Analysis Article • Jul 29
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Mexican (IPC) Real Estate Sector Analysis
UpdatedAug 02, 2026
DataAggregated Company Financials
Companies21
- 7D0.9%
- 3M-0.5%
- 1Y11.7%
- YTD6.7%
Over the last 7 days, the Real Estate industry has remained flat, although notably Fibra Nova declined by 4.0%. As for the the longer term, the industry is up 12% over the past 12 months. In the next few years earnings are forecast to be pretty stable.
Sector Valuation and Performance
Has the Mexican Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | Mex$638.7b | Mex$100.9b | Mex$59.2b | 8.3x | 10.8x | 6.3x |
| Tue, 30 Jun 2026 | Mex$617.7b | Mex$102.2b | Mex$62.1b | 8.9x | 9.9x | 6x |
| Thu, 28 May 2026 | Mex$635.1b | Mex$100.6b | Mex$62.9b | 8.3x | 10.1x | 6.3x |
| Sat, 25 Apr 2026 | Mex$630.1b | Mex$101.9b | Mex$60.4b | 8.8x | 10.4x | 6.2x |
| Mon, 23 Mar 2026 | Mex$558.5b | Mex$100.9b | Mex$59.9b | 8.6x | 9.3x | 5.5x |
| Wed, 18 Feb 2026 | Mex$611.9b | Mex$106.5b | Mex$55.0b | 8.6x | 11.1x | 5.7x |
| Fri, 16 Jan 2026 | Mex$599.9b | Mex$106.5b | Mex$57.7b | 9.1x | 10.4x | 5.6x |
| Sun, 14 Dec 2025 | Mex$578.7b | Mex$106.6b | Mex$57.8b | 8.5x | 10x | 5.4x |
| Tue, 11 Nov 2025 | Mex$592.4b | Mex$106.6b | Mex$57.8b | 9.1x | 10.2x | 5.6x |
| Thu, 09 Oct 2025 | Mex$574.6b | Mex$104.9b | Mex$65.2b | 7.1x | 8.8x | 5.5x |
| Sat, 06 Sep 2025 | Mex$564.9b | Mex$105.0b | Mex$65.2b | 7.2x | 8.7x | 5.4x |
| Mon, 04 Aug 2025 | Mex$558.5b | Mex$105.3b | Mex$65.9b | 7.1x | 8.5x | 5.3x |
| Wed, 02 Jul 2025 | Mex$557.3b | Mex$100.5b | Mex$70.0b | 7.7x | 8x | 5.5x |
| Fri, 30 May 2025 | Mex$575.8b | Mex$99.2b | Mex$68.0b | 8.3x | 8.5x | 5.8x |
| Sun, 27 Apr 2025 | Mex$545.8b | Mex$95.5b | Mex$79.2b | 7.6x | 6.9x | 5.7x |
| Tue, 25 Mar 2025 | Mex$541.7b | Mex$92.2b | Mex$78.1b | 7x | 6.9x | 5.9x |
| Thu, 20 Feb 2025 | Mex$539.0b | Mex$85.8b | Mex$75.4b | 7.7x | 7.2x | 6.3x |
| Sat, 18 Jan 2025 | Mex$508.3b | Mex$83.5b | Mex$73.3b | 7.6x | 6.9x | 6.1x |
| Mon, 16 Dec 2024 | Mex$511.6b | Mex$81.8b | Mex$71.8b | 7.4x | 7.1x | 6.3x |
| Wed, 13 Nov 2024 | Mex$496.1b | Mex$81.9b | Mex$72.0b | 7.4x | 6.9x | 6.1x |
| Fri, 11 Oct 2024 | Mex$510.9b | Mex$78.6b | Mex$71.9b | 7x | 7.1x | 6.5x |
| Sun, 08 Sep 2024 | Mex$505.6b | Mex$78.8b | Mex$72.1b | 7x | 7x | 6.4x |
| Tue, 06 Aug 2024 | Mex$473.7b | Mex$78.6b | Mex$71.9b | 7.1x | 6.6x | 6x |
| Thu, 04 Jul 2024 | Mex$495.1b | Mex$78.0b | Mex$69.6b | 5.8x | 7.1x | 6.3x |
| Sat, 01 Jun 2024 | Mex$520.1b | Mex$77.8b | Mex$69.1b | 5.8x | 7.5x | 6.7x |
| Mon, 29 Apr 2024 | Mex$533.5b | Mex$76.9b | Mex$67.0b | 6.8x | 8x | 6.9x |
| Wed, 27 Mar 2024 | Mex$533.2b | Mex$79.2b | Mex$63.5b | 7.1x | 8.4x | 6.7x |
| Fri, 23 Feb 2024 | Mex$543.5b | Mex$78.4b | Mex$68.7b | 6.7x | 7.9x | 6.9x |
| Sun, 21 Jan 2024 | Mex$641.0b | Mex$87.2b | Mex$71.5b | 9.5x | 9x | 7.3x |
| Tue, 19 Dec 2023 | Mex$647.1b | Mex$87.2b | Mex$68.7b | 9.3x | 9.4x | 7.4x |
| Thu, 16 Nov 2023 | Mex$617.6b | Mex$87.2b | Mex$68.8b | 8.8x | 9x | 7.1x |
| Sat, 14 Oct 2023 | Mex$601.7b | Mex$85.6b | Mex$62.7b | 10.3x | 9.6x | 7x |
| Mon, 11 Sep 2023 | Mex$607.3b | Mex$85.1b | Mex$61.7b | 10.7x | 9.8x | 7.1x |
| Wed, 09 Aug 2023 | Mex$601.0b | Mex$77.1b | Mex$57.4b | 11x | 10.5x | 7.8x |
Price to Earnings Ratio
10.5x
Current Industry PE
- Investors are optimistic on the Mexican Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 10.8x which is higher than its 3-year average PE of 8.6x.
- The industry is trading close to its 3-year average PS ratio of 6.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 9.3% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Mexican Real Estate sector?
| MX Market | 0.61% | |
| Real Estate | 0.85% | |
| Industrial REITs | 1.55% | |
| REITS | 0.94% | |
| Real Estate | 0.86% | |
| Hotel and Resort REITs | 0.81% | |
| Office REITs | 0% | 0 |
| Retail REITs | -0.92% | |
| Specialized REITs | -0.98% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 8.5x.
- Analysts are expecting annual earnings growth of 17.7%, which is higher than its past year's earnings decline of 64.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Hotel and Resort REITs industry, expecting annual earnings growth of 105% over the next 5 years.
- In contrast, the Real Estate 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FIBRAPL 14 FIBRA Prologis | Mex$77.78 | 2.6% +Mex$3.3b | 11.8% | PB1x | |
| FUNO 11 Fibra UNO | Mex$31.19 | 1.6% +Mex$1.8b | 16.9% | PB0.6x | |
| DANHOS 13 Fibra Danhos | Mex$29.31 | 2.3% +Mex$1.1b | 16.5% | PB0.7x | |
| VESTA * Corporación Inmobiliaria Vesta. de | Mex$60.05 | 1.9% +Mex$1.0b | 13.5% | PE7.7x | |
| NEXT 25 Nearshoring Experts & Technology S.C | Mex$93.00 | 2.9% +Mex$525.1m | -7.0% | n/a |