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Mexican (IPC) REITS Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies5
  • 7D-0.1%
  • 3M3.7%
  • 1Y34.8%
  • YTD-0.3%

The REITS industry has stayed flat over the last week. The past year has been better, since the industry has gained 35% in that time. As for the next few years, earnings are expected to grow by 5.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026Mex$173.1bMex$41.1bMex$24.1b6.9x7.2x4.2x
Mon, 08 Dec 2025Mex$171.9bMex$41.1bMex$24.1b6.9x7.1x4.2x
Wed, 05 Nov 2025Mex$174.7bMex$41.1bMex$24.1b7.1x7.3x4.3x
Fri, 03 Oct 2025Mex$170.4bMex$40.4bMex$18.8b6.1x9.1x4.2x
Sun, 31 Aug 2025Mex$162.2bMex$40.4bMex$18.8b5.7x8.6x4x
Tue, 29 Jul 2025Mex$167.2bMex$41.1bMex$19.0b8x8.8x4.1x
Thu, 26 Jun 2025Mex$164.5bMex$40.1bMex$16.8b8.2x9.8x4.1x
Sat, 24 May 2025Mex$159.4bMex$40.0bMex$17.0b7.2x9.4x4x
Mon, 21 Apr 2025Mex$154.6bMex$38.9bMex$18.2b7.4x8.5x4x
Wed, 19 Mar 2025Mex$150.0bMex$38.5bMex$18.5b7x8.1x3.9x
Fri, 14 Feb 2025Mex$142.8bMex$36.6bMex$19.2b7x7.4x3.9x
Sun, 12 Jan 2025Mex$132.3bMex$36.6bMex$18.7b7.3x7.1x3.6x
Tue, 10 Dec 2024Mex$139.9bMex$36.6bMex$18.7b7.5x7.5x3.8x
Thu, 07 Nov 2024Mex$144.8bMex$36.5bMex$18.8b7.5x7.7x4x
Sat, 05 Oct 2024Mex$142.9bMex$35.6bMex$19.3b7.9x7.4x4x
Mon, 02 Sep 2024Mex$142.2bMex$35.6bMex$19.3b7.8x7.4x4x
Wed, 31 Jul 2024Mex$144.8bMex$35.6bMex$19.2b8x7.5x4.1x
Fri, 28 Jun 2024Mex$138.9bMex$35.8bMex$21.5b6x6.5x3.9x
Sun, 26 May 2024Mex$151.5bMex$35.8bMex$21.5b6.3x7x4.2x
Tue, 23 Apr 2024Mex$152.6bMex$35.2bMex$24.6b7.5x6.2x4.3x
Thu, 21 Mar 2024Mex$161.4bMex$35.1bMex$24.7b7.7x6.5x4.6x
Sat, 17 Feb 2024Mex$168.6bMex$35.2bMex$31.1b5.8x5.4x4.8x
Mon, 15 Jan 2024Mex$167.9bMex$35.1bMex$30.8b5.8x5.5x4.8x
Wed, 13 Dec 2023Mex$162.6bMex$35.1bMex$30.8b5.4x5.3x4.6x
Fri, 10 Nov 2023Mex$161.3bMex$35.1bMex$30.8b5.5x5.2x4.6x
Sun, 08 Oct 2023Mex$159.2bMex$34.4bMex$35.0b5.1x4.5x4.6x
Tue, 05 Sep 2023Mex$144.9bMex$33.9bMex$34.2b8.3x4.2x4.3x
Thu, 03 Aug 2023Mex$243.2bMex$32.9bMex$31.9b12x7.6x7.4x
Sat, 01 Jul 2023Mex$241.6bMex$32.0bMex$28.8b11.8x8.4x7.5x
Mon, 29 May 2023Mex$240.8bMex$32.0bMex$28.9b15.5x8.3x7.5x
Wed, 26 Apr 2023Mex$239.8bMex$31.5bMex$26.6b17x9x7.6x
Fri, 24 Mar 2023Mex$238.9bMex$30.7bMex$26.6b17.8x9x7.8x
Sun, 19 Feb 2023Mex$502.7bMex$60.2bMex$51.2b8.4x9.8x8.4x
Tue, 17 Jan 2023Mex$496.5bMex$59.7bMex$56.0b7.7x8.9x8.3x
Price to Earnings Ratio

8.9x


Total Market Cap: Mex$496.5bTotal Earnings: Mex$56.0bTotal Revenue: Mex$59.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican REITS Industry Price to Earnings3Y Average 7.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the Mexican REITs 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 7.5x.
  • The 3-year average PS ratio of 4.9x 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 25% per year over the last three years,
  • Revenues have also declined 12% 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 Market1.11%
Real Estate1.10%
REITS-0.11%
Industrial REITs2.24%
Office REITs0%0
Specialized REITs0%0
Diversified REITs-0.11%
Hotel and Resort REITs-0.53%
Retail REITs-0.98%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 38.0x.
    • Analysts are expecting annual earnings growth of 27.5%, which is higher than its past year's earnings growth of 7.6% 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 28% over the next 5 years.
  • This is better than its past earnings growth rate of 7.6% per year.
  • In contrast, the Retail REITs industry is expected to see its earnings decline by 33% 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$27.350.9%
+Mex$914.6m		35.7%PB0.5x
FNOVA 17 Fibra NovaMex$37.611.6%
+Mex$362.2m		58.6%PB1.3x
FIBRAHD 15 Fideicomiso Irrevocable No. F/1523Mex$2.5710.8%
+Mex$109.3m		-4.1%PB0.2x
FPLUS 16 Fibra PlusMex$5.830.2%
+Mex$6.3m		-10.3%PB0.3x

Latest News

FIBRAHD 15
Mex$2.57
Fideicomiso Irrevocable No. F/1523
7D
10.8%
1Y
-4.1%
FPLUS 16
Mex$5.83
Fibra Plus
7D
0.2%
1Y
-10.3%
FUNO 11
Mex$27.35
Fibra UNO
7D
0.9%
1Y
35.7%

FUNO 11: Higher Funding Costs Will Likely Pressure Future Earnings Quality

Analysts have lowered their price target for Fibra UNO slightly, by less than $0.05. Modest adjustments to discount rates and forward earnings assumptions more than offset marginal improvements in projected growth and profitability.
DANHOS 13
Mex$27.89
Fibra Danhos
7D
-0.6%
1Y
41.1%

DANHOS 13: Stable Profitability And Multiples Will Support Measured Long Term Returns

Analysts have modestly raised their price target on Fibra Danhos from approximately $30.87 to $31.39, reflecting slightly stronger expectations for profitability and future valuation multiples, despite largely unchanged assumptions for revenue growth and discount rates. Valuation Changes Fair Value: Raised slightly from MX$30.87 to MX$31.39 per CBFI, implying a modest uplift in intrinsic valuation.
FNOVA 17
Mex$37.61
Fibra Nova
7D
1.6%
1Y
58.6%