2026Mex$587.1bMex$106.6bMex$57.7b8.8x10.2x5.5x
Mon, 01 Dec 2025Mex$583.1bMex$106.6bMex$57.8b9.1x10.1x5.5x
Wed, 29 Oct 2025Mex$578.5bMex$106.0bMex$58.6b10.8x9.9x5.5x
Fri, 26 Sep 2025Mex$569.2bMex$104.9bMex$65.2b7x8.7x5.4x
Sun, 24 Aug 2025Mex$554.3bMex$104.9bMex$65.2b7.3x8.5x5.3x
Tue, 22 Jul 2025Mex$549.9bMex$100.7bMex$71.4b7.8x7.7x5.5x
Thu, 19 Jun 2025Mex$556.2bMex$100.6bMex$70.0b7.6x7.9x5.5x
Sat, 17 May 2025Mex$547.4bMex$99.0bMex$68.7b7.2x8x5.5x
Mon, 14 Apr 2025Mex$527.5bMex$95.6bMex$78.1b7.3x6.8x5.5x
Wed, 12 Mar 2025Mex$533.0bMex$91.9bMex$78.1b6.8x6.8x5.8x
Fri, 07 Feb 2025Mex$535.4bMex$83.4bMex$73.2b7.8x7.3x6.4x
Sun, 05 Jan 2025Mex$501.9bMex$81.9bMex$72.0b7.4x7x6.1x
Tue, 03 Dec 2024Mex$505.1bMex$81.8bMex$71.9b7.3x7x6.2x
Thu, 31 Oct 2024Mex$510.1bMex$79.9bMex$74.4b6.7x6.9x6.4x
Sat, 28 Sep 2024Mex$511.7bMex$78.7bMex$72.0b7.2x7.1x6.5x
Mon, 26 Aug 2024Mex$515.0bMex$78.5bMex$71.8b7.2x7.2x6.6x
Wed, 24 Jul 2024Mex$504.0bMex$73.1bMex$65.1b6.8x7.7x6.9x
Fri, 21 Jun 2024Mex$508.4bMex$78.1bMex$69.7b5.8x7.3x6.5x
Sun, 19 May 2024Mex$535.4bMex$77.7bMex$69.0b5.7x7.8x6.9x
Tue, 16 Apr 2024Mex$524.4bMex$75.6bMex$61.7b6.1x8.5x6.9x
Thu, 14 Mar 2024Mex$539.4bMex$79.2bMex$63.5b7.1x8.5x6.8x
Sat, 10 Feb 2024Mex$535.7bMex$77.9bMex$69.1b6.6x7.8x6.9x
Mon, 08 Jan 2024Mex$648.2bMex$87.1bMex$68.6b9.5x9.4x7.4x
Wed, 06 Dec 2023Mex$624.3bMex$87.2bMex$68.8b8.9x9.1x7.2x
Fri, 03 Nov 2023Mex$605.2bMex$87.1bMex$68.9b8.3x8.8x6.9x
Sun, 01 Oct 2023Mex$597.1bMex$85.0bMex$61.7b10.7x9.7x7x
Tue, 29 Aug 2023Mex$588.4bMex$77.1bMex$57.7b10.8x10.2x7.6x
Thu, 27 Jul 2023Mex$592.4bMex$76.5bMex$54.9b11.7x10.8x7.7x
Sat, 24 Jun 2023Mex$578.7bMex$75.7bMex$56.5b11.1x10.2x7.6x
Mon, 22 May 2023Mex$566.1bMex$75.7bMex$55.7b12.5x10.2x7.5x
Wed, 19 Apr 2023Mex$577.4bMex$73.9bMex$58.8b10.2x9.8x7.8x
Price to Earnings Ratio

9.8x


Total Market Cap: Mex$577.4bTotal Earnings: Mex$58.8bTotal Revenue: Mex$73.9bTotal 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 6.4x.
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 9.6% 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 Market0.99%
Real Estate1.69%
Retail REITs3.09%
REITS2.92%
Industrial REITs2.27%
Office REITs0%0
Real Estate-0.042%
Hotel and Resort REITs-0.35%
Specialized REITs-0.62%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 7.6x.
    • Analysts are expecting annual earnings growth of 15.6%, which is higher than its past year's earnings decline of 61.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Industrial REITs industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 61% per year.
  • 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
FUNO 11 Fibra UNOMex$30.674.0%
+Mex$4.5b		32.4%PB0.6x
FIBRAPL 14 FIBRA PrologisMex$80.352.3%
+Mex$3.0b		26.3%PB1x
FMTY 14 Fibra MtyP.I. deMex$15.642.8%
+Mex$1.0b		30.7%PB1.2x
FVIA 16 Infraestructura Viable deMex$19.543.1%
+Mex$726.6m		-8.7%PB0.7x
FNOVA 17 Fibra NovaMex$38.252.7%
+Mex$605.7m		45.7%PB1.3x

Latest News

FIBRAMQ 12
Mex$41.97
FIBRA Macquarie México
7D
1.1%
1Y
39.3%

FIBRAMQ 12: Tijuana Land Bank Expansion Will Support Future Upside

Analysts have nudged their price target for FIBRA Macquarie México up from MX$72.44 to MX$74.18, citing updated assumptions around revenue, profit margins and future P/E that fine tune their outlook rather than changing it dramatically. What's in the News FIBRA Macquarie México agreed to acquire a 124 hectare land parcel along Tijuana's Boulevard 2000 submarket for US$113.8 million, excluding transaction costs and taxes (Key Developments).
FMTY 14
Mex$15.64
Fibra MtyP.I. de
7D
2.8%
1Y
30.7%
FIBRAPL 14
Mex$80.35
FIBRA Prologis
7D
2.3%
1Y
26.3%

FIBRAPL 14: Downgrade And Distribution Updates Will Shape Future Returns

Analysts have made a slight adjustment to their fair value estimate for FIBRA Prologis, increasing the target from MX$82.98 to MX$83.10 as they update assumptions on the discount rate, revenue growth, profit margin and future P/E in light of recent Street research, including a downgrade. Analyst Commentary Recent Street research has led some bearish analysts to lower their stance on FIBRA Prologis, even as fair value estimates are being fine tuned rather than completely reworked.
FSHOP 13
Mex$11.66
Fibra Shop
7D
3.1%
1Y
32.0%
FUNO 11
Mex$30.67
Fibra UNO
7D
4.0%
1Y
32.4%

FUNO 11: Higher Modeled P E And Dividend Support Future Repricing

Analysts raised the Fibra UNO fair value estimate to MX$42.00 from MX$40.00, reflecting slightly higher modeled revenue growth, a small adjustment to the discount rate, and a higher future P/E assumption following recent Street research that included a MX$3 Fibra UNO price target increase at Barclays. Analyst Commentary Recent Street research on Fibra UNO has been limited, but the latest action is constructive for investors watching valuation signals.
DANHOS 13
Mex$28.50
Fibra Danhos
7D
0.7%
1Y
26.8%

DANHOS 13: Higher Fair Value And Margin Outlook Will Support Upside Potential

Analysts have nudged their price target for Fibra Danhos slightly higher to MX$31.25 from MX$31.13, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Fibra Danhos was removed as a constituent of the FTSE All-World Index (USD) in an index review classified as an Index Constituent Drops event (Key Developments).
FNOVA 17
Mex$38.25
Fibra Nova
7D
2.7%
1Y
45.7%
FPLUS 16
Mex$5.28
Fibra Plus
7D
-0.4%
1Y
-16.2%
FINN 13
Mex$5.10
Fideicomiso Irrevocable db/1616
7D
-1.4%
1Y
7.6%
FVIA 16
Mex$19.54
Infraestructura Viable de
7D
3.1%
1Y
-8.7%
FEXI 21
Mex$19.70
México Infrastructure Partners F1P.I. de
7D
-2.6%
1Y
-0.3%
GICSA B
Mex$2.76
Grupo Gicsa. de
7D
-3.5%
1Y
7.4%