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Mexican (IPC) Real Estate Sector Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies22
  • 7D-0.05%
  • 3M-1.7%
  • 1Y13.0%
  • YTD5.4%

In the last week, Real Estate has been flat. The past year has been better, since the industry has gained 13% in that time. As for the next few years, earnings are forecast to decline by 4.2% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026Mex$643.2bMex$101.6bMex$61.9b8.8x10.4x6.3x
Tue, 09 Jun 2026Mex$622.2bMex$100.7bMex$62.5b8.3x10x6.2x
Thu, 07 May 2026Mex$621.8bMex$101.6bMex$62.6b8.7x9.9x6.1x
Sat, 04 Apr 2026Mex$594.4bMex$100.8bMex$59.7b8.8x10x5.9x
Mon, 02 Mar 2026Mex$594.8bMex$101.1bMex$61.0b8.1x9.7x5.9x
Wed, 28 Jan 2026Mex$599.6bMex$106.4bMex$57.7b9x10.4x5.6x
Fri, 26 Dec 2025Mex$586.2bMex$106.5bMex$57.8b8.8x10.1x5.5x
Sun, 23 Nov 2025Mex$577.7bMex$106.7bMex$57.8b8.8x10x5.4x
Tue, 21 Oct 2025Mex$564.3bMex$104.9bMex$65.2b7x8.7x5.4x
Thu, 18 Sep 2025Mex$572.7bMex$104.9bMex$65.2b7.1x8.8x5.5x
Sat, 16 Aug 2025Mex$556.0bMex$105.3bMex$65.9b7x8.4x5.3x
Mon, 14 Jul 2025Mex$553.4bMex$100.8bMex$71.0b7.6x7.8x5.5x
Wed, 11 Jun 2025Mex$539.2bMex$94.6bMex$66.6b7.6x8.1x5.7x
Fri, 09 May 2025Mex$550.1bMex$99.0bMex$69.0b7.2x8x5.6x
Sun, 06 Apr 2025Mex$478.8bMex$93.2bMex$76.5b7.3x6.3x5.1x
Tue, 04 Mar 2025Mex$528.6bMex$90.2bMex$77.3b7.7x6.8x5.9x
Thu, 30 Jan 2025Mex$531.1bMex$83.4bMex$73.2b7.7x7.3x6.4x
Sat, 28 Dec 2024Mex$504.5bMex$81.8bMex$71.9b7.3x7x6.2x
Mon, 25 Nov 2024Mex$511.2bMex$81.8bMex$72.0b7.3x7.1x6.2x
Wed, 23 Oct 2024Mex$512.8bMex$79.1bMex$72.5b7.1x7.1x6.5x
Fri, 20 Sep 2024Mex$510.7bMex$78.6bMex$71.8b7.2x7.1x6.5x
Sun, 18 Aug 2024Mex$525.1bMex$78.4bMex$71.6b6.7x7.3x6.7x
Tue, 16 Jul 2024Mex$515.7bMex$78.0bMex$69.4b5.5x7.4x6.6x
Thu, 13 Jun 2024Mex$512.1bMex$78.2bMex$69.8b5.8x7.3x6.6x
Sat, 11 May 2024Mex$534.0bMex$77.7bMex$68.3b6x7.8x6.9x
Mon, 08 Apr 2024Mex$536.9bMex$75.6bMex$61.7b6.5x8.7x7.1x
Wed, 06 Mar 2024Mex$541.7bMex$78.5bMex$64.1b7.2x8.5x6.9x
Fri, 02 Feb 2024Mex$641.7bMex$87.2bMex$71.5b9.5x9x7.4x
Sun, 31 Dec 2023Mex$655.7bMex$87.2bMex$68.7b9.5x9.5x7.5x
Tue, 28 Nov 2023Mex$620.8bMex$87.2bMex$68.7b8.9x9x7.1x
Thu, 26 Oct 2023Mex$610.9bMex$86.1bMex$69.2b8.9x8.8x7.1x
Sat, 23 Sep 2023Mex$598.7bMex$85.0bMex$61.6b10.7x9.7x7x
Mon, 21 Aug 2023Mex$601.6bMex$77.1bMex$57.4b11.1x10.5x7.8x
Wed, 19 Jul 2023Mex$588.5bMex$75.9bMex$55.1b12.5x10.7x7.8x
Price to Earnings Ratio

10.7x


Total Market Cap: Mex$588.5bTotal Earnings: Mex$55.1bTotal 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 10.4x 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 4.0% per year over the last three years.
  • Revenues for these companies have grown 10% 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-0.47%
Real Estate-0.049%
Hotel and Resort REITs1.26%
Industrial REITs0.73%
Office REITs0%0
Specialized REITs-0.43%
REITS-0.49%
Retail REITs-1.00%
Real Estate-1.02%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 8.3x.
    • Analysts are expecting annual earnings growth of 8.0%, 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$77.351.1%
+Mex$1.4b		15.1%PB1x
FUNO 11 Fibra UNOMex$30.040.7%
+Mex$844.5m		12.7%PB0.6x
FIBRAMQ 12 FIBRA Macquarie MéxicoMex$45.651.6%
+Mex$558.1m		46.6%PB0.9x
FMTY 14 Fibra MtyP.I. deMex$14.851.0%
+Mex$462.6m		13.1%PB1.2x
FIHO 12 FibraHotelMex$7.501.5%
+Mex$86.8m		-12.8%PB0.5x

Latest News

FPLUS 16
Mex$5.05
Fibra Plus
7D
0.2%
1Y
-10.0%
VESTA *
Mex$59.87
Corporación Inmobiliaria Vesta. de
7D
-1.3%
1Y
24.2%
NEXT 25
Mex$92.44
Nearshoring Experts & Technology S.C
7D
-2.7%
1Y
n/a
FMTY 14
Mex$14.85
Fibra MtyP.I. de
7D
1.0%
1Y
13.1%
FEXI 21
Mex$17.48
México Infrastructure Partners F1P.I. de
7D
-1.6%
1Y
-10.2%
FSHOP 13
Mex$11.88
Fibra Shop
7D
-1.0%
1Y
36.2%
Narrative Update • Jun 26

FSHOP 13: Lower Discount Rate And Higher Margins Will Support Fairly Valued Outlook

Analysts have lifted their price target on Fibra Shop from MX$10.05 to MX$11.20, citing updated assumptions that include a lower discount rate, more conservative revenue growth, and slightly higher profit margin and future P/E estimates. What's in the News No recent Fibra Shop specific news items were identified in the provided sources.
DANHOS 13
Mex$27.98
Fibra Danhos
7D
-2.5%
1Y
12.7%
Narrative Update • Jun 24

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

Analysts have made a small upward adjustment to the Fibra Danhos price target, moving it from MX$31.38 to MX$31.57. They cited updated fair value estimates and refreshed assumptions for the discount rate, revenue growth, profit margin, and forward P/E.
FIBRAPL 14
Mex$77.35
FIBRA Prologis
7D
1.1%
1Y
15.1%
Narrative Update • Jun 24

FIBRAPL 14: Updated Assumptions And Portfolio Mix Will Shape Future Returns

Analysts have raised their 12 month price target for FIBRA Prologis by MX$0.16 to MX$84.57, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E that align with the latest Street research. What’s in the News for FIBRA Prologis FIBRA Prologis acquired a building from Prologis in the Toluca submarket of Greater Mexico City for an aggregate purchase price of US$94 million, including closing costs.
FUNO 11
Mex$30.04
Fibra UNO
7D
0.7%
1Y
12.7%
Narrative Update • Jun 23

FUNO 11: Softer Margin Outlook Will Likely Weigh On Future Earnings

Analysts trimmed their fair value estimate for Fibra UNO slightly, with the price target moving from MX$25.63 to MX$25.48. They cited updated assumptions for revenue growth, profit margins and the future P/E multiple.
FIBRAHD 15
Mex$2.23
Fideicomiso Irrevocable No. F/1523
7D
1.8%
1Y
0%
FIBRAMQ 12
Mex$45.65
FIBRA Macquarie México
7D
1.6%
1Y
46.6%
Narrative Update • Jun 22

FIBRAMQ 12: Acquisition Terms And Tijuana Land Will Pressure Future Returns

The analyst price target for FIBRA Macquarie México has shifted from MX$39.00 to MX$40.00, with analysts pointing to updated assumptions on growth, profitability and P/E, even as some recent Street research has turned more cautious on the stock. What's in the News for FIBRA Macquarie México Fibra Mty, S.A.P.I. de C.V. announced an intention to acquire FIBRA Macquarie México for MXN 36b, with a proposed exchange of 3 Fibra Mty CBFIs for each 1 FIBRA Macquarie CBFI, based on Fibra Mty’s closing price of MXN 14.64 per CBFI as of March 18, 2026.
GICSA B
Mex$3.42
Grupo Gicsa. de
7D
-2.3%
1Y
31.0%
FNOVA 17
Mex$44.26
Fibra Nova
7D
-2.4%
1Y
64.6%
FINN 13
Mex$4.70
Fideicomiso Irrevocable db/1616
7D
0.9%
1Y
-5.6%
FIHO 12
Mex$7.50
FibraHotel
7D
1.5%
1Y
-12.8%
FIBRAUP 18
Mex$37.95
Fibra Upsite
7D
-0.1%
1Y
n/a