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Mexican (IPC) REITS Industry Analysis

UpdatedNov 21, 2025
DataAggregated Company Financials
Companies5
  • 7D-1.0%
  • 3M7.4%
  • 1Y28.3%
  • YTD28.8%

Over the last 7 days, the REITS industry has dropped 1.3%, driven by Fibra Danhos declining 4.2%. This takes the industry's 12 month performance to a gain of 29%. Earnings are forecast to grow by 3.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 22 Nov 2025Mex$172.2bMex$41.1bMex$24.1b7x7.2x4.2x
Mon, 20 Oct 2025Mex$168.8bMex$40.4bMex$18.8b6.2x9x4.2x
Wed, 17 Sep 2025Mex$176.8bMex$40.4bMex$18.8b5.8x9.4x4.4x
Fri, 15 Aug 2025Mex$159.4bMex$40.4bMex$18.8b5.7x8.5x3.9x
Sun, 13 Jul 2025Mex$166.8bMex$40.1bMex$16.8b8x9.9x4.2x
Tue, 10 Jun 2025Mex$168.2bMex$40.1bMex$16.8b8.2x10x4.2x
Thu, 08 May 2025Mex$160.3bMex$39.9bMex$17.7b7.2x9.1x4x
Sat, 05 Apr 2025Mex$154.3bMex$38.8bMex$18.5b7.3x8.3x4x
Mon, 03 Mar 2025Mex$142.9bMex$38.5bMex$18.5b6.8x7.7x3.7x
Wed, 29 Jan 2025Mex$137.6bMex$36.6bMex$18.7b7.4x7.3x3.8x
Fri, 27 Dec 2024Mex$135.8bMex$36.6bMex$18.7b7.2x7.2x3.7x
Sun, 24 Nov 2024Mex$137.6bMex$36.6bMex$18.7b7.3x7.3x3.8x
Tue, 22 Oct 2024Mex$144.2bMex$35.6bMex$19.6b7.8x7.4x4x
Thu, 19 Sep 2024Mex$139.8bMex$35.6bMex$19.3b7.6x7.3x3.9x
Sat, 17 Aug 2024Mex$149.8bMex$35.6bMex$19.3b8.1x7.8x4.2x
Mon, 15 Jul 2024Mex$146.3bMex$35.8bMex$21.5b6x6.8x4.1x
Wed, 12 Jun 2024Mex$146.0bMex$35.8bMex$21.5b6.2x6.8x4.1x
Fri, 10 May 2024Mex$152.2bMex$35.8bMex$20.8b6.9x7.3x4.3x
Sun, 07 Apr 2024Mex$159.9bMex$35.1bMex$24.6b7.7x6.5x4.6x
Tue, 05 Mar 2024Mex$169.1bMex$35.1bMex$24.3b7.7x7x4.8x
Thu, 01 Feb 2024Mex$164.6bMex$35.1bMex$30.8b5.8x5.3x4.7x
Sat, 30 Dec 2023Mex$170.1bMex$35.1bMex$30.8b5.7x5.5x4.9x
Mon, 27 Nov 2023Mex$158.7bMex$35.1bMex$30.8b5.5x5.2x4.5x
Wed, 25 Oct 2023Mex$161.6bMex$34.6bMex$35.3b4.9x4.6x4.7x
Fri, 22 Sep 2023Mex$156.2bMex$33.9bMex$34.2b8x4.6x4.6x
Sun, 20 Aug 2023Mex$147.1bMex$32.9bMex$31.9b11.5x4.6x4.5x
Tue, 18 Jul 2023Mex$243.7bMex$32.0bMex$28.8b12.4x8.5x7.6x
Thu, 15 Jun 2023Mex$245.5bMex$32.0bMex$28.9b12.1x8.5x7.7x
Sat, 13 May 2023Mex$235.9bMex$31.5bMex$26.6b14.3x8.9x7.5x
Mon, 10 Apr 2023Mex$242.6bMex$30.7bMex$26.6b17.8x9.1x7.9x
Wed, 08 Mar 2023Mex$500.6bMex$60.9bMex$57.0b9.1x8.8x8.2x
Fri, 03 Feb 2023Mex$499.5bMex$60.1bMex$56.2b7.7x8.9x8.3x
Sun, 01 Jan 2023Mex$475.2bMex$59.7bMex$56.0b7.4x8.5x8x
Tue, 29 Nov 2022Mex$472.7bMex$59.4bMex$55.9b7.1x8.4x8x
Price to Earnings Ratio

8.4x


Total Market Cap: Mex$472.7bTotal Earnings: Mex$55.9bTotal Revenue: Mex$59.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican REITS Industry Price to Earnings3Y Average 7.6x202320242025
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 7.6x.
  • 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 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 Market-0.91%
Real Estate-1.16%
REITS-1.05%
Office REITs0%0
Industrial REITs-0.56%
Hotel and Resort REITs-0.71%
Retail REITs-1.03%
Diversified REITs-1.05%
Specialized REITs-4.20%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 33.6x.
    • 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 below 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$26.911.2%
+Mex$1.3b		25.1%PB0.5x
FPLUS 16 Fibra PlusMex$5.202.0%
+Mex$63.3m		-7.6%PB0.3x
FIBRAHD 15 Fideicomiso Irrevocable No. F/1523Mex$2.250.4%
+Mex$4.4m		-6.3%PB0.2x

Latest News

DANHOS 13
Mex$27.96
Fibra Danhos
7D
-5.8%
1Y
37.0%

DANHOS 13: Shifts In Profit Margins And Discount Rates Will Guide Outlook

Analysts have raised their fair value estimate for Fibra Danhos from $29.59 to $30.87. This update reflects revised expectations for discount rates, profit margins, and anticipated growth trends in the company.
FUNO 11
Mex$26.91
Fibra UNO
7D
1.2%
1Y
25.1%

FUNO 11: Improved Margins And Lower Discount Rate Will Support Long-Term Performance

Analysts have raised their fair value price target for Fibra UNO from $32.19 to $32.70, citing slightly stronger profit margins along with a modest improvement in the discount rate outlook. Analyst Commentary Recent analyst research offers a range of perspectives on Fibra UNO's outlook, balancing improved fundamentals against ongoing sector and macroeconomic challenges.
FIBRAHD 15
Mex$2.25
Fideicomiso Irrevocable No. F/1523
7D
0.4%
1Y
-6.3%
FPLUS 16
Mex$5.20
Fibra Plus
7D
2.0%
1Y
-7.6%
FNOVA 17
Mex$32.90
Fibra Nova
7D
-1.8%
1Y
38.6%