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Mexican (IPC) Real Estate Sector Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies21
  • 7D1.4%
  • 3M7.3%
  • 1Y27.9%
  • YTD1.6%

In the last week, the Real Estate industry is up 1.4%, with FIBRA Prologis up 4.3%. This means that the industry has gained 28% over the past year. Looking forward, earnings are forecast to grow by 8.6% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026Mex$593.6bMex$106.6bMex$57.7b9x10.3x5.6x
Mon, 08 Dec 2025Mex$575.2bMex$106.6bMex$57.8b8.7x9.9x5.4x
Wed, 05 Nov 2025Mex$558.0bMex$100.8bMex$54.3b9.3x10.3x5.5x
Fri, 03 Oct 2025Mex$570.5bMex$104.9bMex$65.2b6.9x8.8x5.4x
Sun, 31 Aug 2025Mex$550.2bMex$105.0bMex$65.2b7.3x8.4x5.2x
Tue, 29 Jul 2025Mex$551.6bMex$103.4bMex$63.6b7.7x8.7x5.3x
Thu, 26 Jun 2025Mex$555.8bMex$100.6bMex$70.0b7.6x7.9x5.5x
Sat, 24 May 2025Mex$550.4bMex$98.9bMex$68.3b7.2x8.1x5.6x
Mon, 21 Apr 2025Mex$528.4bMex$95.2bMex$77.9b7.5x6.8x5.6x
Wed, 19 Mar 2025Mex$541.1bMex$92.1bMex$78.3b7x6.9x5.9x
Fri, 14 Feb 2025Mex$538.5bMex$83.5bMex$75.2b7.3x7.2x6.4x
Sun, 12 Jan 2025Mex$504.2bMex$83.4bMex$73.3b7.3x6.9x6x
Tue, 10 Dec 2024Mex$510.8bMex$81.8bMex$71.9b7.5x7.1x6.2x
Thu, 07 Nov 2024Mex$528.6bMex$81.7bMex$71.9b7.5x7.4x6.5x
Sat, 05 Oct 2024Mex$509.1bMex$78.6bMex$71.8b7x7.1x6.5x
Mon, 02 Sep 2024Mex$505.9bMex$78.7bMex$72.0b7.1x7x6.4x
Wed, 31 Jul 2024Mex$498.1bMex$78.5bMex$71.9b6.9x6.9x6.3x
Fri, 28 Jun 2024Mex$498.9bMex$78.1bMex$69.7b5.7x7.2x6.4x
Sun, 26 May 2024Mex$525.8bMex$77.7bMex$69.1b5.9x7.6x6.8x
Tue, 23 Apr 2024Mex$526.7bMex$76.0bMex$68.2b6x7.7x6.9x
Thu, 21 Mar 2024Mex$528.9bMex$79.2bMex$63.5b7.1x8.3x6.7x
Sat, 17 Feb 2024Mex$540.9bMex$78.0bMex$70.7b6.6x7.6x6.9x
Mon, 15 Jan 2024Mex$644.2bMex$87.1bMex$68.6b9.5x9.4x7.4x
Wed, 13 Dec 2023Mex$637.6bMex$87.2bMex$68.8b8.9x9.3x7.3x
Fri, 10 Nov 2023Mex$618.9bMex$87.3bMex$68.9b8.5x9x7.1x
Sun, 08 Oct 2023Mex$603.2bMex$85.7bMex$62.7b10.2x9.6x7x
Tue, 05 Sep 2023Mex$598.0bMex$78.4bMex$60.2b10.6x9.9x7.6x
Thu, 03 Aug 2023Mex$600.9bMex$77.1bMex$57.3b11.1x10.5x7.8x
Sat, 01 Jul 2023Mex$584.4bMex$75.6bMex$56.1b11x10.4x7.7x
Mon, 29 May 2023Mex$575.3bMex$75.9bMex$55.7b12.4x10.3x7.6x
Wed, 26 Apr 2023Mex$576.2bMex$71.0bMex$55.6b11.5x10.4x8.1x
Fri, 24 Mar 2023Mex$314.1bMex$42.8bMex$32.7b17.8x9.6x7.3x
Sun, 19 Feb 2023Mex$574.9bMex$72.1bMex$56.3b8.6x10.2x8x
Tue, 17 Jan 2023Mex$566.6bMex$71.7bMex$60.5b9x9.4x7.9x
Price to Earnings Ratio

9.4x


Total Market Cap: Mex$566.6bTotal 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 10.3x 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 5.6x.
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 Market2.05%
Real Estate1.41%
Real Estate2.78%
Industrial REITs2.28%
REITS0.64%
Retail REITs0.55%
Office REITs0%0
Specialized REITs-0.027%
Hotel and Resort REITs-1.29%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 39.5x.
    • 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
FIBRAPL 14 FIBRA PrologisMex$79.594.3%
+Mex$5.2b		42.7%PB1x
VESTA * Corporación Inmobiliaria Vesta. deMex$56.923.7%
+Mex$1.6b		16.8%PE45x
FUNO 11 Fibra UNOMex$27.350.9%
+Mex$914.6m		35.7%PB0.5x
FNOVA 17 Fibra NovaMex$37.611.6%
+Mex$362.2m		58.6%PB1.3x
FMTY 14 Fibra MtyP.I. deMex$15.630.6%
+Mex$219.4m		44.3%PB1.3x

Latest News

FUNO 11
Mex$27.35
Fibra UNO
7D
0.9%
1Y
35.7%

FUNO 11: Higher Future P/E And Dividend Outlook Will Support Returns

Analysts have inched their price target for Fibra UNO to $32.82 from $32.70, reflecting slightly higher assumed discount rates and a modestly higher future P/E, partly offset by marginally softer revenue growth and profit margin assumptions. Analyst Commentary With the updated $32.82 price target, analysts are fine tuning their views on Fibra UNO, focusing on how execution and assumptions around valuation interact with the current operating backdrop.
FIBRAHD 15
Mex$2.57
Fideicomiso Irrevocable No. F/1523
7D
10.8%
1Y
-4.1%
VESTA *
Mex$56.92
Corporación Inmobiliaria Vesta. de
7D
3.7%
1Y
16.8%
FIBRAMQ 12
Mex$34.06
FIBRA Macquarie México
7D
0.8%
1Y
10.8%
FIBRAPL 14
Mex$79.59
FIBRA Prologis
7D
4.3%
1Y
42.7%
DANHOS 13
Mex$27.89
Fibra Danhos
7D
-0.6%
1Y
41.1%

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$15.63
Fibra MtyP.I. de
7D
0.6%
1Y
44.3%
DINE B
Mex$21.65
DINE. de
7D
0.7%
1Y
-4.8%
STORAGE 18
Mex$24.95
FIBRA Storage
7D
-0.2%
1Y
35.2%
TERRA 13
Mex$39.44
FIBRA Terrafina
7D
-0.2%
1Y
17.1%
FNOVA 17
Mex$37.61
Fibra Nova
7D
1.6%
1Y
58.6%
FIHO 12
Mex$7.79
FibraHotel
7D
-2.1%
1Y
-22.9%