Narrative Update • May 22

In the last week, REITS has been flat. As for the the longer term, the industry is up 14% over the past 12 months. In the next few years, earnings are forecast to decline by 14% annually.
Has the Mexican REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 May 2026 | Mex$187.7b | Mex$41.7b | Mex$33.0b | 8.2x | 5.7x | 4.5x |
| Fri, 24 Apr 2026 | Mex$191.3b | Mex$41.2b | Mex$33.2b | 8.5x | 5.8x | 4.6x |
| Sun, 22 Mar 2026 | Mex$170.6b | Mex$41.2b | Mex$33.2b | 7.8x | 5.1x | 4.1x |
| Tue, 17 Feb 2026 | Mex$183.1b | Mex$41.1b | Mex$24.1b | 7.7x | 7.6x | 4.5x |
| Thu, 15 Jan 2026 | Mex$177.2b | Mex$41.1b | Mex$24.1b | 7.3x | 7.4x | 4.3x |
| Sat, 13 Dec 2025 | Mex$174.5b | Mex$41.1b | Mex$24.1b | 7.1x | 7.3x | 4.3x |
| Mon, 10 Nov 2025 | Mex$178.9b | Mex$41.1b | Mex$24.1b | 7.2x | 7.4x | 4.4x |
| Wed, 08 Oct 2025 | Mex$172.3b | Mex$40.4b | Mex$18.8b | 6.1x | 9.2x | 4.3x |
| Fri, 05 Sep 2025 | Mex$168.4b | Mex$40.4b | Mex$18.8b | 5.7x | 9x | 4.2x |
| Sun, 03 Aug 2025 | Mex$162.3b | Mex$40.4b | Mex$18.8b | 5.7x | 8.6x | 4x |
| Tue, 01 Jul 2025 | Mex$163.7b | Mex$40.1b | Mex$16.8b | 8.2x | 9.8x | 4.1x |
| Thu, 29 May 2025 | Mex$168.8b | Mex$40.0b | Mex$17.0b | 7.2x | 9.9x | 4.2x |
| Sat, 26 Apr 2025 | Mex$159.4b | Mex$38.9b | Mex$18.2b | 7.5x | 8.8x | 4.1x |
| Mon, 24 Mar 2025 | Mex$152.6b | Mex$38.5b | Mex$18.5b | 7.1x | 8.3x | 4x |
| Wed, 19 Feb 2025 | Mex$145.5b | Mex$36.6b | Mex$19.2b | 7.2x | 7.6x | 4x |
| Fri, 17 Jan 2025 | Mex$135.2b | Mex$36.6b | Mex$18.7b | 7.3x | 7.2x | 3.7x |
| Sun, 15 Dec 2024 | Mex$140.3b | Mex$36.6b | Mex$18.7b | 7.4x | 7.5x | 3.8x |
| Tue, 12 Nov 2024 | Mex$144.9b | Mex$36.5b | Mex$18.8b | 7.4x | 7.7x | 4x |
| Thu, 10 Oct 2024 | Mex$142.3b | Mex$35.6b | Mex$19.3b | 7.7x | 7.4x | 4x |
| Sat, 07 Sep 2024 | Mex$140.8b | Mex$35.6b | Mex$19.3b | 7.8x | 7.3x | 4x |
| Mon, 05 Aug 2024 | Mex$143.4b | Mex$35.6b | Mex$19.3b | 7.7x | 7.4x | 4x |
| Wed, 03 Jul 2024 | Mex$140.1b | Mex$35.8b | Mex$21.5b | 6x | 6.5x | 3.9x |
| Fri, 31 May 2024 | Mex$149.3b | Mex$35.8b | Mex$21.5b | 6.3x | 6.9x | 4.2x |
| Sun, 28 Apr 2024 | Mex$151.3b | Mex$35.7b | Mex$20.6b | 7.6x | 7.3x | 4.2x |
| Tue, 26 Mar 2024 | Mex$163.2b | Mex$35.1b | Mex$24.7b | 7.6x | 6.6x | 4.6x |
| Thu, 22 Feb 2024 | Mex$171.3b | Mex$35.2b | Mex$31.1b | 5.8x | 5.5x | 4.9x |
| Sat, 20 Jan 2024 | Mex$164.1b | Mex$35.1b | Mex$30.8b | 5.8x | 5.3x | 4.7x |
| Mon, 18 Dec 2023 | Mex$166.1b | Mex$35.1b | Mex$30.8b | 5.6x | 5.4x | 4.7x |
| Wed, 15 Nov 2023 | Mex$160.0b | Mex$35.1b | Mex$30.8b | 5.7x | 5.2x | 4.6x |
| Fri, 13 Oct 2023 | Mex$163.3b | Mex$34.4b | Mex$35.0b | 5.1x | 4.7x | 4.7x |
| Sun, 10 Sep 2023 | Mex$142.3b | Mex$33.9b | Mex$34.2b | 8.3x | 4.2x | 4.2x |
| Tue, 08 Aug 2023 | Mex$243.2b | Mex$32.9b | Mex$31.9b | 12x | 7.6x | 7.4x |
| Thu, 06 Jul 2023 | Mex$241.0b | Mex$32.0b | Mex$28.8b | 11.7x | 8.4x | 7.5x |
| Sat, 03 Jun 2023 | Mex$241.0b | Mex$32.0b | Mex$28.9b | 15.4x | 8.3x | 7.5x |
8.3x
Which industries have driven the changes within the Mexican Real Estate industry?
| MX Market | 0.40% | |
| Real Estate | 0.79% | |
| REITS | 1.32% | |
| Industrial REITs | 2.29% | |
| Diversified REITs | 1.32% | |
| Office REITs | 0% | 0 |
| Hotel and Resort REITs | -0.80% | |
| Specialized REITs | -3.08% | |
| Retail REITs | -4.38% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FUNO 11 Fibra UNO | Mex$29.79 | 1.8% +Mex$2.0b | 14.7% | PB0.6x | |
| DANHOS 13 Fibra Danhos | Mex$27.42 | 1.3% +Mex$564.9m | -1.3% | PB0.7x | |
| FNOVA 17 Fibra Nova | Mex$43.19 | 0.1% +Mex$29.7m | 64.2% | PB1.5x |