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Mexican (IPC) Industrial REITs Industry Analysis

UpdatedJan 24, 2026
DataAggregated Company Financials
Companies6
  • 7D-2.5%
  • 3M7.5%
  • 1Y21.6%
  • YTD3.0%

Over the last 7 days, the Industrial REITs industry has dropped 2.5%, driven by FIBRA Prologis declining 4.7%. In the past year, the industry has gained 22%. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the Mexican Industrial REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 24 Jan 2026Mex$249.5bMex$33.5bMex$22.9b9.6x10.9x7.4x
Mon, 22 Dec 2025Mex$241.1bMex$33.5bMex$22.9b9.5x10.5x7.2x
Wed, 19 Nov 2025Mex$240.2bMex$33.5bMex$22.9b9.5x10.5x7.2x
Fri, 17 Oct 2025Mex$229.1bMex$32.8bMex$36.9b6.5x6.2x7x
Sun, 14 Sep 2025Mex$226.9bMex$32.8bMex$36.9b6.8x6.1x6.9x
Tue, 12 Aug 2025Mex$225.4bMex$33.1bMex$37.6b6.3x6x6.8x
Thu, 10 Jul 2025Mex$225.6bMex$30.7bMex$44.5b5.8x5.1x7.4x
Sat, 07 Jun 2025Mex$226.9bMex$29.3bMex$42.8b5.7x5.3x7.7x
Mon, 05 May 2025Mex$221.4bMex$29.4bMex$42.8b5.7x5.2x7.5x
Wed, 02 Apr 2025Mex$214.1bMex$27.3bMex$48.7b4.4x4.4x7.9x
Fri, 28 Feb 2025Mex$206.9bMex$20.8bMex$46.7b3.9x4.4x10x
Sun, 26 Jan 2025Mex$199.7bMex$18.5bMex$40.5b4.7x4.9x10.8x
Tue, 24 Dec 2024Mex$200.2bMex$18.5bMex$40.5b4.7x5x10.8x
Thu, 21 Nov 2024Mex$152.6bMex$15.9bMex$35.4b4.6x4.3x9.6x
Sat, 19 Oct 2024Mex$172.9bMex$14.8bMex$35.9b3.9x4.8x11.7x
Mon, 16 Sep 2024Mex$167.3bMex$14.8bMex$35.9b4x4.7x11.3x
Wed, 14 Aug 2024Mex$172.8bMex$14.8bMex$35.9b4x4.8x11.7x
Fri, 12 Jul 2024Mex$173.4bMex$14.6bMex$34.5b4.2x5x11.9x
Sun, 09 Jun 2024Mex$168.7bMex$14.6bMex$34.5b4.1x4.9x11.5x
Tue, 07 May 2024Mex$144.6bMex$14.6bMex$34.5b4.2x4.2x9.9x
Thu, 04 Apr 2024Mex$175.1bMex$14.2bMex$25.7b5.4x6.8x12.3x
Sat, 02 Mar 2024Mex$176.2bMex$17.5bMex$27.3b6.2x6.5x10.1x
Mon, 29 Jan 2024Mex$169.5bMex$17.7bMex$24.2b7.8x7x9.6x
Wed, 27 Dec 2023Mex$173.0bMex$17.7bMex$21.4b8.4x8.1x9.8x
Fri, 24 Nov 2023Mex$159.7bMex$17.7bMex$21.4b7.8x7.5x9x
Sun, 22 Oct 2023Mex$141.7bMex$17.4bMex$18.6b10.6x7.6x8.2x
Tue, 19 Sep 2023Mex$139.0bMex$17.4bMex$12.1b13.2x11.5x8x
Thu, 17 Aug 2023Mex$143.6bMex$17.4bMex$12.1b13.6x11.9x8.3x
Sat, 15 Jul 2023Mex$146.0bMex$17.4bMex$13.4b14.1x10.9x8.4x
Mon, 12 Jun 2023Mex$140.7bMex$17.4bMex$13.4b13.3x10.5x8.1x
Wed, 10 May 2023Mex$138.8bMex$17.4bMex$13.4b12.9x10.3x8x
Fri, 07 Apr 2023Mex$141.6bMex$17.3bMex$18.8b8x7.5x8.2x
Price to Earnings Ratio

7.5x


Total Market Cap: Mex$141.6bTotal Earnings: Mex$18.8bTotal Revenue: Mex$17.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Industrial REITs Industry Price to Earnings3Y Average 7x202420252026
Current Industry PE
  • Investors are optimistic on the Mexican Industrial REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 10.9x which is higher than its 3-year average PE of 7.0x.
  • The 3-year average PS ratio of 9.2x is higher than the industry's current PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have grown 6.8% per year over the last three years.
  • Revenues for these companies have grown 25% 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 industry?

MX Market0.85%
Real Estate-1.09%
Industrial REITs-2.54%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FIBRAMQ 12 FIBRA Macquarie MéxicoMex$35.502.1%
+Mex$574.1m		13.5%PB0.7x
FIBRAUP 18 Fibra UpsiteMex$38.103.0%
+Mex$62.4m		n/aPB0.5x

Latest News

FMTY 14
Mex$15.11
Fibra MtyP.I. de
7D
-1.0%
1Y
44.7%

FMTY 14: Market Perform Downgrade And Risk Repricing Will Shape Fair Outlook

Narrative Update on Fibra Mty P.I. de The analyst price target for Fibra Mty P.I. de has moved from MXN 15.15 to MXN 15.68, as analysts factor in updated views on discount rates, margins and future P/E multiples following the recent downgrade to Market Perform and MXN 17.20 target from BBVA. Analyst Commentary The recent change in stance to Market Perform with a MXN 17.20 price target gives you a clearer sense of how the market is currently framing the risk and reward in Fibra Mty P.I. de.
FIBRAMQ 12
Mex$35.50
FIBRA Macquarie México
7D
2.1%
1Y
13.5%

FIBRAMQ 12: Future Earnings Multiple Compression Will Support Upside After Market Perform Downgrade

Analysts have reduced their 12 month price target for FIBRA Macquarie México to MX$34. This reflects updated assumptions for growth, profitability and a lower forward P/E multiple, and aligns with the recent Street move to downgrade the units to Market Perform.
FIBRAPL 14
Mex$80.71
FIBRA Prologis
7D
-4.7%
1Y
32.1%

FIBRAPL 14: Leadership Transition And New Acquisitions Will Shape Future Distributions

Analysts have nudged their FIBRA Prologis fair value estimate slightly higher to US$80.71 from US$80.13, citing updated assumptions for discount rate, revenue growth, profit margin and forward P/E that result in only modest shifts to their overall outlook. What's in the News FIBRA Prologis announced that CEO Héctor Ibarzábal plans to retire on June 30, 2026, after more than three decades with the company.
TERRA 13
Mex$38.70
FIBRA Terrafina
7D
-1.5%
1Y
5.4%
FIBRAUP 18
Mex$38.10
Fibra Upsite
7D
3.0%
1Y
n/a