Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Mexican (IPC) REITS Industry Analysis

UpdatedOct 05, 2025
DataAggregated Company Financials
Companies5
  • 7D0.05%
  • 3M6.1%
  • 1Y16.7%
  • YTD28.9%

Last week, the REITS industry hasn't moved much but Fibra Danhos is up 4.0% in that time. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the Mexican REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Oct 2025Mex$171.0bMex$40.4bMex$18.8b6.1x9.1x4.2x
Wed, 03 Sep 2025Mex$163.0bMex$40.4bMex$18.8b5.7x8.7x4x
Fri, 01 Aug 2025Mex$168.8bMex$41.1bMex$19.1b8.1x8.8x4.1x
Sun, 29 Jun 2025Mex$165.8bMex$40.1bMex$16.8b8.2x9.9x4.1x
Tue, 27 May 2025Mex$160.4bMex$40.0bMex$17.0b7.2x9.4x4x
Thu, 24 Apr 2025Mex$159.0bMex$38.9bMex$18.2b7.5x8.7x4.1x
Sat, 22 Mar 2025Mex$152.6bMex$38.5bMex$18.5b7.1x8.3x4x
Mon, 17 Feb 2025Mex$145.5bMex$36.6bMex$19.2b7.1x7.6x4x
Wed, 15 Jan 2025Mex$132.2bMex$36.6bMex$18.7b7.3x7.1x3.6x
Fri, 13 Dec 2024Mex$139.8bMex$36.6bMex$18.7b7.4x7.5x3.8x
Sun, 10 Nov 2024Mex$144.9bMex$36.5bMex$18.8b7.5x7.7x4x
Tue, 08 Oct 2024Mex$149.0bMex$35.6bMex$19.3b7.6x7.7x4.2x
Thu, 05 Sep 2024Mex$141.7bMex$35.6bMex$19.3b7.8x7.4x4x
Sat, 03 Aug 2024Mex$143.6bMex$35.6bMex$19.3b7.7x7.4x4x
Mon, 01 Jul 2024Mex$139.4bMex$35.8bMex$21.5b6x6.5x3.9x
Wed, 29 May 2024Mex$149.8bMex$35.8bMex$21.5b6.3x7x4.2x
Fri, 26 Apr 2024Mex$153.9bMex$35.7bMex$20.6b7.6x7.5x4.3x
Sun, 24 Mar 2024Mex$163.2bMex$35.1bMex$24.7b7.6x6.6x4.6x
Tue, 20 Feb 2024Mex$166.8bMex$35.2bMex$31.1b5.8x5.4x4.7x
Thu, 18 Jan 2024Mex$167.9bMex$35.1bMex$30.8b5.8x5.5x4.8x
Sat, 16 Dec 2023Mex$167.9bMex$35.1bMex$30.8b5.6x5.5x4.8x
Mon, 13 Nov 2023Mex$161.0bMex$35.1bMex$30.8b5.7x5.2x4.6x
Wed, 11 Oct 2023Mex$160.7bMex$34.4bMex$35.0b5.1x4.6x4.7x
Fri, 08 Sep 2023Mex$142.4bMex$33.9bMex$34.2b8.3x4.2x4.2x
Sun, 06 Aug 2023Mex$243.2bMex$32.9bMex$31.9b12x7.6x7.4x
Tue, 04 Jul 2023Mex$241.6bMex$32.0bMex$28.8b11.7x8.4x7.5x
Thu, 01 Jun 2023Mex$241.7bMex$32.0bMex$28.9b15.4x8.4x7.5x
Sat, 29 Apr 2023Mex$241.6bMex$31.5bMex$26.6b15.9x9.1x7.7x
Mon, 27 Mar 2023Mex$240.9bMex$30.7bMex$26.6b18x9x7.9x
Wed, 22 Feb 2023Mex$503.9bMex$60.7bMex$51.3b8.5x9.8x8.3x
Fri, 20 Jan 2023Mex$491.1bMex$59.7bMex$56.0b7.6x8.8x8.2x
Sun, 18 Dec 2022Mex$471.3bMex$59.7bMex$56.0b7.5x8.4x7.9x
Tue, 15 Nov 2022Mex$476.2bMex$59.4bMex$55.9b7.3x8.5x8x
Thu, 13 Oct 2022Mex$460.5bMex$57.7bMex$51.8b7.6x8.9x8x
Price to Earnings Ratio

8.9x


Total Market Cap: Mex$460.5bTotal Earnings: Mex$51.8bTotal Revenue: Mex$57.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican REITS Industry Price to Earnings3Y Average 7.5x202320242025
Current Industry PE
  • Investors are optimistic on the Mexican REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 9.1x which is higher than its 3-year average PE of 7.5x.
  • The 3-year average PS ratio of 5.1x is higher than the industry's current PS ratio of 4.2x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 29% per year over the last three years,
  • Revenues have also declined 11% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Mexican Real Estate industry?

MX Market-0.021%
Real Estate1.02%
REITS0.053%
Industrial REITs2.23%
Retail REITs0.35%
Diversified REITs0.053%
Office REITs0%0
Hotel and Resort REITs-0.032%
Specialized REITs-0.13%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 30.8x.
    • 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 Hotel and Resort REITs industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 6.6% per year.
  • In contrast, the Industrial 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
DANHOS 13 Fibra DanhosMex$28.594.0%
+Mex$1.8b		35.3%PB0.7x
FNOVA 17 Fibra NovaMex$28.951.6%
+Mex$273.1m		21.6%PB1x
FPLUS 16 Fibra PlusMex$5.190.8%
+Mex$25.3m		-21.4%PB0.3x

Latest News

FUNO 11
Mex$27.30
Fibra UNO
7D
-1.9%
1Y
11.0%
DANHOS 13
Mex$28.59
Fibra Danhos
7D
4.0%
1Y
35.3%

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.
FPLUS 16
Mex$5.19
Fibra Plus
7D
0.8%
1Y
-21.4%
FNOVA 17
Mex$28.95
Fibra Nova
7D
1.6%
1Y
21.6%
FIBRAHD 15
Mex$2.19
Fideicomiso Irrevocable No. F/1523
7D
-0.5%
1Y
3.3%