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Mexican (IPC) REITS Industry Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies5
  • 7D2.8%
  • 3M7.6%
  • 1Y30.8%
  • YTD8.3%

Over the last 7 days, the REITS industry has risen 2.8%, driven by gains from Fibra UNO of 4.0%. In the last 12 months, the industry was up 31%. Looking forward, earnings are forecast to decline by 4.8% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026Mex$189.6bMex$41.2bMex$33.0b8.3x5.7x4.6x
Mon, 09 Mar 2026Mex$178.1bMex$41.2bMex$33.5b7.9x5.3x4.3x
Wed, 04 Feb 2026Mex$173.2bMex$41.1bMex$24.1b7.4x7.2x4.2x
Fri, 02 Jan 2026Mex$174.6bMex$41.1bMex$24.1b7x7.3x4.3x
Sun, 30 Nov 2025Mex$172.6bMex$41.1bMex$24.1b6.9x7.2x4.2x
Tue, 28 Oct 2025Mex$173.3bMex$40.7bMex$19.1b7.1x9.1x4.3x
Thu, 25 Sep 2025Mex$174.3bMex$40.4bMex$18.8b5.9x9.3x4.3x
Sat, 23 Aug 2025Mex$158.5bMex$40.4bMex$18.8b5.7x8.4x3.9x
Mon, 21 Jul 2025Mex$165.5bMex$40.1bMex$16.7b8.2x9.9x4.1x
Wed, 18 Jun 2025Mex$164.8bMex$40.1bMex$16.8b8.2x9.8x4.1x
Fri, 16 May 2025Mex$155.6bMex$40.0bMex$17.4b7.2x9x3.9x
Sun, 13 Apr 2025Mex$149.8bMex$38.8bMex$18.3b7.3x8.2x3.9x
Tue, 11 Mar 2025Mex$142.1bMex$38.5bMex$18.5b6.8x7.7x3.7x
Thu, 06 Feb 2025Mex$144.9bMex$36.6bMex$18.7b7.7x7.7x4x
Sat, 04 Jan 2025Mex$137.3bMex$36.6bMex$18.7b7.4x7.3x3.8x
Mon, 02 Dec 2024Mex$138.6bMex$36.6bMex$18.7b7.3x7.4x3.8x
Wed, 30 Oct 2024Mex$142.6bMex$35.6bMex$19.6b7.8x7.3x4x
Fri, 27 Sep 2024Mex$140.8bMex$35.6bMex$19.3b7.6x7.3x4x
Sun, 25 Aug 2024Mex$147.5bMex$35.6bMex$19.3b8x7.7x4.1x
Tue, 23 Jul 2024Mex$148.2bMex$35.8bMex$21.5b6.1x6.9x4.1x
Thu, 20 Jun 2024Mex$143.0bMex$35.8bMex$21.5b6.1x6.7x4x
Sat, 18 May 2024Mex$152.9bMex$35.8bMex$21.5b6.5x7.1x4.3x
Mon, 15 Apr 2024Mex$155.1bMex$35.1bMex$24.6b7.6x6.3x4.4x
Wed, 13 Mar 2024Mex$164.6bMex$35.1bMex$24.7b7.7x6.7x4.7x
Fri, 09 Feb 2024Mex$166.0bMex$35.1bMex$30.8b5.8x5.4x4.7x
Sun, 07 Jan 2024Mex$168.3bMex$35.1bMex$30.8b5.8x5.5x4.8x
Tue, 05 Dec 2023Mex$158.3bMex$35.1bMex$30.8b5.5x5.1x4.5x
Thu, 02 Nov 2023Mex$154.3bMex$35.1bMex$30.8b4.9x5x4.4x
Sat, 30 Sep 2023Mex$155.4bMex$33.9bMex$34.2b8x4.5x4.6x
Mon, 28 Aug 2023Mex$134.8bMex$32.9bMex$31.9b11.6x4.2x4.1x
Wed, 26 Jul 2023Mex$242.9bMex$32.2bMex$28.8b12.3x8.4x7.5x
Fri, 23 Jun 2023Mex$244.0bMex$32.0bMex$28.9b12x8.5x7.6x
Sun, 21 May 2023Mex$234.6bMex$32.0bMex$28.9b15x8.1x7.3x
Tue, 18 Apr 2023Mex$241.0bMex$31.3bMex$26.6b17.5x9.1x7.7x
Price to Earnings Ratio

9.1x


Total Market Cap: Mex$241.0bTotal Earnings: Mex$26.6bTotal Revenue: Mex$31.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican REITS Industry Price to Earnings3Y Average 7.3x202420252026
Current Industry PE
  • Investors are pessimistic on the Mexican REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 5.7x which is lower than its 3-year average PE of 7.3x.
  • The industry is trading close to its 3-year average PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have grown 7.4% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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 Market0.99%
Real Estate1.66%
REITS2.82%
Retail REITs3.09%
Diversified REITs2.82%
Industrial REITs2.27%
Office REITs0%0
Hotel and Resort REITs-0.35%
Specialized REITs-0.67%
Industry PE
  • Investors are most optimistic about the Specialized REITs industry even though it's trading below its 3-year average PE ratio of 24.8x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Industrial REITs industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 61% per year.
  • In contrast, the Retail REITs industry is expected to see its earnings decline by 26% 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
FUNO 11 Fibra UNOMex$30.674.0%
+Mex$4.5b		32.4%PB0.6x
FNOVA 17 Fibra NovaMex$38.252.7%
+Mex$605.7m		45.7%PB1.3x
DANHOS 13 Fibra DanhosMex$28.500.7%
+Mex$321.8m		26.8%PB0.7x
FIBRAHD 15 Fideicomiso Irrevocable No. F/1523Mex$2.321.3%
+Mex$13.0m		4.0%PB0.2x

Latest News

FUNO 11
Mex$30.67
Fibra UNO
7D
4.0%
1Y
32.4%

FUNO 11: Higher Modeled P E And Dividend Support Future Repricing

Analysts raised the Fibra UNO fair value estimate to MX$42.00 from MX$40.00, reflecting slightly higher modeled revenue growth, a small adjustment to the discount rate, and a higher future P/E assumption following recent Street research that included a MX$3 Fibra UNO price target increase at Barclays. Analyst Commentary Recent Street research on Fibra UNO has been limited, but the latest action is constructive for investors watching valuation signals.
FIBRAHD 15
Mex$2.32
Fideicomiso Irrevocable No. F/1523
7D
1.3%
1Y
4.0%
DANHOS 13
Mex$28.50
Fibra Danhos
7D
0.7%
1Y
26.8%

DANHOS 13: Higher Fair Value And Margin Outlook Will Support Upside Potential

Analysts have nudged their price target for Fibra Danhos slightly higher to MX$31.25 from MX$31.13, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Fibra Danhos was removed as a constituent of the FTSE All-World Index (USD) in an index review classified as an Index Constituent Drops event (Key Developments).
FNOVA 17
Mex$38.25
Fibra Nova
7D
2.7%
1Y
45.7%
FPLUS 16
Mex$5.28
Fibra Plus
7D
-0.4%
1Y
-16.2%