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Mexican (IPC) Real Estate Sector Analysis

UpdatedOct 02, 2025
DataAggregated Company Financials
Companies20
  • 7D1.0%
  • 3M3.4%
  • 1Y9.9%
  • YTD12.9%

In the last week, the Real Estate industry is up 1.0%, with FIBRA Prologis up 3.9%. This means that the industry has gained 9.9% over the past year. Looking forward, earnings are forecast to decline by 2.3% per year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Oct 2025Mex$572.7bMex$104.9bMex$65.2b7x8.8x5.5x
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
Thu, 15 Dec 2022Mex$544.5bMex$71.8bMex$60.6b8.5x9x7.6x
Sat, 12 Nov 2022Mex$544.7bMex$1.0tMex$2.0t8.4x0.3x0.5x
Mon, 10 Oct 2022Mex$519.7bMex$69.6bMex$55.8b8.8x9.3x7.5x
Price to Earnings Ratio

9.3x


Total Market Cap: Mex$519.7bTotal Earnings: Mex$55.8bTotal Revenue: Mex$69.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Real Estate Sector Price to Earnings3Y Average 8.4x202320242025
Current Industry PE
  • Investors are relatively neutral on the Mexican Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 8.4x.
  • The 3-year average PS ratio of 6.7x 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 grown 5.3% per year over the last three years.
  • Revenues for these companies have grown 15% 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 Market0.29%
Real Estate1.04%
Real Estate2.88%
Industrial REITs2.64%
Hotel and Resort REITs0.99%
Retail REITs0.12%
Office REITs0%0
Specialized REITs-0.073%
REITS-1.04%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 32.4x.
    • Analysts are expecting annual earnings growth of 26.4%, which is higher than its past year's earnings decline of 6.6% 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 Real Estate industry, expecting annual earnings growth of 28% over the next 5 years.
  • However this is lower than its past earnings growth rate of 88% per year.
  • In contrast, the Retail REITs industry is expected to see its earnings decline by 22% 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$73.492.0%
+Mex$2.3b		13.0%PB0.9x
DINE B DINE. deMex$22.0015.6%
+Mex$1.9b		-7.4%PE53.5x
FNOVA 17 Fibra NovaMex$28.912.6%
+Mex$433.4m		21.1%PB1x
DANHOS 13 Fibra DanhosMex$27.610.5%
+Mex$207.9m		30.7%PB0.7x
FINN 13 Fideicomiso Irrevocable db/1616Mex$4.872.7%
+Mex$95.6m		-2.4%PB0.5x

Latest News

VESTA *
Mex$50.19
Corporación Inmobiliaria Vesta. de
7D
-2.1%
1Y
-4.9%
DINE B
Mex$22.00
DINE. de
7D
15.6%
1Y
-7.4%
FUNO 11
Mex$27.27
Fibra UNO
7D
-2.8%
1Y
17.8%
FIBRAMQ 12
Mex$31.03
FIBRA Macquarie México
7D
-0.3%
1Y
-1.2%
DANHOS 13
Mex$27.61
Fibra Danhos
7D
0.5%
1Y
30.7%

Mexico Urban Expansion And Mixed-Use Assets Will Create Future Momentum

With both the discount rate and future P/E remaining essentially unchanged, analysts have left their consensus fair value for Fibra Danhos steady at MX$26.54. Valuation Changes Summary of Valuation Changes for Fibra Danhos The Consensus Analyst Price Target remained effectively unchanged, at MX$26.54.
TERRA 13
Mex$37.47
FIBRA Terrafina
7D
0.2%
1Y
-1.2%
FVIA 16
Mex$19.90
Infraestructura Viable de
7D
-2.0%
1Y
n/a
FIHO 12
Mex$8.31
FibraHotel
7D
-0.4%
1Y
-2.2%

Mexico City Tourism And Renovations Will Drive A Bright Future

The reduction in FibraHotel’s analyst price target reflects lowered revenue growth expectations despite a modest improvement in net profit margin, resulting in a revised fair value of MX$9.00. Valuation Changes Summary of Valuation Changes for FibraHotel The Consensus Analyst Price Target has fallen from MX$9.50 to MX$9.00.
FPLUS 16
Mex$5.20
Fibra Plus
7D
1.0%
1Y
-23.3%
FNOVA 17
Mex$28.91
Fibra Nova
7D
2.6%
1Y
21.1%
FIBRAPL 14
Mex$73.49
FIBRA Prologis
7D
2.0%
1Y
13.0%
FSHOP 13
Mex$8.67
Fibra Shop
7D
0.2%
1Y
8.4%
FIBRAHD 15
Mex$2.15
Fideicomiso Irrevocable No. F/1523
7D
-4.0%
1Y
2.4%
FINN 13
Mex$4.87
Fideicomiso Irrevocable db/1616
7D
2.7%
1Y
-2.4%
FMTY 14
Mex$13.77
Fibra MtyP.I. de
7D
-0.2%
1Y
26.2%