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Mexican (IPC) Real Estate Sector Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies21
  • 7D-0.5%
  • 3M1.3%
  • 1Y16.3%
  • YTD1.8%

The Real Estate industry has stayed flat over the last week. As for the the longer term, the industry is up 16% over the past 12 months. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the Mexican Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Feb 2026Mex$589.1bMex$106.4bMex$57.7b9x10.2x5.5x
Fri, 02 Jan 2026Mex$587.1bMex$106.6bMex$57.7b8.7x10.2x5.5x
Sun, 30 Nov 2025Mex$583.1bMex$106.6bMex$57.8b9.1x10.1x5.5x
Tue, 28 Oct 2025Mex$576.6bMex$105.9bMex$58.6b10.5x9.8x5.4x
Thu, 25 Sep 2025Mex$572.6bMex$104.9bMex$65.2b7.2x8.8x5.5x
Sat, 23 Aug 2025Mex$553.4bMex$104.9bMex$65.2b7.3x8.5x5.3x
Mon, 21 Jul 2025Mex$552.2bMex$100.7bMex$71.4b7.8x7.7x5.5x
Wed, 18 Jun 2025Mex$556.9bMex$100.6bMex$70.0b7.6x8x5.5x
Fri, 16 May 2025Mex$542.4bMex$99.0bMex$68.7b7.2x7.9x5.5x
Sun, 13 Apr 2025Mex$527.5bMex$95.6bMex$78.1b7.3x6.8x5.5x
Tue, 11 Mar 2025Mex$526.6bMex$91.9bMex$78.1b6.8x6.7x5.7x
Thu, 06 Feb 2025Mex$539.2bMex$83.4bMex$73.2b8x7.4x6.5x
Sat, 04 Jan 2025Mex$508.6bMex$81.9bMex$72.0b7.4x7.1x6.2x
Mon, 02 Dec 2024Mex$505.1bMex$81.8bMex$71.9b7.3x7x6.2x
Wed, 30 Oct 2024Mex$507.8bMex$79.9bMex$74.3b6.6x6.8x6.4x
Fri, 27 Sep 2024Mex$508.0bMex$78.7bMex$72.0b7.2x7.1x6.5x
Sun, 25 Aug 2024Mex$515.0bMex$78.5bMex$71.8b7.2x7.2x6.6x
Tue, 23 Jul 2024Mex$505.5bMex$79.6bMex$66.4b6.1x7.6x6.3x
Thu, 20 Jun 2024Mex$508.4bMex$78.1bMex$69.7b5.9x7.3x6.5x
Sat, 18 May 2024Mex$535.6bMex$77.7bMex$69.0b5.7x7.8x6.9x
Mon, 15 Apr 2024Mex$524.4bMex$75.6bMex$61.7b6.2x8.5x6.9x
Wed, 13 Mar 2024Mex$538.6bMex$79.2bMex$63.5b7.4x8.5x6.8x
Fri, 09 Feb 2024Mex$537.8bMex$77.9bMex$69.1b6.6x7.8x6.9x
Sun, 07 Jan 2024Mex$648.2bMex$87.1bMex$68.6b9.5x9.4x7.4x
Tue, 05 Dec 2023Mex$623.8bMex$87.3bMex$68.8b8.9x9.1x7.1x
Thu, 02 Nov 2023Mex$600.1bMex$87.1bMex$68.9b8.1x8.7x6.9x
Sat, 30 Sep 2023Mex$595.6bMex$85.0bMex$61.7b10.8x9.7x7x
Mon, 28 Aug 2023Mex$588.4bMex$77.1bMex$57.7b10.8x10.2x7.6x
Wed, 26 Jul 2023Mex$591.5bMex$76.5bMex$55.0b11.7x10.8x7.7x
Fri, 23 Jun 2023Mex$581.6bMex$75.7bMex$56.6b11x10.3x7.7x
Sun, 21 May 2023Mex$566.1bMex$75.7bMex$55.7b12.5x10.2x7.5x
Tue, 18 Apr 2023Mex$577.8bMex$73.9bMex$58.8b10.1x9.8x7.8x
Thu, 16 Mar 2023Mex$567.1bMex$73.1bMex$62.7b10.1x9x7.8x
Sat, 11 Feb 2023Mex$568.3bMex$72.2bMex$55.7b8.8x10.2x7.9x
Price to Earnings Ratio

10.2x


Total Market Cap: Mex$568.3bTotal Earnings: Mex$55.7bTotal Revenue: Mex$72.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Real Estate Sector Price to Earnings3Y Average 8.6x202420252026
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 10.2x which is higher than its 3-year average PE of 8.6x.
  • The 3-year average PS ratio of 6.5x is higher than the industry's current PS ratio of 5.5x.
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 14% 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 Market1.28%
Real Estate-0.51%
Industrial REITs1.02%
Office REITs0%0
Specialized REITs-0.066%
Retail REITs-0.43%
Real Estate-1.25%
REITS-2.44%
Hotel and Resort REITs-2.79%
Industry PE
  • Investors are most optimistic about the Hotel and Resort REITs industry which is trading above its 3-year average PE ratio of 41.5x.
    • 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
FIBRAPL 14 FIBRA PrologisMex$82.972.4%
+Mex$3.1b		27.7%PB1x
TERRA 13 FIBRA TerrafinaMex$37.744.5%
+Mex$1.3b		1.8%PB0.7x
FIBRAMQ 12 FIBRA Macquarie MéxicoMex$36.811.5%
+Mex$446.5m		12.0%PB0.7x
DINE B DINE. deMex$22.001.6%
+Mex$222.5m		4.8%PE25x
GICSA B Grupo Gicsa. deMex$2.810.4%
+Mex$15.0m		25.4%PE1.7x

Latest News

FIBRAPL 14
Mex$82.97
FIBRA Prologis
7D
2.4%
1Y
27.7%
FUNO 11
Mex$28.54
Fibra UNO
7D
-2.4%
1Y
25.9%
FMTY 14
Mex$14.63
Fibra MtyP.I. de
7D
-2.7%
1Y
36.1%
TERRA 13
Mex$37.74
FIBRA Terrafina
7D
4.5%
1Y
1.8%
FVIA 16
Mex$18.51
Infraestructura Viable de
7D
0.05%
1Y
-14.3%
VESTA *
Mex$54.30
Corporación Inmobiliaria Vesta. de
7D
-2.3%
1Y
-1.1%

VESTA *: New Route 2030 Leases Will Support 2025 Upside Potential

Analysts have nudged their price target for Corporación Inmobiliaria Vesta up slightly, reflecting small adjustments to fair value estimates, discount rate assumptions and expected revenue growth, balanced by a marginally lower profit margin outlook and a higher future P/E multiple. What's in the News Vesta entered into three new lease agreements covering more than 550,000 square feet, tied to its Route 2030 growth plan (Key Developments).
DANHOS 13
Mex$27.17
Fibra Danhos
7D
-1.4%
1Y
24.3%

DANHOS 13: Stable Profitability Assumptions Will Support Long Term Upside Potential

Analysts have kept their price target for Fibra Danhos unchanged at MX$31.39, reflecting only minor tweaks to assumptions around profit margin and forward P/E without a shift in their overall view. Valuation Changes Fair Value: The fair value estimate is unchanged at MX$31.39 per certificate.
FIBRAMQ 12
Mex$36.81
FIBRA Macquarie México
7D
1.5%
1Y
12.0%

FIBRAMQ 12: Higher Discount Rate Will Challenge Optimistic Profit Margin Assumptions

Analysts have adjusted their price target for FIBRA Macquarie México from MX$29.04 to MX$30.60, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. Valuation Changes Fair value estimate was adjusted from MX$29.04 to MX$30.60 per certificate, reflecting a modest upward revision in the model output.
FEXI 21
Mex$19.20
MÉXICO INFRASTRUCTURE PARTNERS F1P.I. DE
7D
-0.3%
1Y
-4.0%
GICSA B
Mex$2.81
Grupo Gicsa. de
7D
0.4%
1Y
25.4%
FPLUS 16
Mex$5.49
Fibra Plus
7D
0.2%
1Y
-9.7%
DINE B
Mex$22.00
DINE. de
7D
1.6%
1Y
4.8%
FSHOP 13
Mex$9.25
Fibra Shop
7D
-0.4%
1Y
6.7%
FNOVA 17
Mex$35.08
Fibra Nova
7D
-5.4%
1Y
47.2%
FIHO 12
Mex$7.61
FibraHotel
7D
-4.4%
1Y
-25.2%